Tanner Ragland signed The Seven Hills School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Seven Hills School's EIN is 94-1628213.
Download the official 2023 Form 5500 (PDF) for The Seven Hills School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Seven Hills School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | 22-3623353 | — | ADVISOR | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT | $13K | — |
