Neil TUCH signed Charles Armstrong School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles Armstrong School's EIN is 94-1666217.
Download the official 2023 Form 5500 (PDF) for Charles Armstrong School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Charles Armstrong School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $578 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Registered Investment Company | Mutual Funds | — | — | $5.9M | 26.1% | |
| CREF Growth R1 Registered Investment Company | Mutual Funds | — | — | $3.3M | 14.5% | |
| CREF Social Choice R1 Registered Investment Company | Mutual Funds | — | — | $2.5M | 11.1% | |
| Responsive 2 * TIAA Traditional Non-Benefit | Mutual Funds | — | — | $2.3M | 10.0% | |
| CREF Equity Index R1 Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 9.3% | |
| CREF Global Equities R1 Registered Investment Company | Mutual Funds | — | — | $1.8M | 7.7% | |
| TIAA Traditional Benefit | Mutual Funds | — | — | $1.7M | 7.6% | |
| CREF Money Market R1 Registered Investment Company | Mutual Funds | — | — | $1.0M | 4.6% | |
| CREF Core Bond R1 Registered Investment Company | Mutual Funds | — | — | $578K | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $400K | 1.8% | |
| GoldmanSachsIntlEqESDInstl Registered Investment Company | Common Stocks | — | — | $397K | 1.7% | |
| College Retirement Equities Fund variable annuities GoldmanSachsIntlEqESGInstl | Other securities | — | — | $397K | 1.7% | |
| CREF Inflation-Linked Bond R1 Registered Investment Company | Mutual Funds | — | — | $243K | 1.1% | |
| BNY Mellon Sml Cap Stk Idx Inv Registered Investment Company | Common Collective Trusts | — | — | $237K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $159K | 0.7% | |
| Notes receivable from participants Collateralized by vested balance, -- | Other securities | — | — | $60K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $60K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
