Cathlyn Whalen signed KEYS Family Day School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KEYS Family Day School's EIN is 94-2240127.
Download the official 2024 Form 5500 (PDF) for KEYS Family Day School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KEYS Family Day School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement funds Mutual funds | Other securities | — | — | $6.5M | 33.9% | |
| Vanguard 500 Idx Adm Mutual funds | Common Collective Trusts | — | — | $2.6M | 13.6% | |
| Harbor Capital Appreciation In Mutual funds | Other securities | — | — | $1.1M | 5.9% | |
| CREF Growth R1 Variable annuities | Mutual Funds | — | — | $724K | 3.8% | |
| DFA International Core Eq Inst Mutual funds | Mutual Funds | — | — | $653K | 3.4% | |
| AF New Perspective Fund R4 Mutual funds | Other securities | — | — | $590K | 3.1% | |
| Vanguard Mid-Cap Idx Adm Mutual funds | Common Collective Trusts | — | — | $543K | 2.8% | |
| CREF Global Equities R1 Variable annuities | Mutual Funds | — | — | $501K | 2.6% | |
| CREF Stock R1 Variable annuities | Mutual Funds | — | — | $442K | 2.3% | |
| Parnassus Value Equity Instl Mutual funds | Other securities | — | — | $361K | 1.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual funds | Common Collective Trusts | — | — | $335K | 1.7% | |
| MFS Value Fund Class R6 Mutual funds | Mutual Funds | — | — | $326K | 1.7% | |
| PGIM Total Return Bond Z Mutual funds | Other securities | — | — | $298K | 1.6% | |
| Janus Henderson Triton T Mutual funds | Mutual Funds | — | — | $295K | 1.5% | |
| CREF Money Market R1 Variable annuities | Mutual Funds | — | — | $281K | 1.5% | |
| PIMCO Real Return Fund Admin Mutual funds | Mutual Funds | — | — | $244K | 1.3% | |
| TIAA Lifecycle Funds Mutual funds | Mutual Funds | — | — | $166K | 0.9% | |
| Nuveen Sm-Cap Bl Idx-Rtmt Mutual funds | Common Collective Trusts | — | — | $150K | 0.8% | |
| AF American Balanced Fund R4 Mutual funds | Other securities | — | — | $146K | 0.8% | |
| CREF Core Bond R1 Variable annuities | Mutual Funds | — | — | $130K | 0.7% | |
| Vanguard Real Estate Idx Adm Mutual funds | Common Collective Trusts | — | — | $128K | 0.7% | |
| BlackRock High Yield Bd A Mutual funds | Other securities | — | — | $118K | 0.6% | |
| DFA US Targeted Val Port Inst Mutual funds | Mutual Funds | — | — | $110K | 0.6% | |
| Amer Century Mid Cap Value I Mutual funds | Other securities | — | — | $94K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $89K | 0.5% | |
| MassMutual Mid Cap Growth I Mutual funds | Other securities | — | — | $76K | 0.4% | |
| CREF Inflation-Linked Bond R1 Variable annuities | Mutual Funds | — | — | $71K | 0.4% | |
| TIAA Access T-C Lrg Cap Val T4 Mutual funds | Mutual Funds | — | — | $47K | 0.2% | |
| CREF Social Choice R1 Variable annuities | Mutual Funds | — | — | $38K | 0.2% | |
| TIAA Access T-C Bond T4 Mutual funds | Mutual Funds | — | — | $33K | 0.2% | |
| TIAA Access T-C Mid Cap Val T4 Mutual funds | Mutual Funds | — | — | $30K | 0.2% | |
| TIAA Access T-C Intl Equity T4 Mutual funds | Mutual Funds | — | — | $22K | 0.1% | |
| CREF Equity Index R1 Variable annuities | Common Collective Trusts | — | — | $20K | 0.1% | |
| TIAA Access T-C LgCp Res Eq T4 Mutual funds | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA Access T-C Mid Cap Grw T4 Mutual funds | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access T-C Sm Cp Bl Ix T4 Mutual funds | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access T-C Bond Plus T4 Mutual funds | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access T-C Rl Est Sec T4 Mutual funds | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
