Gary Black signed The Meadows School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Meadows School's EIN is 94-2795420.
Download the official 2024 Form 5500 (PDF) for The Meadows School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Meadows 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $28K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * CREF Stock R1 Registered Investment N/A | Mutual Funds | — | — | $4.7M | 13.6% | |
| American Funds 2045 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $2.9M | 8.5% | |
| Non-Fully Benefit - Responsive Investment Contracts * TIAA Traditional Non-Benefit - Responsive Insurance Company General Fund N/A | Mutual Funds | — | — | $2.9M | 8.3% | |
| American Funds 2040 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 7.0% | |
| American Funds 2035 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 5.0% | |
| American Funds 2025 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 4.4% | |
| TIAA Tradtional Non-Benefit - Responsive 2 Insurance Company General Fund N/A | Mutual Funds | — | — | $1.4M | 4.1% | |
| Schwab S&P 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $1.4M | 4.0% | |
| CREF Growth R1 Registered Investment N/A | Mutual Funds | — | — | $1.4M | 3.9% | |
| Fully Benefit - Responsive Investment * TIAA Traditional Benefit - Responsive Insurance Company General Fund N/A | Mutual Funds | — | — | $1.2M | 3.5% | |
| American Funds 2050 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 3.2% | |
| CREF Global Equities R1 Registered Investment N/A | Mutual Funds | — | — | $940K | 2.7% | |
| American Funds 2030 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $894K | 2.6% | |
| TIAA Stable Value SA Insurance Company General Fund N/A | Stable Value | — | — | $749K | 2.2% | |
| American Funds 2020 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $649K | 1.9% | |
| CREF Money Market R1 Registered Investment N/A | Mutual Funds | — | — | $607K | 1.8% | |
| CREF Equity Index R1 Registered Investment N/A | Common Collective Trusts | — | — | $589K | 1.7% | |
| MFS International Growth CI R6 Mutual Fund N/A | Mutual Funds | — | — | $577K | 1.7% | |
| T Rowe Price Overseas Stock I Mutual Fund N/A | Mutual Funds | — | — | $572K | 1.7% | |
| American Funds 2015 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $532K | 1.5% | |
| Columbia Int Large Cp Grw Inst Mutual Fund N/A | Other securities | — | — | $522K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $471K | 1.4% | |
| JPMorgan Equity Inc Fd Cla R6 Mutual Fund N/A | Common Stocks | — | — | $467K | 1.4% | |
| American Funds 2055 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $461K | 1.3% | |
| Baird Aggregate Bond Inst Mutual Fund N/A | Other securities | — | — | $438K | 1.3% | |
| CREF Social Choice R1 Registered Investment N/A | Mutual Funds | — | — | $416K | 1.2% | |
| Vanguard Small-Cap Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $399K | 1.2% | |
| TIAA Access Nuv Infl Lnk Bd T4 Variable Annuity N/A 32 Total Variable Annuities | Mutual Funds | — | — | $367K | 1.1% | |
| Vanguard Intl Value Inv Mutual Fund N/A | Mutual Funds | — | — | $351K | 1.0% | |
| Vanguard Federal Money Mkt Inv Mutual Fund N/A | Mutual Funds | — | — | $236K | 0.7% | |
| American Funds 2060 Tar Ret R5 Mutual Fund N/A | Mutual Funds | — | — | $231K | 0.7% | |
| DFA Real Estate Sec Port Inst Mutual Fund N/A | Mutual Funds | — | — | $220K | 0.6% | |
| MassMutual Mid Cap Growth 1 Mutual Fund N/A | Other securities | — | — | $162K | 0.5% | |
| Allspring Spec Md Cp Val Ins Mutual Fund N/A | Other securities | — | — | $160K | 0.5% | |
| Vanguard Small-Cap Val Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $156K | 0.5% | |
| TIAA Traditional Benefit - Responsive 2 Insurance Company General Fund N/A | Mutual Funds | — | — | $145K | 0.4% | |
| CREF Core Bond R1 Registered Investment N/A | Mutual Funds | — | — | $142K | 0.4% | |
| CREF Inflation Linked Bond R1 Registered Investment N/A | Mutual Funds | — | — | $139K | 0.4% | |
| Participant Loans Participant Loan Fund 4.25% - 9.50% - | Bonds / Notes | — | — | $112K | 0.3% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $101K | 0.3% | |
| Janus Henderson Triton N Mutual Fund N/A | Mutual Funds | — | — | $78K | 0.2% | |
| TIAA Access Nuv Intl Equity T4 Variable Annuity N/A | Mutual Funds | — | — | $59K | 0.2% | |
| TIAA Access Nuv LifCyc 2050 T4 Variable Annuity N/A | Mutual Funds | — | — | $55K | 0.2% | |
| TIAA Access Nuv Lrg Cap Val T4 Variable Annuity N/A | Mutual Funds | — | — | $52K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity N/A | Mutual Funds | — | — | $38K | 0.1% | |
| TIAA Access Nuv Mid Cap Val T4 Variable Annuity N/A | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Variable Annuity N/A | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 Variable Annuity N/A | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuv Ri Est Sec Sel T4 Variable Annuity N/A | Mutual Funds | — | — | $17K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 Variable Annuity N/A | Mutual Funds | — | — | $12K | <0.1% |
