Shelly Gupta signed Menlo School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Menlo School's EIN is 94-3204137.
Download the official 2024 Form 5500 (PDF) for Menlo School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Menlo School's plan includes a 403(b) annuity, 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-TEACHERS INS & ANNUITY ASSOC | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDINGS | 20-8764829 | NEW YORK, NY | INVESTMENT MANAGEMENT | $76K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Company Nuveen Lfcyle Idx 2040-Inst Registered Investment | Common Collective Trusts | — | — | $10.0M | 9.0% | |
| Company Nuveen Lfcyle Idx 2035-Inst Registered Investment | Common Collective Trusts | — | — | $8.8M | 7.9% | |
| Company Nuveen Lfcyle Idx 2030-Inst Registered Investment | Common Collective Trusts | — | — | $8.2M | 7.4% | |
| Company Nuveen Lfcyle Idx 2045-Inst Registered Investment | Common Collective Trusts | — | — | $7.6M | 6.9% | |
| CREF Stock R2 Registered Investment | Mutual Funds | — | — | $7.1M | 6.4% | |
| Company Vanguard 500 Idx Adm Registered Investment | Common Collective Trusts | — | — | $6.4M | 5.7% | |
| Company Nuveen Lfcyle Idx 2050-Inst Registered Investment | Common Collective Trusts | — | — | $5.7M | 5.2% | |
| Responsive * TIAA Traditional Non- | Mutual Funds | — | — | $4.5M | 4.0% | |
| Company * CREF Growth R2 Registered Investment | Mutual Funds | — | — | $4.2M | 3.8% | |
| Company Nuveen Lfcyle Idx 2025-Inst Registered Investment | Common Collective Trusts | — | — | $3.5M | 3.1% | |
| TIAA Traditional Benefit | Mutual Funds | — | — | $3.4M | 3.1% | |
| Company Nuveen Lfcyle Idx 2055-Inst Registered Investment | Common Collective Trusts | — | — | $2.5M | 2.2% | |
| Company * CREF Equity Index R2 Registered Investment | Common Collective Trusts | — | — | $2.3M | 2.1% | |
| Benefit Responsive * TIAA Traditional Non- | Mutual Funds | — | — | $2.3M | 2.1% | |
| Company * CREF Money Market R2 Registered Investment | Mutual Funds | — | — | $1.9M | 1.7% | |
| Company Vanguard Small-Cap Idx Adm Registered Investment | Common Collective Trusts | — | — | $1.7M | 1.5% | |
| Company * CREF Global Equities R2 Registered Investment | Mutual Funds | — | — | $1.7M | 1.5% | |
| Company Vanguard Value Index Adm Registered Investment | Mutual Funds | — | — | $1.6M | 1.4% | |
| Company Vanguard Real Estate Idx Adm Registered Investment | Common Collective Trusts | — | — | $1.6M | 1.4% | |
| Company Vanguard Devlopd Mkts Idx Adm Registered Investment | Common Collective Trusts | — | — | $1.5M | 1.3% | |
| Nuveen Lfcyle Idx 2015-Inst Registered Investment | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| Company Baird Short Term Bond Fd Inst Registered Investment | Common Stocks | — | — | $1.3M | 1.1% | |
| Company Vanguard Growth Index Adm Registered Investment | Mutual Funds | — | — | $1.3M | 1.1% | |
| Company American Cent MdCpVa Fd Cla R6 Registered Investment | Common Stocks | — | — | $1.2M | 1.1% | |
| Company American EuoPac Growth R6 Registered Investment | Common Stocks | — | — | $1.1M | 1.0% | |
| Company BNY Mellon Bond Market Index I Registered Investment | Common Stocks | — | — | $1.1M | 1.0% | |
| Company Vanguard Federal Money Mkt Inv Registered Investment | Mutual Funds | — | — | $1.0M | 0.9% | |
| Company * CREF Core Bond R2 Registered Investment | Mutual Funds | — | — | $917K | 0.8% | |
| Vanguard Mid-Cap Idx Adm Registered Investment | Common Collective Trusts | — | — | $809K | 0.7% | |
| Company American Funds Balanced Fd R6 Registered Investment | Mutual Funds | — | — | $791K | 0.7% | |
| Company * TIAA Access T-C LifCyc 2040 T4 Registered Investment | Mutual Funds | — | — | $628K | 0.6% | |
| Company Nuveen Large Cap Resp Eq R6 Registered Investment | Mutual Funds | — | — | $618K | 0.6% | |
| Company American Funds New World R6 Registered Investment | Mutual Funds | — | — | $595K | 0.5% | |
| Company Vanguard Intl Growth Adm Registered Investment | Mutual Funds | — | — | $588K | 0.5% | |
| Company * CREF Social Choice R2 Registered Investment | Mutual Funds | — | — | $564K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $562K | 0.5% | |
| Company * TIAA Access T-C LifCyc 2035 T4 Registered Investment | Mutual Funds | — | — | $483K | 0.4% | |
| Company * TIAA Access T-C Intl Equity T4 Registered Investment | Mutual Funds | — | — | $432K | 0.4% | |
| Company * TIAA Access T-C LifCyc 2030 T4 Registered Investment | Mutual Funds | — | — | $390K | 0.4% | |
| Company * CREF Inflation-Linked Bond R2 Registered Investment | Mutual Funds | — | — | $381K | 0.3% | |
| Notes receivable from participants Collateralized by vested -- | Other securities | — | — | $366K | 0.3% | |
| Company Vanguard Emr Mkts Stk Idx Adm Registered Investment | Common Collective Trusts | — | — | $361K | 0.3% | |
| Company * TIAA Access T-C LifCyc 2045 T4 Registered Investment | Mutual Funds | — | — | $344K | 0.3% | |
| Company BlackRock Inflat Prot Bnd Inst Registered Investment | Common Stocks | — | — | $310K | 0.3% | |
| Company * TIAA Access T-C Lrg Cap Val T4 Registered Investment | Mutual Funds | — | — | $301K | 0.3% | |
| Company * TIAA Access T-C Sm Cp Bl Ix T4 Registered Investment | Mutual Funds | — | — | $270K | 0.2% | |
| Company * TIAA Access T-C Lrg Cap Gr T4 Registered Investment | Mutual Funds | — | — | $242K | 0.2% | |
| Company * TIAA Access T-C LifCyc 2050 T4 Registered Investment | Mutual Funds | — | — | $237K | 0.2% | |
| Company * TIAA Access Nuv Qt Sm Cp BI lx T4 Registered Investment | Mutual Funds | — | — | $233K | 0.2% | |
| Company Dodge & Cox Global Bond Fund I Registered Investment | Mutual Funds | — | — | $229K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
