Pamela J. Duffy signed The Bishop's School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Bishop's School's EIN is 95-1642362.
Download the official 2024 Form 5500 (PDF) for The Bishop's School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bishop's School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | $25K | — |
| FIDELITY INV. INST. OP. CO., INC. | 04-2647786 | — | RECORDKEEPER | $290 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDINGS, I |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $15.0M | 18.9% | |
| CREF Stock | Mutual Funds | — | — | $10.2M | 12.9% | |
| CREF Lifecycle Funds Total | Mutual Funds | — | — | $8.6M | 10.9% | |
| CREF Global Equities | Mutual Funds | — | — | $3.6M | 4.5% | |
| CREF Growth | Mutual Funds | — | — | $3.3M | 4.2% | |
| Vanguard 500 Idx Total | Common Collective Trusts | — | — | $3.2M | 4.1% | |
| TIAA Access Lifecycle Funds | Mutual Funds | — | — | $2.7M | 3.4% | |
| JP Morgan Large Cap Growth Total | Other securities | — | — | $2.5M | 3.2% | |
| MFS Intl Diversification Total | Mutual Funds | — | — | $2.4M | 3.0% | |
| CREF Equity Index | Common Collective Trusts | — | — | $2.4M | 3.0% | |
| Putnam Large Cap Value Total | Mutual Funds | — | — | $1.8M | 2.3% | |
| CREF Money Market | Mutual Funds | — | — | $1.5M | 2.0% | |
| CREF Core Bond Market | Mutual Funds | — | — | $1.3M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 1.6% | |
| American Funds New World Total | Mutual Funds | — | — | $1.1M | 1.4% | |
| Dodge & Cox Income Fund Total | Mutual Funds | — | — | $1.1M | 1.4% | |
| Vanguard Mid-Cap Index Total | Mutual Funds | — | — | $1.0M | 1.3% | |
| Vanguard Small-Cap Index Total | Mutual Funds | — | — | $994K | 1.3% | |
| Fidelity Puritan | Mutual Funds | — | — | $944K | 1.2% | |
| CREF Social Choice | Mutual Funds | — | — | $819K | 1.0% | |
| TIAA Access International Equity Index | Common Collective Trusts | — | — | $807K | 1.0% | |
| JP Morgan Mid Cap Growth Fund Total | Other securities | — | — | $629K | 0.8% | |
| Fidelity Contrafund | Mutual Funds | — | — | $627K | 0.8% | |
| TIAA Access Large- Cap Value | Mutual Funds | — | — | $624K | 0.8% | |
| PIMCO Income Fund Institutional Total | Mutual Funds | — | — | $622K | 0.8% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $589K | 0.7% | |
| PIMCO Intl Bd USDolHed Total | Mutual Funds | — | — | $580K | 0.7% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $569K | 0.7% | |
| DFA US Targeted Val Port Total | Mutual Funds | — | — | $561K | 0.7% | |
| Vanguard FTSE World Index Total | Mutual Funds | — | — | $532K | 0.7% | |
| Putnam Small Cap Growth Total | Mutual Funds | — | — | $471K | 0.6% | |
| Fidelity Growth Company | Mutual Funds | — | — | $457K | 0.6% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $454K | 0.6% | |
| TIAA Access Mid-Cap Value Index | Mutual Funds | — | — | $428K | 0.5% | |
| TIAA Access Real Estate Securities | Mutual Funds | — | — | $366K | 0.5% | |
| TIAA Access Small-Cap BL Index | Mutual Funds | — | — | $352K | 0.4% | |
| Vanguard Intr-Trm Bond Index Total | Mutual Funds | — | — | $338K | 0.4% | |
| TIAA Access Small-Cap Equity | Mutual Funds | — | — | $318K | 0.4% | |
| Fidelity Dividend Growth | Mutual Funds | — | — | $261K | 0.3% | |
| Fidelity Sel Gold | Mutual Funds | — | — | $237K | 0.3% | |
| Fidelity Total Mkt Inx | Mutual Funds | — | — | $227K | 0.3% | |
| Fidelity Low Priced Stk | Mutual Funds | — | — | $226K | 0.3% | |
| Fidelity Interest-bearing cash annuity | Mutual Funds | — | — | $200K | 0.3% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $198K | 0.3% | |
| Fidelity Intermed Bond | Mutual Funds | — | — | $196K | 0.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $176K | 0.2% | |
| Fidelity Nasdaq Comp Indx | Mutual Funds | — | — | $156K | 0.2% | |
| TIAA Access Mid-Cap Growth Index | Mutual Funds | — | — | $154K | 0.2% | |
| Vanguard Real Estate Index Total | Mutual Funds | — | — | $129K | 0.2% | |
| Fidelity Blue Chip Value | Mutual Funds | — | — | $129K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| ADVISOR |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEST RHODE & ROBERTS | 33-0783983 | — | AUDITOR | $13K | — |
