Scott Tomasi signed CATE School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CATE School's EIN is 95-1644630.
Download the official 2024 Form 5500 (PDF) for CATE School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CATE 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 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $16K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $6K |
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 | Mutual Funds | — | — | $6.3M | 15.3% | |
| TIAA Traditional Nonbenefit Responsive | Mutual Funds | — | — | $4.0M | 9.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.7M | 6.6% | |
| Vanguard Vanguatd Target Retire 2035 | Mutual Funds | — | — | $2.7M | 6.5% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.6M | 6.4% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $2.5M | 6.2% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $2.3M | 5.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $2.0M | 4.8% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $1.7M | 4.2% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $1.4M | 3.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.4M | 3.3% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $1.2M | 3.0% | |
| TIAA Traditional Nonbenefit Responsive 2 | Mutual Funds | — | — | $1.1M | 2.8% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $853K | 2.1% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $844K | 2.1% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $810K | 2.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $797K | 1.9% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $683K | 1.7% | |
| CREF Stock R4 | Mutual Funds | — | — | $679K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $666K | 1.6% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $491K | 1.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $428K | 1.0% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $386K | 0.9% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $376K | 0.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $321K | 0.8% | |
| American EuroPac Growth R6 | Other securities | — | — | $246K | 0.6% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $205K | 0.5% | |
| BlackRock Total Return K | Other securities | — | — | $184K | 0.4% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $183K | 0.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $154K | 0.4% | |
| Vanguard Tlt Bd Mkt Idx Adm | Common Collective Trusts | — | — | $145K | 0.4% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $131K | 0.3% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $126K | 0.3% | |
| Participants Participant Loans Rates of 4.25% - 9.50% | Bonds / Notes | — | — | $125K | 0.3% | |
| American Amer Beacon Small Cap Value R6 | Other securities | — | — | $118K | 0.3% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $99K | 0.2% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $77K | 0.2% | |
| MassMutual Small Cap Gr Eq I | Other securities | — | — | $34K | <0.1% | |
| MFS International New Disc R3 | Mutual Funds | — | — | $32K | <0.1% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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