Mike Rinehart signed Francis Parker School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Francis Parker School's EIN is 95-1696720.
Download the official 2023 Form 5500 (PDF) for Francis Parker School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Francis Parker School's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | Mutual Funds | — | — | $5.5M | 10.1% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $5.4M | 10.0% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $4.7M | 8.7% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $4.4M | 8.1% | |
| CREF Stock Annuity | Mutual Funds | — | — | $3.2M | 5.9% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $2.9M | 5.4% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $2.8M | 5.2% | |
| CREF Growth Annuity | Mutual Funds | — | — | $2.8M | 5.1% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $2.6M | 4.8% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $2.3M | 4.2% | |
| CREF Equity Index Annuity | Common Collective Trusts | — | — | $2.1M | 3.9% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $1.8M | 3.3% | |
| CREF Global Equities Annuity | Mutual Funds | — | — | $1.1M | 2.0% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $1.0M | 1.9% | |
| CREF Social Choice Annuity | Mutual Funds | — | — | $864K | 1.6% | |
| CREF Money Market Annuity | Mutual Funds | — | — | $770K | 1.4% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $708K | 1.3% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $655K | 1.2% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $622K | 1.2% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $581K | 1.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $547K | 1.0% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $511K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $476K | 0.9% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $431K | 0.8% | |
| Victory Sycamore Estab Val R6 | Other securities | — | — | $424K | 0.8% | |
| American Fd New Perspective R6 | Other securities | — | — | $373K | 0.7% | |
| TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $353K | 0.7% | |
| CREF Inflation Linked Bond Annuity | Mutual Funds | — | — | $336K | 0.6% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $328K | 0.6% | |
| TIAA Access Nuv LgCp Res Eq T4 | Mutual Funds | — | — | $319K | 0.6% | |
| BlackRock Total Return K | Other securities | — | — | $315K | 0.6% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $305K | 0.6% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $301K | 0.6% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $274K | 0.5% | |
| DFA Lrg Cap International Inst | Mutual Funds | — | — | $264K | 0.5% | |
| CREF Core Bond Annuity | Mutual Funds | — | — | $244K | 0.5% | |
| Participant Loans | Participant loans | — | — | $240K | 0.4% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $203K | 0.4% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $171K | 0.3% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $126K | 0.2% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $118K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $103K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $70K | 0.1% | |
| DFA US Sml Cap Grw Port Instl | Mutual Funds | — | — | $54K | 0.1% | |
| PGIM Jennison Mid Cap Grw R6 | Other securities | — | — | $47K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $43K | <0.1% | |
| Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $43K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $41K | <0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $37K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTING | $4K | — |
