Christopher B. Thomas signed Oakwood School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakwood School's EIN is 95-1698608.
Download the official 2024 Form 5500 (PDF) for Oakwood School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakwood School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $18K | — |
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 Non-Fully Benefit-Responsive Fixed annuity contract | Mutual Funds | — | — | $8.0M | 12.7% | |
| CREF Stock Variable annuity contract | Mutual Funds | — | — | $4.4M | 6.9% | |
| T. Rowe Price Retirement I 2045 Mutual fund | Other securities | — | — | $4.2M | 6.7% | |
| T. Rowe Price Retirement I 2035 Mutual fund | Other securities | — | — | $3.7M | 5.9% | |
| TIAA Stable Value Fixed annuity contract | Stable Value | — | — | $3.4M | 5.3% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.3M | 5.3% | |
| T. Rowe Price Retirement I 2040 Mutual fund | Other securities | — | — | $3.1M | 4.9% | |
| T. Rowe Price Retirement I 2015 Mutual fund | Other securities | — | — | $3.1M | 4.9% | |
| T. Rowe Price Retirement I 2020 Mutual fund | Other securities | — | — | $2.6M | 4.0% | |
| T. Rowe Price Retirement I 2030 Mutual fund | Other securities | — | — | $2.5M | 3.9% | |
| TIAA Traditional Non-Fully Benefit-Responsive 2 Fixed annuity contract | Mutual Funds | — | — | $2.4M | 3.7% | |
| T. Rowe Price Retirement I 2025 Mutual fund | Other securities | — | — | $1.8M | 2.9% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| CREF Global Equities Variable annuity contract | Mutual Funds | — | — | $1.5M | 2.3% | |
| T. Rowe Price Retirement I 2010 Mutual fund | Other securities | — | — | $1.4M | 2.2% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $1.4M | 2.1% | |
| MFS Mid Cap Value Class R6 Mutual fund | Mutual Funds | — | — | $1.3M | 2.1% | |
| CREF Equity Index Variable annuity contract | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| Vanguard Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| CREF Growth Variable annuity contract | Mutual Funds | — | — | $968K | 1.5% | |
| T. Rowe Price Retirement I 2055 Mutual fund | Other securities | — | — | $931K | 1.5% | |
| TIAA Traditional Benefit-Responsive Fixed annuity contract | Mutual Funds | — | — | $864K | 1.4% | |
| CREF Social Choice Variable annuity contract | Mutual Funds | — | — | $792K | 1.3% | |
| Harbor Capital Appreciation Retirement Fund Mutual fund | Other securities | — | — | $731K | 1.2% | |
| Vanguard FTSE Social Index Adm Mutual fund | Mutual Funds | — | — | $682K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $671K | 1.1% | |
| The Hartford International Opportunities Mutual fund | Other securities | — | — | $651K | 1.0% | |
| MFS Value Fund Mutual fund | Mutual Funds | — | — | $604K | 1.0% | |
| T. Rowe Price Retirement I 2050 Mutual fund | Other securities | — | — | $489K | 0.8% | |
| CREF Money Market Variable annuity contract | Mutual Funds | — | — | $473K | 0.7% | |
| American Funds EuroPacific Growth Fund Mutual fund | Mutual Funds | — | — | $419K | 0.7% | |
| T. Rowe Price Retirement I 2060 Mutual fund | Other securities | — | — | $376K | 0.6% | |
| TIAA Access Nuv LifCyc 2020 T3 Variable annuity contract | Mutual Funds | — | — | $326K | 0.5% | |
| TIAA Access Nuv Lrg Cap Gr T3 Variable annuity contract | Mutual Funds | — | — | $256K | 0.4% | |
| CREF Core Bond Variable annuity contract | Mutual Funds | — | — | $225K | 0.4% | |
| Principal Small Cap Growth Fund Mutual fund | Other securities | — | — | $199K | 0.3% | |
| MassMutual Select Mid Cap Growth I Mutual Fund | Other securities | — | — | $193K | 0.3% | |
| Notes receivable from participants 9.50% - | Bonds / Notes | — | — | $185K | 0.3% | |
| CREF Inflation-Linked Bond Variable annuity contract | Mutual Funds | — | — | $161K | 0.3% | |
| BlackRock Total Return Fund Mutual fund | Other securities | — | — | $161K | 0.3% | |
| TIAA Access Nuv LifCyc 2025 T3 Variable annuity contract | Mutual Funds | — | — | $128K | 0.2% | |
| Allspring Spec Small Cap Value Mutual fund | Other securities | — | — | $109K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T3 Variable annuity contract | Mutual Funds | — | — | $104K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T3 Variable annuity contract | Mutual Funds | — | — | $78K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T3 Variable annuity contract | Mutual Funds | — | — | $67K | 0.1% | |
| TIAA Access Nuv Core Equity T3 Variable annuity contract | Mutual Funds | — | — | $63K | <0.1% | |
| TIAA Access Nuv LifCyc 2045 T3 Variable annuity contract | Mutual Funds | — | — | $60K | <0.1% | |
| TIAA Access Nuv Intl Equity T3 Variable annuity contract | Mutual Funds | — | — | $54K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T3 Variable annuity contract | Mutual Funds | — | — | $46K | <0.1% | |
| TIAA Access Nuv Money Mkt T3 Variable annuity contract | Mutual Funds | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
