Theresa Smith, PH.D. signed The Webb Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Webb Schools' EIN is 95-1856591.
Download the official 2024 Form 5500 (PDF) for The Webb Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Webb Schools' plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $8K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $4.3M | 11.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.8M | 7.7% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $2.8M | 7.6% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | — | $2.4M | 6.6% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | — | $2.2M | 6.1% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | — | $2.1M | 5.6% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $1.6M | 4.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.6M | 4.3% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $969K | 2.7% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $893K | 2.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $858K | 2.4% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | — | $844K | 2.3% | |
| PGIM Jennison Growth Class R6 | Other securities | — | — | $765K | 2.1% | |
| TIAA Access Nuveen Lifecycle 2025 T3 | Mutual Funds | — | — | $736K | 2.0% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $692K | 1.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | — | $665K | 1.8% | |
| TIAA Stable Value | Stable Value | — | — | $623K | 1.7% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $579K | 1.6% | |
| Nuveen LfCycle Ix 2020 R6 | Mutual Funds | — | — | $565K | 1.5% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | — | $546K | 1.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $544K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $508K | 1.4% | |
| TIAA Access Nuveen Sm-Cap Bl Idx T3 | Common Collective Trusts | — | — | $487K | 1.3% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $462K | 1.3% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $451K | 1.2% | |
| Vanguard FTSE World Idx Adm | Common Collective Trusts | — | — | $395K | 1.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $387K | 1.1% | |
| MFS Ints Diversification Cl R6 | Mutual Funds | — | — | $377K | 1.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $354K | 1.0% | |
| TIAA Access Nuveen Lg-Cap Val Idx T3 | Common Collective Trusts | — | — | $279K | 0.8% | |
| CREF Money Market R1 | Mutual Funds | — | — | $266K | 0.7% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $231K | 0.6% | |
| Victory Sycamore Estab Cal R6 | Other securities | — | — | $229K | 0.6% | |
| BlackRock Mid Cap Growth Eq K | Other securities | — | — | $227K | 0.6% | |
| TIAA Access Nuveen Intl Equity Idx T3 | Common Collective Trusts | — | — | $225K | 0.6% | |
| PGIM Total Return Bond Z | Other securities | — | — | $222K | 0.6% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $216K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T3 | Mutual Funds | — | — | $194K | 0.5% | |
| Vanguard Intr -Trm Bnd Idx Adm | Common Collective Trusts | — | — | $184K | 0.5% | |
| PIMCO Intl Bd USDolHed Inst | Mutual Funds | — | — | $138K | 0.4% | |
| TIAA Access-DFA Emg Mkt Prt T3 | Mutual Funds | — | — | $137K | 0.4% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $137K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T3 | Mutual Funds | — | — | $116K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $114K | 0.3% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | — | $114K | 0.3% | |
| TIAA Access Nuveen Lg-Cap Val T3 | Mutual Funds | — | — | $98K | 0.3% | |
| TIAA Access Nuveen Lg-Cap Gr Idx T3 | Common Collective Trusts | — | — | $92K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2045 T3 | Mutual Funds | — | — | $90K | 0.2% | |
| Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $83K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Val T3 | Mutual Funds | — | — | $76K | 0.2% |
