Marshall Mayotte signed Viewpoint Educational Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Viewpoint Educational Foundation's EIN is 95-2242261.
Download the official 2024 Form 5500 (PDF) for Viewpoint Educational Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Viewpoint Educational Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a 403(b) annuity, 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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $5.9M | 7.9% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $5.1M | 6.8% | |
| JP Morgan Large-Cap Growth R6 | Other securities | — | — | $5.1M | 6.7% | |
| Nuveen Lifecycle Ix 2045 R6 | Mutual Funds | — | — | $4.4M | 5.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $4.0M | 5.3% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $3.9M | 5.2% | |
| Nuveen Lifecycle Ix 2035 R6 | Mutual Funds | — | — | $3.1M | 4.1% | |
| PGIM Total Return Bond | Other securities | — | — | $2.7M | 3.6% | |
| MFS International Value | Mutual Funds | — | — | $2.5M | 3.3% | |
| Nuveen Lifecycle Ix 2040 R6 | Mutual Funds | — | — | $2.4M | 3.1% | |
| Nuveen Lifecycle Ix 2025 R6 | Mutual Funds | — | — | $2.2M | 3.0% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.2M | 2.9% | |
| TIAA Traditional Non-Benefit Responsive 2 | Mutual Funds | — | — | $2.0M | 2.7% | |
| Victory Sycamore Established Value I | Other securities | — | — | $1.8M | 2.4% | |
| Nuveen Lifecycle Ix 2050 R6 | Mutual Funds | — | — | $1.8M | 2.4% | |
| Nuveen Lifecycle Ix 2030 R6 | Mutual Funds | — | — | $1.7M | 2.3% | |
| PIMCO International Bond US Dollar Hedge Inst | Mutual Funds | — | — | $1.4M | 1.9% | |
| Blackrock Mid-Cap Growth Equity K | Other securities | — | — | $1.4M | 1.9% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.2M | 1.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.2M | 1.6% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $1.1M | 1.5% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $1.1M | 1.4% | |
| Invesco Global R6 | Mutual Funds | — | — | $1.0M | 1.4% | |
| Nuveen Lifecycle Ix 2055 R6 | Mutual Funds | — | — | $974K | 1.3% | |
| Victory Sycamore Small Company Opportunity I | Common Stocks | — | — | $974K | 1.3% | |
| PGIM High Yield Z | Other securities | — | — | $927K | 1.2% | |
| TIAA Stable Value | Stable Value | — | — | $914K | 1.2% | |
| American EuroPacific Growth R6 | Other securities | — | — | $856K | 1.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $756K | 1.0% | |
| Nuveen Lifecycle Ix 2020 R6 | Mutual Funds | — | — | $729K | 1.0% | |
| Nuveen Large Cap Resp Equity R6 | Mutual Funds | — | — | $713K | 0.9% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $694K | 0.9% | |
| Notes receivable from participants | Other securities | — | — | $655K | 0.9% | |
| Principal Small-Cap Growth I Inst | Other securities | — | — | $649K | 0.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $641K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $612K | 0.8% | |
| Vanguard FTSE World Index Adm | Mutual Funds | — | — | $580K | 0.8% | |
| Lord Abett Short Duration Income I | Other securities | — | — | $541K | 0.7% | |
| CREF CORE Bond R1 | Mutual Funds | — | — | $456K | 0.6% | |
| Nuveen Lifecycle Ix 2015 R6 | Mutual Funds | — | — | $409K | 0.5% | |
| Vanguard Intermediate Term Bond Index | Mutual Funds | — | — | $388K | 0.5% | |
| Nuveen Lifecycle Ix 2060 R6 | Mutual Funds | — | — | $240K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $171K | 0.2% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $159K | 0.2% | |
| Vanguard Inflation Protected Security Adm | Mutual Funds | — | — | $153K | 0.2% | |
| TIAA Access Nuv Lifecycle 2030 T4 | Mutual Funds | — | — | $151K | 0.2% | |
| TIAA Access Nuv Large-Cap Value T4 | Mutual Funds | — | — | $146K | 0.2% | |
| Nuveen Lifecycle Ix 2010 R6 | Mutual Funds | — | — | $124K | 0.2% | |
| TIAA Access Nuv International Equity T4 | Mutual Funds | — | — | $116K | 0.2% |
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 |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | AUDITOR | $23K | — |
