JOON Lee signed Westside Neighborhood School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westside Neighborhood School's EIN is 95-3551091.
Download the official 2024 Form 5500 (PDF) for Westside Neighborhood School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westside Neighborhood School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $13K | — |
| RAYMOND JAMES FINANCIAL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Ix 2050 R6 | Mutual Funds | — | — | $3.1M | 17.0% | |
| Nuveen Lifecycle Ix 2040 R6 | Mutual Funds | — | — | $1.6M | 8.6% | |
| Nuveen Lifecycle Ix 2045 R6 | Mutual Funds | — | — | $1.6M | 8.5% | |
| Nuveen Lifecycle Ix 2055 R6 | Mutual Funds | — | — | $1.5M | 8.1% | |
| Nuveen Lifecycle Ix 2030 R6 | Mutual Funds | — | — | $999K | 5.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $875K | 4.7% | |
| Nuveen Lifecycle Ix 2035 R6 | Mutual Funds | — | — | $689K | 3.7% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $602K | 3.2% | |
| Nuveen Lifecycle Ix 2020 R6 | Mutual Funds | — | — | $508K | 2.7% | |
| Nuveen Lifecycle Ix 2015 R6 | Mutual Funds | — | — | $500K | 2.7% | |
| Nuveen Lifecycle Ix 2060 R6 | Mutual Funds | — | — | $478K | 2.6% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $317K | 1.7% | |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $317K | 1.7% | |
| Schwab US Aggregate Bonf Index | Mutual Funds | — | — | $314K | 1.7% | |
| TIAA Traditional Nonbenefit-Responsive | Mutual Funds | — | — | $306K | 1.7% | |
| CREF Stock R1 | Mutual Funds | — | — | $302K | 1.6% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $256K | 1.4% | |
| CREF Growth R1 | Mutual Funds | — | — | $252K | 1.4% | |
| American Funds American Funds Balanced Fd R6 | Mutual Funds | — | — | $250K | 1.4% | |
| TIAA Stable Value | Stable Value | — | — | $246K | 1.3% | |
| Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $245K | 1.3% | |
| American Funds Amer Funds Bond Fnd Amer R6 | Mutual Funds | — | — | $244K | 1.3% | |
| College Retirement Equities Fund variable annuities Hartford Dividend Growth R6 | Other securities | — | — | $227K | 1.2% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $223K | 1.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $204K | 1.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $194K | 1.0% | |
| TIAA Access Nuv Lifecycle 2040 T4 | Mutual Funds | — | — | $173K | 0.9% | |
| Nuveen Lg-Cap Gr Idx R6 | Common Collective Trusts | — | — | $161K | 0.9% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $158K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $158K | 0.9% | |
| American Funds American High Income Trust R6 | Mutual Funds | — | — | $154K | 0.8% | |
| Nuveen Lifecycle Ix 2025 R6 | Mutual Funds | — | — | $147K | 0.8% | |
| MFS International Growth CL R6 | Mutual Funds | — | — | $119K | 0.6% | |
| College Retirement Equities Fund variable annuities DFA Internat Sustain Core 1 | Mutual Funds | — | — | $119K | 0.6% | |
| TIAA Access Nuv Lifecycle 2050 T4 | Mutual Funds | — | — | $115K | 0.6% | |
| TIAA Access Nuv Lifecycle 2045 T4 | Mutual Funds | — | — | $115K | 0.6% | |
| JPMorgan Mid Cap Growth FD CL R6 | Other securities | — | — | $102K | 0.6% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $101K | 0.5% | |
| TIAA Access Nuv Quant Sml Cp Eq T4 | Mutual Funds | — | — | $85K | 0.5% | |
| Vanguard FTSE Social Index Inv | Mutual Funds | — | — | $83K | 0.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $66K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $66K | 0.4% | |
| TIAA Access Nuv RIEst Sec Sel T4 | Mutual Funds | — | — | $59K | 0.3% | |
| Cohen & Steers Cohen & Steers Real EST SecZ | Other securities | — | — | $59K | 0.3% | |
| TIAA Access Nuv Lg-Cap Val T4 | Mutual Funds | — | — | $57K | 0.3% | |
| Putnam International Value R6 | Mutual Funds | — | — | $55K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $54K | 0.3% | |
| TIAA Access Nuv Lifecycle 2035 T4 | Mutual Funds | — | — | $45K | 0.2% | |
| American Funds American FD New Perspective R6 | Mutual Funds | — | — | $44K | 0.2% | |
| TIAA Access Nuv Lg-Cap Gr T4 | Mutual Funds | — | — | $42K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1517485 |
| — |
| ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | ACCOUNTANT | $20K | — |
