REID Gushiken signed Iolani School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iolani School's EIN is 99-0073502.
Download the official 2024 Form 5500 (PDF) for Iolani School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iolani School's plan includes a 403(b) annuity, 403(b) custodial accounts, 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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTANT PENSION | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $36.5M | 18.0% | |
| College Retirement Equities Fund variable annuities CREF Stock R2 | Mutual Funds | — | — | $24.0M | 11.8% | |
| CREF Global Equities R2 38,247 shares | Mutual Funds | — | — | $13.2M | 6.5% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx Rtmt | Common Collective Trusts | — | — | $11.9M | 5.9% | |
| CREF Growth R2 20,491 shares | Mutual Funds | — | — | $10.7M | 5.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $9.7M | 4.8% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2040 Premier | Mutual Funds | — | — | $9.6M | 4.8% | |
| CREF Equity Index R2 18,649 shares | Common Collective Trusts | — | — | $9.6M | 4.7% | |
| CREF Social Choice R2 23,931 shares | Mutual Funds | — | — | $8.8M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.5M | 4.2% | |
| TIAA-CREF Intl Eq Idx-Prem 378,459 shares | Common Collective Trusts | — | — | $8.3M | 4.1% | |
| CREF Core Bond R2 58,415 shares | Mutual Funds | — | — | $7.8M | 3.9% | |
| TIAA-CREF Lifecycle 2035-Prem 573,230 shares | Mutual Funds | — | — | $6.1M | 3.0% | |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $5.4M | 2.7% | |
| TIAA-CREF Lifecycle 2045-Prem 325,318 shares | Mutual Funds | — | — | $4.6M | 2.2% | |
| TIAA-CREF Lifecycle 2050-Prem 303,839 shares | Mutual Funds | — | — | $4.4M | 2.2% | |
| TIAA-CREF Lifecycle 2030-Prem 390,601 shares | Mutual Funds | — | — | $4.0M | 2.0% | |
| College Retirement Equities Fund variable annuities Nuveen Emerg Mkts Eq Premier | Mutual Funds | — | — | $4.0M | 2.0% | |
| CREF Inflation-Linked Bond R2 38,752 shares | Mutual Funds | — | — | $3.3M | 1.6% | |
| TIAA-CREF Mid-Cap Val-Prem 161,798 shares | Mutual Funds | — | — | $2.9M | 1.4% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2055 Premier | Mutual Funds | — | — | $1.8M | 0.9% | |
| TIAA-CREF Lifecycle 2025-Prem 154,479 shares | Mutual Funds | — | — | $1.5M | 0.7% | |
| TIAA-CREF Lifecycle 2020-Prem 157,536 shares | Mutual Funds | — | — | $1.5M | 0.7% | |
| TIAA-CREF Money Market-Inst 1,455,415 shares | Mutual Funds | — | — | $1.5M | 0.7% | |
| TIAA-CREF Mid-Cap Gr-Prem 46,969 shares | Mutual Funds | — | — | $1000K | 0.5% | |
| TIAA-CREF Lifecycle 2015-Prem 55,726 shares | Mutual Funds | — | — | $502K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Prem 32,586 shares | Mutual Funds | — | — | $489K | 0.2% | |
| CREF Money Market R2 15,756 shares | Mutual Funds | — | — | $467K | 0.2% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $299K | 0.1% | |
| TIAA-CREF Lifecycle 2010-Prem 25,946 shares | Mutual Funds | — | — | $257K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Prem 12,737 shares | Mutual Funds | — | — | $164K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle Ret Inc Prem | Mutual Funds | — | — | $42K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
