Denise Gallop signed Husson University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Husson University's EIN is 01-0271210.
Download the official 2024 Form 5500 (PDF) for Husson University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Husson University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $105K | — |
| VARIABLE ANNUITY LIFE INSURANCE | 74-1625348 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $7.7M | 11.5% | |
| TIAA CREF Equity Index Retire | Common Collective Trusts | — | — | $4.7M | 7.0% | |
| TIAA CREF TIAA Intl Eqty Idx Retire | Common Collective Trusts | — | — | $3.8M | 5.7% | |
| Fidelity Low-Priced Stk | Mutual Funds | — | — | $3.1M | 4.6% | |
| VALIC Fixed Interest | Other securities | — | — | $2.9M | 4.3% | |
| Fidelity SMPC Discovery | Mutual Funds | — | — | $2.8M | 4.2% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $2.5M | 3.7% | |
| Vanguard Tl Bd Mk Idx Adm | Common Collective Trusts | — | — | $2.3M | 3.5% | |
| Vanguard Tgt Rtmt 2040 | Mutual Funds | — | — | $2.3M | 3.5% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $2.3M | 3.4% | |
| Vanguard Tgt Rtmt 2035 | Mutual Funds | — | — | $1.6M | 2.4% | |
| Vanguard Tgt Rtmt 2050 | Mutual Funds | — | — | $1.5M | 2.2% | |
| TIAA CREF Equity Index R1 | Common Collective Trusts | — | — | $1.5M | 2.2% | |
| Vanguard Tgt Rtmt 2030 | Mutual Funds | — | — | $1.2M | 1.8% | |
| Vanguard Info Tech IDX Adm | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $1.1M | 1.7% | |
| Vanguard Tgt Rtmt 2055 | Mutual Funds | — | — | $1.0M | 1.5% | |
| Fidelity Advisor Strat Inc Fund | Mutual Funds | — | — | $985K | 1.5% | |
| Vanguard Tgt Rtmt 2045 | Mutual Funds | — | — | $959K | 1.4% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $824K | 1.2% | |
| Vanguard Dividend Growth | Mutual Funds | — | — | $815K | 1.2% | |
| American Century Amercent CP Pres Mm Inv | Other securities | — | — | $782K | 1.2% | |
| Fidelity Total Bond | Mutual Funds | — | — | $752K | 1.1% | |
| Vanguard Tgt Rtmt 2020 | Mutual Funds | — | — | $728K | 1.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $713K | 1.1% | |
| Vanguard FTSE Social Ind Adm | Mutual Funds | — | — | $675K | 1.0% | |
| Lincoln Fidelity Growth Portfolio | Mutual Funds | — | — | $675K | 1.0% | |
| TIAA CREF TIAA Real Estate Sec Ret | Mutual Funds | — | — | $654K | 1.0% | |
| Vanguard Tgt Rtmt Inc | Mutual Funds | — | — | $615K | 0.9% | |
| Vanguard Tgt Rtmt 2025 | Mutual Funds | — | — | $590K | 0.9% | |
| Fidelity Large Cap Growth Ind | Mutual Funds | — | — | $521K | 0.8% | |
| Lincoln Fixed Account | Other securities | — | — | $496K | 0.7% | |
| Lincoln LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $489K | 0.7% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $473K | 0.7% | |
| VALIC Fixed Account Plus | Other securities | — | — | $461K | 0.7% | |
| Vanguard Tgt Rtmt 2060 | Mutual Funds | — | — | $428K | 0.6% | |
| TIAA CREF Bond Market R1 | Mutual Funds | — | — | $392K | 0.6% | |
| VALIC Core Bond Fund | Other securities | — | — | $325K | 0.5% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $320K | 0.5% | |
| TIAA CREF TIAA Real Estate | Mutual Funds | — | — | $308K | 0.5% | |
| Vanguard Inf Pro Sec Adml | Mutual Funds | — | — | $284K | 0.4% | |
| Vanguard Windsor II | Mutual Funds | — | — | $280K | 0.4% | |
| Eaton Vance Eaton Vance High Income Opp | Other securities | — | — | $251K | 0.4% | |
| VALIC Mid Cap Strategic Gwth | Other securities | — | — | $241K | 0.4% | |
| TIAA CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $240K | 0.4% | |
| Vanguard Wellington Fund Inc | Mutual Funds | — | — | $221K | 0.3% | |
| Parnassus Value Equity | Other securities | — | — | $215K | 0.3% | |
| TIAA CREF Social Choice R1 | Mutual Funds | — | — | $197K | 0.3% | |
| TIAA CREF GROUP CONTRACT 328058 TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $193K | 0.3% | |
| Lincoln Fidelity Asset Manager Portfolio | Mutual Funds | — | — | $191K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
