LISA Heffernan signed Southern New Hampshire University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern New Hampshire University's EIN is 02-0274509.
Download the official 2024 Form 5500 (PDF) for Southern New Hampshire University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern New Hampshire University's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INVST INSTL OPS CO | 04-2647786 | — | RECORDKEEPING/ CONTRACT | $304K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2055 R6 Mutual funds | Mutual Funds | — | — | $41.7M | 14.6% | |
| American Funds Target Date 2050 R6 Mutual funds | Mutual Funds | — | — | $34.1M | 12.0% | |
| American Funds Target Date 2045 R6 Mutual funds | Mutual Funds | — | — | $30.4M | 10.6% | |
| American Funds Target Date 2035 R6 Mutual funds | Mutual Funds | — | — | $26.0M | 9.1% | |
| American Funds Target Date 2040 R6 Mutual funds | Mutual Funds | — | — | $23.8M | 8.4% | |
| American Funds Target Date 2060 R6 Mutual funds | Mutual Funds | — | — | $19.5M | 6.8% | |
| American Funds Target Date 2030 R6 Mutual funds | Mutual Funds | — | — | $19.4M | 6.8% | |
| Fidelity 500 Index Fund Mutual funds | Common Collective Trusts | — | — | $13.7M | 4.8% | |
| American Funds Target Date 2025 R6 Mutual funds | Mutual Funds | — | — | $10.3M | 3.6% | |
| CREF Stock Fund Variable rate annuities | Mutual Funds | — | — | $5.8M | 2.0% | |
| American Funds Target Date 2020 R6 Mutual funds | Mutual Funds | — | — | $5.0M | 1.8% | |
| Harbor Capital Appreciation Retirement Mutual funds | Other securities | — | — | $3.0M | 1.1% | |
| CREF Growth Fund Variable rate annuities | Mutual Funds | — | — | $3.0M | 1.0% | |
| American Funds Target Date 2015 R6 Mutual funds | Mutual Funds | — | — | $2.5M | 0.9% | |
| Fixed rate annuity contract, non * TIAA Traditional Fund benefit-responsive | Mutual Funds | — | — | $2.1M | 0.7% | |
| CREF Equity Index Fund Variable rate annuities | Common Collective Trusts | — | — | $1.7M | 0.6% | |
| Vanguard FTSE Social Index Admiral Mutual funds | Mutual Funds | — | — | $1.7M | 0.6% | |
| Vanguard Federal Money Market Fund Mutual funds | Mutual Funds | — | — | $1.6M | 0.6% | |
| CREF Global Equities Fund Variable rate annuities | Mutual Funds | — | — | $1.4M | 0.5% | |
| Fidelity Extended Market Index Fund Mutual funds | Common Collective Trusts | — | — | $1.4M | 0.5% | |
| American Funds Target Date 2065 R6 Mutual funds | Mutual Funds | — | — | $1.4M | 0.5% | |
| Fidelity Total International Index Fund Mutual funds | Common Collective Trusts | — | — | $926K | 0.3% | |
| Black Rock Total Return Fund K Mutual funds | Other securities | — | — | $886K | 0.3% | |
| MFS Value Fund Class R6 Mutual funds | Mutual Funds | — | — | $854K | 0.3% | |
| CREF Social Choice Fund Variable rate annuities | Mutual Funds | — | — | $728K | 0.3% | |
| CREF Core Bond Fund Variable rate annuities | Mutual Funds | — | — | $641K | 0.2% | |
| American Funds Target Date 2010 R6 Mutual funds | Mutual Funds | — | — | $588K | 0.2% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $543K | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $510K | 0.2% | |
| CREF Money Market Fund Variable rate annuities | Mutual Funds | — | — | $414K | 0.1% | |
| American Funds Europac Growth R6 Mutual funds | Mutual Funds | — | — | $355K | 0.1% | |
| GOLDMAN SACHS STABLE VALUE COLL TR GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $324K | 0.1% | |
| CREF Inflation Linked Bond Fund Variable rate annuities | Mutual Funds | — | — | $187K | <0.1% | |
| maturing through 2030 $ - | Other securities | — | — | $176K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
