Susannah Naylor signed Norwich University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norwich University's EIN is 03-0179424.
Download the official 2024 Form 5500 (PDF) for Norwich University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norwich 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $50K | — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — |
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 and CREF TIAA Traditional Annuity | Mutual Funds | — | — | $50.6M | 28.8% | |
| TIAA and CREF Stock R2 | Mutual Funds | — | — | $26.8M | 15.2% | |
| State Street State Street Equity 500 Indx K | Other securities | — | — | $14.8M | 8.4% | |
| State Street State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $13.9M | 7.9% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $9.9M | 5.6% | |
| TIAA and CREF Equity Index R2 | Common Collective Trusts | — | — | $6.9M | 3.9% | |
| TIAA and CREF Growth R2 | Mutual Funds | — | — | $5.6M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.6M | 2.6% | |
| TIAA and CREF Global Equities R2 | Mutual Funds | — | — | $4.2M | 2.4% | |
| American Century American Fd New Perspective R6 | Other securities | — | — | $3.6M | 2.0% | |
| TIAA and CREF Social Choice R2 | Mutual Funds | — | — | $3.6M | 2.0% | |
| Alliance Bernstein AB Large Cap Growth Fund Z | Other securities | — | — | $3.4M | 1.9% | |
| State Street State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $3.3M | 1.9% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $2.6M | 1.5% | |
| Columbia Contrarian Core Inst3 | Other securities | — | — | $2.3M | 1.3% | |
| Dodge & Cox Dodge & Cox Stock Fund I | Mutual Funds | — | — | $2.1M | 1.2% | |
| State Street State Street Sm Md Cp Eq Idx K | Common Collective Trusts | — | — | $1.8M | 1.0% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $1.5M | 0.8% | |
| T Rowe Price T Rowe Price Overseas Stock I | Mutual Funds | — | — | $1.3M | 0.8% | |
| TIAA and CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.3M | 0.8% | |
| Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $1.2M | 0.7% | |
| MetroWest Metropolitan W Tot Ret Bd Pln | Other securities | — | — | $1.2M | 0.7% | |
| Allspring Spec Mid Cap Val R6 | Other securities | — | — | $1.2M | 0.7% | |
| Parnassus Core Equity Inst | Other securities | — | — | $992K | 0.6% | |
| TIAA and CREF TIAA Stable Value | Stable Value | — | — | $900K | 0.5% | |
| TIAA and CREF Core Bond R2 | Mutual Funds | — | — | $788K | 0.4% | |
| BlackRock iShares Developd Real Est Ix K | Other securities | — | — | $773K | 0.4% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | — | $762K | 0.4% | |
| JPMorgan Emerging Mrkts Eq R6 | Other securities | — | — | $696K | 0.4% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | — | $636K | 0.4% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $386K | 0.2% | |
| TIAA and CREF Nuveen Money Market Retirement | Mutual Funds | — | — | $374K | 0.2% | |
| BlackRock Mid Cap Growth Eq K | Other securities | — | — | $370K | 0.2% | |
| American Century American Century Sm Cap Val R6 | Other securities | — | — | $235K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $44K |
| — |
| BERRY DUNN MCNEIL & PARKER, LLC | 01-0523282 | — | NONE | $16K | — |
