April O'DELL signed Champlain College Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Champlain College Incorporated's EIN is 03-0220266.
Download the official 2024 Form 5500 (PDF) for Champlain College Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Champlain College Incorporated's plan includes ERISA 404(c) participant direction, 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 | — | NONE | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $24K | — |
| MCSOLEY MCCOY & CO. | 03-0327374 |
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-CREF TIAA Traditional Annuity (including $14,044,943 fully benefit-responsive portion) | Mutual Funds | — | $14.0M | $26.0M | 22.3% | |
| Nuveen-CREF Eq Index-Inst | Mutual Funds | — | $462K | $18.9M | 16.2% | |
| Nuveen-CREF Intl Eq Idx-Inst | Common Collective Trusts | — | $826K | $18.2M | 15.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | $96K | $11.0M | 9.5% | |
| TIAA-CREF CREF Stock R2 | Mutual Funds | — | $11K | $10.0M | 8.5% | |
| CREF Growth R2 | Mutual Funds | — | $10K | $5.2M | 4.5% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | $34K | $4.2M | 3.6% | |
| DFA Inflation ProtSecPortInst | Mutual Funds | — | $380K | $4.1M | 3.5% | |
| CREF Global Equities R2 346 | Mutual Funds | — | — | $3.7M | 3.2% | |
| Nuveen -CREF Core Bond-Inst | Mutual Funds | — | $394K | $3.6M | 3.1% | |
| CREF Equity Index R2 | Common Collective Trusts | — | $5K | $2.5M | 2.1% | |
| CREF Social Choice R2 | Mutual Funds | — | $6K | $2.1M | 1.8% | |
| CREF Core Bond R2 | Mutual Funds | — | $12K | $1.6M | 1.3% | |
| Nuveen -CREF Money Market-Inst | Mutual Funds | — | $1.1M | $1.1M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $895K | 0.8% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | $10K | $854K | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | $20K | $587K | 0.5% | |
| Nuveen-CREF Lg-Cap Val Idx-Inst | Common Collective Trusts | — | $15K | $383K | 0.3% | |
| BlackRock High Yield Bd Instl | Other securities | — | $48K | $342K | 0.3% | |
| DFA GLOBAL EQUITY I | Mutual Funds | — | $9K | $305K | 0.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $2K | $198K | 0.2% | |
| Sun America Variable Annuity Contracts | Other securities | — | — | $103K | <0.1% | |
| Vanguard Mid-Cap Idx Adm 311 | Common Collective Trusts | — | — | $102K | <0.1% | |
| MFS International Growth Cl R6 | Mutual Funds | — | $2K | $88K | <0.1% | |
| Blaclrock Stra Inc Opp Port | Common Stocks | — | $8K | $76K | <0.1% | |
| DFA US Small Cap Value I 931 | Mutual Funds | — | — | $45K | <0.1% | |
| Dodge & Cox Intl Stock Fund 848 | Mutual Funds | — | — | $42K | <0.1% | |
| Nationwide Variable Annuity Contracts | Other securities | — | — | $26K | <0.1% | |
| Allspring Small Co Growth Inst 366 | Common Stocks | — | — | $13K | <0.1% | |
| PGIM Global Total Return R6 | Other securities | — | $2K | $11K | <0.1% | |
| MFS Mid Cap Value Class R6 330 | Mutual Funds | — | — | $10K | <0.1% | |
| MassMutual Mid Cap Growth I 430 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $16K |
| — |
| SETAWAY LLC | 46-5055797 | — | NONE | $15K | — |
