ANN Marie Driscoll signed Emerson College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emerson College's EIN is 04-1286950.
Download the official 2024 Form 5500 (PDF) for Emerson College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emerson College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $147K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $4K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $1K | — |
| VALIC | 74-1625348 | — | RECORDKEEPER | $270 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKER | $89 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Account Guaranteed insurance contract | Mutual Funds | — | — | $17.5M | 7.2% | |
| CREF Stock R2 Variable annuity contract | Mutual Funds | — | — | $16.5M | 6.8% | |
| Nuveen Lifecycle 2025 R6 Fund " | Mutual Funds | — | — | $13.4M | 5.5% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $11.6M | 4.8% | |
| Nuveen Lifecycle 2035 R6 Fund " | Mutual Funds | — | — | $11.5M | 4.7% | |
| Nuveen Lifecycle 2045 R6 Fund " | Mutual Funds | — | — | $11.5M | 4.7% | |
| Nuveen Lifecycle 2040 R6 Fund " | Mutual Funds | — | — | $11.4M | 4.7% | |
| Nuveen Lifecycle 2030 R6 Fund " | Mutual Funds | — | — | $9.3M | 3.8% | |
| CREF Growth R2 " | Mutual Funds | — | — | $8.7M | 3.6% | |
| Nuveen Lifecycle 2050 R6 Fund " | Mutual Funds | — | — | $7.2M | 3.0% | |
| CREF Global Equities R2 " | Mutual Funds | — | — | $6.1M | 2.5% | |
| CREF Social Choice R2 " | Mutual Funds | — | — | $5.8M | 2.4% | |
| Fidelity Growth Company K6 Fund " | Mutual Funds | — | — | $5.2M | 2.1% | |
| Nuveen Lifecycle 2020 R6 Fund " | Mutual Funds | — | — | $4.8M | 2.0% | |
| CREF Equity Index R2 " | Common Collective Trusts | — | — | $4.1M | 1.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares " | Common Collective Trusts | — | — | $3.6M | 1.5% | |
| Vanguard Developing Markets Index Fund Admiral Shares " | Common Collective Trusts | — | — | $3.3M | 1.4% | |
| Nuveen Lifecycle 2055 R6 Fund " | Mutual Funds | — | — | $3.3M | 1.4% | |
| CREF Core Bond R2 " | Mutual Funds | — | — | $3.0M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 1.0% | |
| Vanguard Mid Cap Index Fund Admiral Shares " | Common Collective Trusts | — | — | $2.4M | 1.0% | |
| Nuveen Lifecycle 2025 Fund Retirement Class " | Mutual Funds | — | — | $2.2M | 0.9% | |
| Nuveen Lifecycle 2030 Fund Retirement Class " | Mutual Funds | — | — | $2.1M | 0.8% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.9M | 0.8% | |
| CREF Inflation-Linked Bond R2 " | Mutual Funds | — | — | $1.8M | 0.8% | |
| CREF Money Market R2 " | Mutual Funds | — | — | $1.8M | 0.8% | |
| Nuveen International Equity Fund Retirement Class " | Mutual Funds | — | — | $1.8M | 0.7% | |
| Vanguard Small Cap Index Fund Admiral Shares " | Common Collective Trusts | — | — | $1.8M | 0.7% | |
| Nuveen Large Cap Value Fund Retirement Class " | Mutual Funds | — | — | $1.5M | 0.6% | |
| Nuveen Lifecycle 2040 Fund Retirement Class " | Mutual Funds | — | — | $1.5M | 0.6% | |
| Vanguard Equity-Income Fund Admiral Shares " | Mutual Funds | — | — | $1.4M | 0.6% | |
| Nuveen Lifecycle 2015 R6 Fund " | Mutual Funds | — | — | $1.4M | 0.6% | |
| Nuveen Quant Small Cap Equity Fund Retirement Class " | Mutual Funds | — | — | $1.4M | 0.6% | |
| Nuveen Lifecycle 2045 Fund Retirement Class " | Mutual Funds | — | — | $1.4M | 0.6% | |
| Parnassus Core Equity Institutional Fund " | Other securities | — | — | $1.3M | 0.5% | |
| Personal Choice Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.3M | 0.5% | |
| Nuveen Lifecycle 2060 R6 Fund " | Mutual Funds | — | — | $1.2M | 0.5% | |
| Nuveen Lifecycle 2035 Fund Retirement Class " | Mutual Funds | — | — | $1.2M | 0.5% | |
| Fidelity Freedom 2020 Fund " | Mutual Funds | — | — | $1.1M | 0.5% | |
| Nuveen Lifecycle 2015 Fund Retirement Class " | Mutual Funds | — | — | $1.1M | 0.5% | |
| Fidelity Freedom Income Fund " | Mutual Funds | — | — | $1.1M | 0.4% | |
| Nuveen Lifecycle 2050 Fund Retirement Class " | Mutual Funds | — | — | $1.1M | 0.4% | |
| Nuveen Mid Cap Value Fund Retirement Class " | Mutual Funds | — | — | $1.0M | 0.4% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $1.0M | 0.4% | |
| Fidelity Freedom 2040 Fund " | Mutual Funds | — | — | $958K | 0.4% | |
| Valic Co. Aggressive Lifestyle " | Common Stocks | — | — | $867K | 0.4% | |
| Vanguard Explorer Fund Admiral Shares " | Mutual Funds | — | — | $846K | 0.3% | |
| Valic Co. Stock Index Fund " | Common Collective Trusts | — | — | $836K | 0.3% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $835K | 0.3% | |
| Hartford International Opportunities R6 Fund " | Other securities | — | — | $784K | 0.3% |
