Wellesley College's EIN is 04-2103637.
Download the official 2024 Form 5500 (PDF) for Wellesley College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellesley College's plan includes a 403(b) annuity, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER COMPANY INC | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $50K | — |
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 |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMINISTRATO | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARVARD SQUARE FINANCIAL PLANNING | 46-0927748 | — | NONE | $22K | — |
| HARRY K. FRIEDMAN | 03-4407517 | — | NONE | $8K | — |
| MP, P.C. | 04-3191789 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $115.6M | 14.7% | |
| CREF Stock R2 | Mutual Funds | — | — | $104.3M | 13.2% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $63.4M | 8.1% | |
| Vanguard Growth Index Inst | Mutual Funds | — | — | $41.0M | 5.2% | |
| Nuveen Equity Index R6 | Mutual Funds | — | — | $35.1M | 4.5% | |
| Vanguard Inst Tg Rtm 2040 Inst | Mutual Funds | — | — | $34.1M | 4.3% | |
| Vanguard Small-Cap Idx Inst | Common Collective Trusts | — | — | $31.8M | 4.0% | |
| Vanguard Value Index Inst | Mutual Funds | — | — | $29.8M | 3.8% | |
| Vanguard Devlopd Mkts Idx Ins | Common Collective Trusts | — | — | $28.8M | 3.7% | |
| Vanguard Inst Tg Rtm 2035 Inst | Mutual Funds | — | — | $24.4M | 3.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $23.9M | 3.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $23.5M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $23.2M | 2.9% | |
| Vanguard Inst Tg Rtm 2045 Inst | Mutual Funds | — | — | $19.6M | 2.5% | |
| CREF Growth R2 | Mutual Funds | — | — | $18.9M | 2.4% | |
| Vanguard Inst Tg Rtm 2030 Inst | Mutual Funds | — | — | $16.5M | 2.1% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $16.4M | 2.1% | |
| Vanguard Inst Tg Rtm 2050 Inst | Mutual Funds | — | — | $15.4M | 2.0% | |
| Vanguard Inst Tg Rtm 2025 Inst | Mutual Funds | — | — | $15.3M | 1.9% | |
| Vanguard Emr Mkts Stk Idx Inst | Common Collective Trusts | — | — | $12.1M | 1.5% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $10.8M | 1.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $10.2M | 1.3% | |
| Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $8.0M | 1.0% | |
| Vanguard Inst Tg Rtm 2055 Inst | Mutual Funds | — | — | $7.0M | 0.9% | |
| Oakmark Global Institutional | Other securities | — | — | $6.8M | 0.9% | |
| Vanguard Inst Tg Rtm 2020 Inst | Mutual Funds | — | — | $5.9M | 0.8% | |
| Vanguard Tg Rtm Income | Mutual Funds | — | — | $5.7M | 0.7% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $3.8M | 0.5% | |
| Variable annuity contracts * CREF Core Bond R2 | Mutual Funds | — | — | $3.5M | 0.4% | |
| TIAA-CREF Self Directed Account | Self-Directed Brokerage | — | — | $2.8M | 0.4% | |
| Vanguard Inst Tg Rtm 2060 Inst | Mutual Funds | — | — | $2.5M | 0.3% | |
| Fidelity Growth Company | Mutual Funds | — | — | $2.5M | 0.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $2.1M | 0.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.1M | 0.3% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.0M | 0.2% | |
| Fidelity Blue Chip Gr | Mutual Funds | — | — | $1.3M | 0.2% | |
| Fidelity Balanced | Mutual Funds | — | — | $1.3M | 0.2% | |
| Fidelity Magellan | Mutual Funds | — | — | $1.2M | 0.2% | |
| Fidelity Low Priced Stk | Mutual Funds | — | — | $1.1M | 0.1% | |
| Fidelity Real Estate Invs | Mutual Funds | — | — | $1.1M | 0.1% | |
| Participant Loans (interest rate at 4.25% - 9.50%) -0- | Bonds / Notes | — | — | $946K | 0.1% | |
| Calvert Balanced Fd CL A | Common Stocks | — | — | $844K | 0.1% | |
| Vanguard Inst Tg Rtm 2065 Inst | Mutual Funds | — | — | $628K | <0.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $574K | <0.1% | |
| Vanguard Inst Tg Rtm 2070 Inst | Mutual Funds | — | — | $572K | <0.1% | |
| Fidelity Puritan | Mutual Funds | — | — | $547K | <0.1% | |
| Calvert Equity Fd A | Other securities | — | — | $514K | <0.1% | |
| Fidelity Strategic Income | Mutual Funds | — | — | $458K | <0.1% | |
| Fidelity Sel Med Tech & Dv | Mutual Funds | — | — | $440K | <0.1% | |
| Fidelity Value | Mutual Funds | — | — | $422K | <0.1% |
