Bay PATH University's EIN is 04-2103865.
Download the official 2024 Form 5500 (PDF) for Bay PATH University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay PATH University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS & ANNUITY ASSOC | 13-1624203 | — | CONTRACT ADMINISTRATOR | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | WINDSOR, CT | ADVISORY | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $7.4M | 11.0% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $5.0M | 7.5% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $4.6M | 6.9% | |
| Registered Investment Companies Variable annuity contracts * CREF Stock R1 | Mutual Funds | — | — | $3.6M | 5.3% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $3.4M | 5.0% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.3M | 4.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $3.2M | 4.8% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $2.8M | 4.1% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $2.6M | 3.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.5M | 3.7% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $2.4M | 3.6% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $2.0M | 3.0% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $1.9M | 2.8% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.9M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 2.3% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.5M | 2.3% | |
| T. Rowe Price Retirement 2015 I | Other securities | — | — | $1.5M | 2.2% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.5M | 2.2% | |
| Vanguard Total Intl Stk Indx Adm | Mutual Funds | — | — | $1.4M | 2.1% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $1.3M | 2.0% | |
| Eaton Vance Atlanta Cap SMID Cap R6 | Other securities | — | — | $1.2M | 1.8% | |
| CREF Stock R4 | Mutual Funds | — | — | $1.0M | 1.5% | |
| Vanguard Ttl Bd Market Idx Adm | Common Collective Trusts | — | — | $904K | 1.3% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $814K | 1.2% | |
| s * TIAA Traditional Benefit Responsive | Guaranteed Income / GIC | — | — | $798K | 1.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $742K | 1.1% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $714K | 1.1% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $655K | 1.0% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $607K | 0.9% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $593K | 0.9% | |
| Diamond Hill SM/Mid Cap Y | Other securities | — | — | $582K | 0.9% | |
| TIAA Stable Value | Stable Value | — | — | $582K | 0.9% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $509K | 0.8% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $384K | 0.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $340K | 0.5% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $311K | 0.5% | |
| Participant Loans (interest at 4.25% - 9.50%) -0- | Bonds / Notes | — | — | $294K | 0.4% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | — | $276K | 0.4% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $273K | 0.4% | |
| T. Rowe Price Retirement 2005 I | Other securities | — | — | $136K | 0.2% | |
| Loomis Sayles Global Bond Inst | Other securities | — | — | $62K | <0.1% |
