Jamie Bamber signed Nichols College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nichols College's EIN is 04-2104778.
Download the official 2024 Form 5500 (PDF) for Nichols College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nichols College'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 | 13-1624203 | NEW YORK, NY | RECORD KEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS | 81-5017344 | CONCORD, MA | TPA, FIDUCIARY ADVISOR | $36K | — |
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 Annuity, non benefit-responsive | Mutual Funds | — | — | $6.9M | 17.2% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $3.7M | 9.2% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $3.2M | 8.0% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $3.1M | 7.8% | |
| TIAA CREF Stock | Mutual Funds | — | — | $3.1M | 7.7% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $2.7M | 6.8% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $2.2M | 5.4% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $1.4M | 3.4% | |
| TIAA CREF Growth | Mutual Funds | — | — | $1.1M | 2.8% | |
| Ishares Russell 1000 L-C Index K | Common Collective Trusts | — | — | $959K | 2.4% | |
| TIAA Traditional Annuity, benefit-responsive | Mutual Funds | — | — | $940K | 2.4% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $901K | 2.3% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $885K | 2.2% | |
| TIAA CREF Money Market | Mutual Funds | — | — | $784K | 2.0% | |
| TIAA CREF Global Equities | Mutual Funds | — | — | $732K | 1.8% | |
| s: (continued) * JPMorgan Large Cap Growth R6 | Mutual Funds | — | — | $719K | 1.8% | |
| Blackrock Total Intl ex US lx K | Other securities | — | — | $711K | 1.8% | |
| TIAA CREF Equity Index | Common Collective Trusts | — | — | $589K | 1.5% | |
| PGIM High Yield R6 | Other securities | — | — | $539K | 1.3% | |
| TIAA CREF Social Choice | Mutual Funds | — | — | $439K | 1.1% | |
| PIMCO Short Asset Investment | Mutual Funds | — | — | $428K | 1.1% | |
| Notes receivable from participants Loans to participants with interest rates ranging from 4.25% to 9.50% due through May, 2035 | Bonds / Notes | — | — | $356K | 0.9% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $351K | 0.9% | |
| Ishares Russell 2000 Small Cap Index K | Common Collective Trusts | — | — | $346K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $319K | 0.8% | |
| TIAA CREF Core Bond | Mutual Funds | — | — | $263K | 0.7% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $253K | 0.6% | |
| Nuveen Core Impact Bond | U.S. Treasuries | — | — | $236K | 0.6% | |
| Alliance Bernstein Large Cap Growth Fund Z | Other securities | — | — | $231K | 0.6% | |
| Nuveen Emerging Markets Equity Index | Common Collective Trusts | — | — | $219K | 0.5% | |
| Ishares Russell Mid Cap Index K | Other securities | — | — | $202K | 0.5% | |
| MFS Global Equity Class R6 | Mutual Funds | — | — | $199K | 0.5% | |
| Federated Hermes Mid Cap Growth R6 | Other securities | — | — | $168K | 0.4% | |
| MFS Value Fund Class I | Mutual Funds | — | — | $147K | 0.4% | |
| TIAA CREF Inflation-Linked Bond | Mutual Funds | — | — | $144K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $114K | 0.3% | |
| TIAA Stable Value | Stable Value | — | — | $111K | 0.3% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $104K | 0.3% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $88K | 0.2% | |
| Pax World Global Environmental Markets Institutional | Other securities | — | — | $69K | 0.2% | |
| PIMCO Investment Grade Core Is | Mutual Funds | — | — | $43K | 0.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $29K | <0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $22K | <0.1% | |
| Columbia Overseas Value Inst | Other securities | — | — | $16K | <0.1% | |
| Alliance Bernstein Small Cap Growth Z | Other securities | — | — | $8K | <0.1% |
