Assumption University's EIN is 04-2105776.
Download the official 2024 Form 5500 (PDF) for Assumption University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assumption University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS LLC | 36-4001764 | — | NONE | $59K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $4.5M | 3.1% |
| SEPARATE ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOWE & DEGON, LLC | 04-3379904 | — | NONE | $18K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $6K | — |
