Juan Bradley signed Clark University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark University's EIN is 04-2111203.
Download the official 2024 Form 5500 (PDF) for Clark University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $103K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA, FSB 403(b) (7) Custodial Accounts | Mutual Funds | — | — | $129.4M | 34.3% | |
| CREF 403(b) (1) Annuity Contracts | Mutual Funds | — | — | $113.1M | 29.9% | |
| TIAA 403(b) (I) Annuity Contracts | Mutual Funds | — | — | $90.8M | 24.1% | |
| Fidelity Management 403(b) (7) Custodial Accounts | Mutual Funds | — | — | $44.2M | 11.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.5M | 3.0% | |
| Maturities through June 2033 | Other securities | — | — | $158K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $75K |
| — |
