Stephen J Nedder Jr. signed Curry College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curry College's EIN is 04-2199867.
Download the official 2024 Form 5500 (PDF) for Curry College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curry 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDERS | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | SERVICE PROVIDER | $37K | — |
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 Traditional Annuity Contract Insurance Company General Account | Mutual Funds | — | — | $26.8M | 18.6% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $16.7M | 11.6% | |
| CREF Stock R2 Registered investment co. | Mutual Funds | — | — | $15.7M | 10.9% | |
| Fidelity Freedom 2035 Fund Mutual fund | Mutual Funds | — | — | $9.0M | 6.2% | |
| Fidelity Freedom 2030 Fund Mutual fund | Mutual Funds | — | — | $5.7M | 4.0% | |
| CREF Growth R2 Registered investment co. | Mutual Funds | — | — | $5.4M | 3.8% | |
| VY TRowePrice Captl Apprec Pt Inst Mutual fund | Other securities | — | — | $5.0M | 3.5% | |
| CREF Global Equities R2 Registered investment co. | Mutual Funds | — | — | $5.0M | 3.4% | |
| Fidelity Freedom 2025 Fund Mutual fund | Mutual Funds | — | — | $4.9M | 3.4% | |
| CREF Equity Index R2 Registered investment co. | Common Collective Trusts | — | — | $4.7M | 3.3% | |
| TIAA Traditional Benefit Responsive Fixed annuity contracts | Mutual Funds | — | — | $4.4M | 3.1% | |
| Fidelity Freedom 2040 Fund Mutual fund | Mutual Funds | — | — | $4.2M | 2.9% | |
| Fidelity Freedom 2045 Fund Mutual fund | Mutual Funds | — | — | $2.9M | 2.0% | |
| Fidelity Freedom 2020 Fund Mutual fund | Mutual Funds | — | — | $2.9M | 2.0% | |
| CREF Social Choice R2 Registered investment co. | Mutual Funds | — | — | $2.8M | 2.0% | |
| Fidelity Mid Cap Idx Fd Mutual fund | Common Collective Trusts | — | — | $2.7M | 1.9% | |
| Fidelity Freedom 2050 Fund Mutual fund | Mutual Funds | — | — | $2.6M | 1.8% | |
| Vangrd FTSE Social Ind Fd Adm Mutual fund | Other securities | — | — | $2.5M | 1.8% | |
| CREF Core Bond R2 Registered investment co. | Mutual Funds | — | — | $2.1M | 1.5% | |
| JPMorgan LgCp Grw Fnd R4 Mutual fund | Other securities | — | — | $2.0M | 1.4% | |
| Fidelity Sm Cp Ind Fd Mutual fund | Mutual Funds | — | — | $1.7M | 1.2% | |
| PIMCO Income Fund Adm Mutual fund | Mutual Funds | — | — | $1.6M | 1.1% | |
| Fidelity Freedom 2015 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| Voya Fixed Plus Account III Investment contract | Other securities | — | — | $1.5M | 1.0% | |
| Fid US Bd Id Fd Mutual fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.4M | 1.0% | |
| Fidelity Intl Index Fnd Mutual fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| CREF Inflation-Linked Bond R2 Registered investment co. | Mutual Funds | — | — | $1.0M | 0.7% | |
| Fidelity Freedom 2055 Fund Mutual fund | Mutual Funds | — | — | $1.0M | 0.7% | |
| CREF Money Market R2 Registered Investment Company | Mutual Funds | — | — | $910K | 0.6% | |
| Fidelity Adv Total Bond Fund Inst Mutual fund | Mutual Funds | — | — | $882K | 0.6% | |
| Fidelity Freedom Income Fund Mutual fund | Mutual Funds | — | — | $881K | 0.6% | |
| PGIM High Yield Fund Z Mutual fund | Other securities | — | — | $858K | 0.6% | |
| American Funds New World Fund R4 Mutual fund | Mutual Funds | — | — | $609K | 0.4% | |
| AmCen Small Cap Value Fund R6 Mutual fund | Other securities | — | — | $587K | 0.4% | |
| Fidelity Freedom 2060 Fund Mutual fund | Mutual Funds | — | — | $454K | 0.3% | |
| Cohen&Steers Real Est S Fd Z Mutual fund | Other securities | — | — | $384K | 0.3% | |
| Putnam Lrg Cp Val Fd - Cl A Mutual fund | Mutual Funds | — | — | $342K | 0.2% | |
| Participant loans Interest rate at 4.25% to 9.50% - | Bonds / Notes | — | — | $280K | 0.2% | |
| DFA Inflat-Prot Securities Port Inst Mutual fund | Mutual Funds | — | — | $276K | 0.2% | |
| Fidelity Freedom 2065 Fund Mutual fund | Mutual Funds | — | — | $41K | <0.1% | |
| MAP SEPARATE ACCOUNT D VOYA INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| CHRISTINE M MENARD | — | DOUGLAS, MA | BROKER/DEALER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC. | 04-2530412 | — | SERVICE PROVIDER | $16K | — |
