Margaret CARD signed Providence College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Providence College's EIN is 05-0258932.
Download the official 2024 Form 5500 (PDF) for Providence College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Providence College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $60K | — |
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 Non Benefit Responsive Account Insurance contract | Mutual Funds | — | — | $61.9M | 15.7% | |
| CREF Stock R2 Variable annuity contract | Mutual Funds | — | — | $53.2M | 13.5% | |
| Vanguard Inst Idx Inst " | Common Collective Trusts | — | — | $28.1M | 7.1% | |
| Nuveen LfCycle Ix 2045 R6 " | Mutual Funds | — | — | $15.2M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.3M | 3.1% | |
| CREF Social Choice R2 " | Mutual Funds | — | — | $12.3M | 3.1% | |
| Nuveen LfCycle Ix 2040 R6 " | Mutual Funds | — | — | $12.2M | 3.1% | |
| Nuveen LfCycle Ix 2035 R6 " | Mutual Funds | — | — | $11.9M | 3.0% | |
| CREF Growth R2 " | Mutual Funds | — | — | $11.9M | 3.0% | |
| Nuveen LfCycle Ix 2025 R6 " | Mutual Funds | — | — | $9.7M | 2.5% | |
| Vanguard Devlopd Mkts Idx Ins " | Common Collective Trusts | — | — | $9.7M | 2.5% | |
| CREF Global Equities R2 " | Mutual Funds | — | — | $9.2M | 2.3% | |
| Nuveen LfCycle Ix 2030 R6 " | Mutual Funds | — | — | $8.8M | 2.2% | |
| T Rowe Blue Chip Growth " | Other securities | — | — | $8.7M | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Adm " | Common Collective Trusts | — | — | $8.7M | 2.2% | |
| CREF Equity Index R2 " | Common Collective Trusts | — | — | $8.1M | 2.0% | |
| Nuveen LfCyc Ix Ret Inc R6 " ** 273 * Nuveen Large Cap Value R6 " | Mutual Funds | — | — | $7.6M | 1.9% | |
| Nuveen LfCycle Ix 2050 R6 " | Mutual Funds | — | — | $7.6M | 1.9% | |
| Vanguard Extended Mkt Idx Inst " | Common Collective Trusts | — | — | $6.9M | 1.8% | |
| T Rowe Price Equity Income " | Mutual Funds | — | — | $5.5M | 1.4% | |
| Invesco Developing Markets R6 " | Mutual Funds | — | — | $5.0M | 1.3% | |
| Nuveen Quant Small Cp Eq R6 " | Mutual Funds | — | — | $4.7M | 1.2% | |
| American EuroPac Growth R6 " | Other securities | — | — | $4.3M | 1.1% | |
| Vanguard Explorer Value Inv " | Mutual Funds | — | — | $3.9M | 1.0% | |
| Vanguard Infl Protect Sec Adm " | Mutual Funds | — | — | $3.5M | 0.9% | |
| Nuveen LfCycle Ix 2020 R6 " | Mutual Funds | — | — | $3.4M | 0.9% | |
| CREF Core Bond R2 " | Mutual Funds | — | — | $3.2M | 0.8% | |
| Nuveen LfCycle Ix 2055 R6 " | Mutual Funds | — | — | $3.1M | 0.8% | |
| T Rowe Price New Horizons " | Mutual Funds | — | — | $2.9M | 0.7% | |
| T Rowe Price Small Cp Stk " | Mutual Funds | — | — | $2.9M | 0.7% | |
| Nuveen LfCycle Ix 2015 R6 " | Mutual Funds | — | — | $2.8M | 0.7% | |
| T Rowe Price Mid Cap Growth " | Mutual Funds | — | — | $2.7M | 0.7% | |
| BlackRock Total Return K " | Other securities | — | — | $2.6M | 0.7% | |
| Vanguard Federal Money Mkt Inv " | Mutual Funds | — | — | $2.6M | 0.7% | |
| CREF Inflation-Linked Bond R2 " | Mutual Funds | — | — | $2.3M | 0.6% | |
| CREF Money Market R2 " | Mutual Funds | — | — | $2.3M | 0.6% | |
| Nuveen LfCycle Ix 2010 R6 " | Mutual Funds | — | — | $1.6M | 0.4% | |
| Nuveen Internatl Equity R6 Mutual fund | Mutual Funds | — | — | $1.2M | 0.3% | |
| Nuveen LfCycle Ix 2060 R6 " | Mutual Funds | — | — | $1.1M | 0.3% | |
| Janus Henderson Dev World Bd N " | Mutual Funds | — | — | $1.0M | 0.3% | |
| Nuveen Mid Cap Growth R6 " | Mutual Funds | — | — | $221K | <0.1% | |
| Self-Directed Accounts Self-directed brokerage account | Self-Directed Brokerage | — | — | $192K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 " | Mutual Funds | — | — | $122K | <0.1% | |
| VOYA GROWTH AND INCOME PORTFOLIO I VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $114K | <0.1% | |
| Fidelity VIP Growth Portfolio I " | Mutual Funds | — | — | $88K | <0.1% | |
| Voya Growth and Income Portfolio I " | Other securities | — | — | $66K | <0.1% | |
| Fidelity VIP Contrafund Portfolio I " | Mutual Funds | — | — | $36K | <0.1% | |
| Voya Index Plus LargeCap Portfolio I " | Other securities | — | — | $23K | <0.1% | |
| Voya Large Cap Growth Portfolio Inst " | Other securities | — | — | $22K | <0.1% | |
| Voya Solution Balanced Pt I " | Other securities | — | — | $3K | <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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $15K | — |
