John Whelan signed YALE University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YALE University's EIN is 06-0646973.
Download the official 2024 Form 5500 (PDF) for YALE University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YALE 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 | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREITLER FINANCIAL, LLC | 06-1340298 | — | NONE | $92K | — |
| TIDEWATER WEALTH MANAGEMENT |
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.
| 87-3087476 |
| — |
| NONE |
| $58K |
| — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $52K | — |
| ASSETMARK,INC. | 58-2113323 | — | NONE | $6K | — |
