Grace Zontini signed St. John's University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. John's University's EIN is 11-1630830.
Download the official 2024 Form 5500 (PDF) for St. John's University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. John's University'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 | $136K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $101K | — |
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 Accounts - Non-Benefit Responsive Insurance contracts | Mutual Funds | — | — | $351.2M | 24.2% | |
| CREF Stock Fund R2 Registered investment companies | Mutual Funds | — | — | $212.5M | 14.7% | |
| Vanguard Inst Idx – Inst Fund Registered investment companies | Common Collective Trusts | — | — | $85.7M | 5.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $43.5M | 3.0% | |
| CREF Growth Fund R2 Registered investment companies | Mutual Funds | — | — | $40.9M | 2.8% | |
| Vanguard Extended Mkt Idx Inst Fund Registered investment companies | Common Collective Trusts | — | — | $38.5M | 2.7% | |
| Vanguard Ttl Intl Stk Idx Inst Fund Registered investment companies | Common Collective Trusts | — | — | $37.3M | 2.6% | |
| Fidelity Growth Company K6 Fund Registered investment companies | Mutual Funds | — | — | $37.3M | 2.6% | |
| T Rowe Price Equity Income I Registered investment companies | Mutual Funds | — | — | $31.5M | 2.2% | |
| Vanguard Inst Index Fund Registered investment companies | Common Collective Trusts | — | — | $28.6M | 2.0% | |
| Nuveen Large Cap Resp Eq R6 Registered investment companies | Mutual Funds | — | — | $23.8M | 1.6% | |
| CREF Global Equities Fund R2 Registered investment companies | Mutual Funds | — | — | $22.8M | 1.6% | |
| T. Rowe Price Retirement 2030 I Fund Registered investment companies | Other securities | — | — | $21.6M | 1.5% | |
| T. Rowe Price Rtmt 2035 I Registered investment companies | Other securities | — | — | $20.0M | 1.4% | |
| T. Rowe Price Rtmt 2040 I Registered investment companies | Other securities | — | — | $19.8M | 1.4% | |
| T. Rowe Price Rtmt 2045 I Registered investment companies | Other securities | — | — | $19.3M | 1.3% | |
| T. Rowe Price Rtmt 2030 I Registered investment companies | Other securities | — | — | $17.9M | 1.2% | |
| CREF Equity Index Fund R2 Registered investment companies | Common Collective Trusts | — | — | $17.8M | 1.2% | |
| T. Rowe Price Retirement 2025 I Fund Registered investment companies | Other securities | — | — | $17.7M | 1.2% | |
| American Europac Growth Fund R6 Registered investment companies | Mutual Funds | — | — | $17.5M | 1.2% | |
| Western Asset Core Plus Bnd IS Registered investment companies | Other securities | — | — | $15.8M | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Inst Registered investment companies | Common Collective Trusts | — | — | $15.6M | 1.1% | |
| Fidelity Contrafund K6 Fund Registered investment companies | Mutual Funds | — | — | $15.6M | 1.1% | |
| CREF Core Bond Market Fund R2 Registered investment companies | Mutual Funds | — | — | $12.7M | 0.9% | |
| T. Rowe Price Retirement 2040 I Fund Registered investment companies | Other securities | — | — | $12.1M | 0.8% | |
| T. Rowe Price Rtmt 2025 I Registered investment companies | Other securities | — | — | $11.3M | 0.8% | |
| T. Rowe Price Rtmt 2050 I Registered investment companies | Other securities | — | — | $10.8M | 0.7% | |
| CREF Money Market Fund R2 Registered investment companies | Mutual Funds | — | — | $10.4M | 0.7% | |
| Vanguard VMMR-Fed MMKT Registered investment companies | Mutual Funds | — | — | $10.3M | 0.7% | |
| Vanguard Federal Money Mkt Inv Registered investment companies | Mutual Funds | — | — | $10.1M | 0.7% | |
| Diamond Hill SM/Mid Cap Y Registered investment companies | Other securities | — | — | $9.8M | 0.7% | |
| Eaton Vance Atl Cap SMID Ca R6 Registered investment companies | Other securities | — | — | $9.4M | 0.7% | |
| Vanguard Infl Protect Sec Inst Registered investment companies | Mutual Funds | — | — | $9.1M | 0.6% | |
| Harbor Capital Appreciation Rt Registered investment companies | Other securities | — | — | $8.7M | 0.6% | |
| T. Rowe Price Retirement 2035 I Fund Registered investment companies | Other securities | — | — | $8.4M | 0.6% | |
| Invesco Developing Mkts R6 Registered investment companies | Mutual Funds | — | — | $8.3M | 0.6% | |
| T. Rowe Price Rtmt 2015 I Registered investment companies | Other securities | — | — | $8.0M | 0.6% | |
| Vanguard Ext Mkt Idx Ins Fund Registered investment companies | Common Collective Trusts | — | — | $6.7M | 0.5% | |
| CREF Inflation-Linked Bond Fund R2 Registered investment companies | Mutual Funds | — | — | $6.1M | 0.4% | |
| T. Rowe Price Retirement 2045 I Fund Registered investment companies | Other securities | — | — | $6.1M | 0.4% | |
| T. Rowe Price Rtmt 2020 I Registered investment companies | Other securities | — | — | $5.6M | 0.4% | |
| T. Rowe Price Rtmt 2055 I Registered investment companies | Other securities | — | — | $5.4M | 0.4% | |
| T. Rowe Price Retirement 2050 I Fund Registered investment companies | Other securities | — | — | $5.0M | 0.3% | |
| T. Rowe Price Retirement 2020 I Fund Registered investment companies | Other securities | — | — | $4.7M | 0.3% | |
| T. Rowe Price Retirement 2015 I Fund Registered investment companies | Other securities | — | — | $4.1M | 0.3% | |
| Eaton Vance AC Smid Cap R6 Fund Registered investment companies | Other securities | — | — | $3.4M | 0.2% | |
| T. Rowe Price Rtmt 2010 I Registered investment companies | Other securities | — | — | $2.9M | 0.2% | |
| T. Rowe Price Equity Income I Fund Registered investment companies | Other securities | — | — | $2.3M | 0.2% | |
| AF Europac Growth R6 Fund Registered investment companies | Other securities | — | — | $2.3M | 0.2% | |
| Vanguard Total Bond Mkt Inst Registered investment companies | Mutual Funds | — | — | $2.2M | 0.2% |
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 |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS CO INC | 04-2647786 | — | NONE | $69K | — |
