Carl Johan F Palm signed Social Science Research Council's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Social Science Research Council's EIN is 13-1325070.
Download the official 2024 Form 5500 (PDF) for Social Science Research Council from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Social Science Research Council's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account - Non-benefit Responsive | Mutual Funds | — | — | $6.0M | 18.1% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 | Mutual Funds | — | $6K | $5.4M | 16.2% | |
| CREF Growth R1 | Mutual Funds | — | $7K | $3.7M | 11.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | $6K | $3.1M | 9.2% | |
| CREF Global Equities R1 | Mutual Funds | — | $5K | $1.5M | 4.6% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | $3K | $1.5M | 4.6% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | $47K | $1.4M | 4.3% | |
| CREF Social Choice R1 | Mutual Funds | — | $3K | $1.1M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $803K | 2.4% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | $25K | $645K | 1.9% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | Mutual Funds | — | $7K | $549K | 1.6% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | $24K | $512K | 1.5% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | $23K | $502K | 1.5% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | $26K | $499K | 1.5% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | $3K | $497K | 1.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | $15K | $486K | 1.5% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | $3K | $425K | 1.3% | |
| CREF Money Market R1 | Mutual Funds | — | $13K | $377K | 1.1% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | $18K | $368K | 1.1% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | Mutual Funds | — | $4K | $282K | 0.8% | |
| Pioneer Equity Income Class K | Other securities | — | $12K | $280K | 0.8% | |
| Cohen&Steers Inst Realty Shar | Other securities | — | $6K | $278K | 0.8% | |
| CREF Core Bond R1 | Mutual Funds | — | $2K | $269K | 0.8% | |
| TIAA Acess Nuveen Lifecycle 2025 T4 | Mutual Funds | — | $4K | $249K | 0.7% | |
| TIAA Access Nuveen RlEstSecSel T4 | Mutual Funds | — | $5K | $235K | 0.7% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | $11K | $183K | 0.5% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | $2K | $171K | 0.5% | |
| TIAA Acess Nuveen Large Cap Growth T4 789 | Mutual Funds | — | — | $141K | 0.4% | |
| TIAA Access Nuveen Intl Equity T4 | Mutual Funds | — | $3K | $122K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | Mutual Funds | — | $2K | $120K | 0.4% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | $6K | $100K | 0.3% | |
| TIAA Acess Nuveen Large Cap Val T4 | Mutual Funds | — | $1K | $92K | 0.3% | |
| TIAA Access Nuveen Mid Cap Val T4 | Mutual Funds | — | $1K | $83K | 0.2% | |
| TIAA Access Nuveen Qt Small Cap Eq T4 801 | Mutual Funds | — | — | $71K | 0.2% | |
| DFA Investment Grade Inst | Mutual Funds | — | $5K | $49K | 0.1% | |
| TIAA Access Nuveen LargeCap Res Eq T4 412 | Mutual Funds | — | — | $46K | 0.1% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | $3K | $46K | 0.1% | |
| T. Rowe Pr Spect Intl Equity | Other securities | — | $3K | $41K | 0.1% | |
| TIAA Access Nuveen Equity Idx T4 330 | Common Collective Trusts | — | — | $40K | 0.1% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | $2K | $31K | <0.1% | |
| Nationwide Geneva Small Cap Gr R6 341 | Other securities | — | — | $30K | <0.1% | |
| TIAA Access Nuveen Small Cap Bl Ix T4 351 | Mutual Funds | — | — | $28K | <0.1% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | $1K | $22K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2040 T4 244 | Mutual Funds | — | — | $18K | <0.1% | |
| PIMCO Diversified Income Inst | Mutual Funds | — | $2K | $15K | <0.1% | |
| TIAA Access Nuveen Core Equity T4 94 | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA Access Nuveen Core Pl Bd T4 183 | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Real Return Inst Class 572 | Mutual Funds | — | — | $6K | <0.1% | |
| Undiscovered Mgrs Behav Val R6 54 | Other securities | — | — | $5K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth T4 48 | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| OPTIMIZING FOUNDATIONS, LLC | 47-4318359 | — | NONE | $7K | — |
