Alliance University's EIN is 13-1740285.
Download the official 2022 Form 5500 (PDF) for Alliance University from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Alliance University's plan includes 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 |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | RECORDKEEPER | $125 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISOR | $13K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | INDEPENDENT AUDITOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 3% * TIAA Traditional Non-Benefit-Responsive Guaranteed Investment Contract - 3% | Guaranteed Income / GIC | — | — | $8.1M | 24.6% | |
| s * CREF Stock Mutual Fund | Mutual Funds | — | — | $4.4M | 13.3% | |
| T Rowe Price Retirement 2020 Adv Mutual Fund | Mutual Funds | — | — | $1.6M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 4.5% | |
| CREF Global Equities Mutual Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| CREF Growth Mutual Fund | Mutual Funds | — | — | $1.2M | 3.6% | |
| T Rowe Price Retirement 2030 Adv Mutual Fund | Mutual Funds | — | — | $886K | 2.7% | |
| T Rowe Price Retirement 2025 Adv Mutual Fund | Mutual Funds | — | — | $864K | 2.6% | |
| TIAA Traditional Benefit-Responsive 2 Guaranteed Investment Contract - 3% | Stable Value | — | — | $773K | 2.3% | |
| American Funds EuroPacific Growth R4 Mutual Fund | Mutual Funds | — | — | $756K | 2.3% | |
| TIAA Traditional Benefit-Responsive Guaranteed Investment Contract - 3% | Stable Value | — | — | $733K | 2.2% | |
| T Rowe Price Retirement 2015 Adv Mutual Fund | Mutual Funds | — | — | $604K | 1.8% | |
| CREF Bond Market Mutual Fund | Mutual Funds | — | — | $594K | 1.8% | |
| Victory Established Value A Mutual Fund | Other securities | — | — | $592K | 1.8% | |
| TIAA-CREF S&P 500 Idx-Rtmt Separate Account | Pooled Separate Accounts | — | — | $546K | 1.7% | |
| American Funds American Mut R4 Mutual Fund | Mutual Funds | — | — | $502K | 1.5% | |
| T Rowe Price Retirement 2035 Adv Mutual Fund | Mutual Funds | — | — | $450K | 1.4% | |
| Separate Accounts * TIAA Access Intl Equity T4 Separate Account | Pooled Separate Accounts | — | — | $444K | 1.3% | |
| Invesco Diversified Dividend Fund Class A Mutual Fund | Mutual Funds | — | — | $433K | 1.3% | |
| CREF Equity Index Mutual Fund | Common Collective Trusts | — | — | $428K | 1.3% | |
| T Rowe Price Retirement 2045 Adv Mutual Fund | Mutual Funds | — | — | $420K | 1.3% | |
| TIAA Access LG-Cap Val T4 Separate Account | Pooled Separate Accounts | — | — | $419K | 1.3% | |
| CREF Money Market Mutual Fund | Mutual Funds | — | — | $393K | 1.2% | |
| Columbia Small Cap Index A Mutual Fund | Other securities | — | — | $379K | 1.1% | |
| T Rowe Price Retirement 2040 Adv Mutual Fund | Mutual Funds | — | — | $362K | 1.1% | |
| CREF Inflation - Linked Bond Mutual Fund | Mutual Funds | — | — | $349K | 1.1% | |
| TIAA Traditional Non-Benefit-Responsive 2 Guaranteed Investment Contract - 3% | Stable Value | — | — | $321K | 1.0% | |
| Janus Henderson Enterprise Fund S Mutual Fund | Mutual Funds | — | — | $307K | 0.9% | |
| Western Asset Core Plus Bond I Mutual Fund | Other securities | — | — | $286K | 0.9% | |
| TIAA Access Real Est Secs T4 Separate Account | Pooled Separate Accounts | — | — | $171K | 0.5% | |
| T Rowe Price Retirement 2050 Adv Mutual Fund | Mutual Funds | — | — | $171K | 0.5% | |
| TIAA Access Mid-Cap Val T4 Separate Account | Pooled Separate Accounts | — | — | $164K | 0.5% | |
| Columbia Mid Cap Index Fund A Mutual Fund | Common Collective Trusts | — | — | $162K | 0.5% | |
| TIAA Access Quant Sml Cap Eq T4 Separate Account | Pooled Separate Accounts | — | — | $161K | 0.5% | |
| TIAA Access Lifecycle 2025 T4 Separate Account | Pooled Separate Accounts | — | — | $154K | 0.5% | |
| BlackRock US Total Bond Index Fund Class A Mutual Fund | Common Collective Trusts | — | — | $144K | 0.4% | |
| TIAA Access Social Ch Eq T4 Separate Account | Pooled Separate Accounts | — | — | $116K | 0.4% | |
| T Rowe Price Blue Chip Growth Fun Mutual Fund | Mutual Funds | — | — | $111K | 0.3% | |
| TIAA Access Sm-Cap Bl Index T4 Separate Account | Pooled Separate Accounts | — | — | $97K | 0.3% | |
| various dates through 8/15/2026 | Other securities | — | — | $59K | 0.2% | |
| T Rowe Price Retirement 2010 Adv Mutual Fund | Mutual Funds | — | — | $57K | 0.2% | |
| TIAA Access Equity Index T4 Separate Account | Pooled Separate Accounts | — | — | $45K | 0.1% | |
| T Rowe Price Retirement 2005 Adv Mutual Fund | Mutual Funds | — | — | $36K | 0.1% | |
| T Rowe Price Retirement 2055 Adv Mutual Fund | Mutual Funds | — | — | $34K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 Separate Account | Pooled Separate Accounts | — | — | $31K | <0.1% | |
| TIAA Access Growth & Income T4 Separate Account | Pooled Separate Accounts | — | — | $30K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 Separate Account | Pooled Separate Accounts | — | — | $29K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 Separate Account | Pooled Separate Accounts | — | — | $21K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 Separate Account | Pooled Separate Accounts | — | — | $19K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 Separate Account | Pooled Separate Accounts | — | — | $19K | <0.1% |
