Trina Dewitt signed Institute for Supply Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Institute for Supply Management's EIN is 13-5265940.
Download the official 2024 Form 5500 (PDF) for Institute for Supply Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Institute for Supply Management's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Growth R1 | Mutual Funds | — | — | $1.9M | 14.8% | |
| American Fds 2030 Tar Ret R6 | Other securities | — | — | $1.5M | 11.6% | |
| TIAA Trad. Acct Non-Benft Responsive | Mutual Funds | — | — | $1.4M | 10.4% | |
| TIAA Traditional Account BR | Mutual Funds | — | — | $1.2M | 9.5% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.1M | 8.7% | |
| American Fds 2035 Tar Ret R6 | Other securities | — | — | $667K | 5.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $629K | 4.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $586K | 4.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $564K | 4.3% | |
| TIAA Access Nuv LgCp Res Eq T4 | Mutual Funds | — | — | $299K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $284K | 2.2% | |
| American Fds 2045 Tar Ret R6 | Other securities | — | — | $283K | 2.2% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $233K | 1.8% | |
| American Fds 2040 Tar Ret R6 | Other securities | — | — | $191K | 1.5% | |
| American Fds 2025 Tar Ret R6 | Other securities | — | — | $188K | 1.4% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | — | $158K | 1.2% | |
| TIAA Access Nuv LifCyc 2050 T4 | Mutual Funds | — | — | $155K | 1.2% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | — | $146K | 1.1% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $146K | 1.1% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $134K | 1.0% | |
| American Fds 2055 Tar Ret R6 | Other securities | — | — | $126K | 1.0% | |
| TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | — | $99K | 0.8% | |
| TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $86K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 | Mutual Funds | — | — | $83K | 0.6% | |
| TIAA Access Nuv LifCyc 2010 T4 | Mutual Funds | — | — | $78K | 0.6% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $73K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $73K | 0.6% | |
| American Fds 2050 Tar Ret R6 | Other securities | — | — | $71K | 0.5% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $64K | 0.5% | |
| American Fds 2060 Tar Ret R6 | Other securities | — | — | $58K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $47K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | Mutual Funds | — | — | $47K | 0.4% | |
| TIAA Access Nuv LifCyc 2020 T4 | Mutual Funds | — | — | $38K | 0.3% | |
| TIAA Access Nuv Qnt MdCpGrw T4 | Mutual Funds | — | — | $34K | 0.3% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $32K | 0.2% | |
| American Fds 2020 Tar Ret R6 | Other securities | — | — | $32K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $21K | 0.2% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $18K | 0.1% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $18K | 0.1% | |
| CREF Money Market R1 | Mutual Funds | — | — | $17K | 0.1% | |
| TIAA Access Nuv Core Pl Bd T4 | Mutual Funds | — | — | $17K | 0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 | Mutual Funds | — | — | $14K | 0.1% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $13K | 0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | Mutual Funds | — | — | $13K | <0.1% | |
| Schwab US Aggregate Bond Index | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access Nuv LifCyc 2055 T4 | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $9K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $6K | <0.1% | |
| Allspring Spec SmallCap Val R6 | Other securities | — | — | $6K | <0.1% | |
| MFS Intl Diversification Cl R6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
