ERIN McGuinness signed Pace University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pace University's EIN is 13-5562314.
Download the official 2024 Form 5500 (PDF) for Pace University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pace 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 | $221K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $218K | — |
| FORVIS, LLP | 44-0160260 | — |
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) | Mutual Funds | — | — | $178.8M | 20.3% | |
| Vanguard Ttl Stk Mkt Idx Inst | Common Collective Trusts | — | — | $127.3M | 14.4% | |
| TIAA CREF Stock R2 | Mutual Funds | — | — | $96.4M | 10.9% | |
| TIAA Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $58.5M | 6.6% | |
| TIAA Traditional Annuity Accounts (benefit-responsive) | Mutual Funds | — | — | $57.1M | 6.5% | |
| TIAA CREF Stock R4 | Mutual Funds | — | — | $27.0M | 3.1% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $24.3M | 2.8% | |
| TIAA CREF Global Equities R2 | Mutual Funds | — | — | $24.1M | 2.7% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $20.8M | 2.4% | |
| TIAA CREF Growth R2 | Mutual Funds | — | — | $20.8M | 2.4% | |
| TIAA CREF Equity Index R2 | Common Collective Trusts | — | — | $17.7M | 2.0% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | — | $17.1M | 1.9% | |
| T Row e Price Trow e Price Institl Sml Cp Stk | Other securities | — | — | $13.8M | 1.6% | |
| Neuberger Real Estate R6 | Other securities | — | — | $12.6M | 1.4% | |
| Vanguard Emr Mkts Stk Idx Inst | Common Collective Trusts | — | — | $12.2M | 1.4% | |
| TIAA CREF Social Choice R2 | Mutual Funds | — | — | $11.1M | 1.3% | |
| TIAA CREF Core Bond R2 | Mutual Funds | — | — | $10.9M | 1.2% | |
| TIAA Stable Value (benefit-responsive) | Stable Value | — | — | $10.8M | 1.2% | |
| T Rowe Price T Row e Price Capital Apprec I | Mutual Funds | — | — | $10.6M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.8M | 1.1% | |
| Vanguard Mid-Cap Idx Inst | Common Collective Trusts | — | — | $9.8M | 1.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $9.8M | 1.1% | |
| Franklin Growth Fund R6 | Mutual Funds | — | — | $9.6M | 1.1% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | — | $9.4M | 1.1% | |
| TIAA CREF Social Choice R4 | Mutual Funds | — | — | $7.5M | 0.8% | |
| TIAA CREF Money Market R2 | Mutual Funds | — | — | $6.5M | 0.7% | |
| TIAA CREF Money Market R4 | Mutual Funds | — | — | $6.5M | 0.7% | |
| Vanguard PIMCO Total Return Instl | Mutual Funds | — | — | $5.6M | 0.6% | |
| American Funds American Cent MdCpVa Fd Cla R6 | Mutual Funds | — | — | $5.0M | 0.6% | |
| TIAA CREF Core Bond R4 | Mutual Funds | — | — | $5.0M | 0.6% | |
| Driehaus Emerging Mkts Gr Inst | Other securities | — | — | $4.6M | 0.5% | |
| TIAA CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $4.6M | 0.5% | |
| TIAA CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $4.5M | 0.5% | |
| TIAA Nuveen High Yield R6 | Mutual Funds | — | — | $3.2M | 0.4% | |
| TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $2.9M | 0.3% | |
| Fidelity FID FREEDOM 2010 K | Mutual Funds | — | — | $2.8M | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $2.8M | 0.3% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $2.5M | 0.3% | |
| Fidelity FID GROWTH & INC | Mutual Funds | — | — | $2.3M | 0.3% | |
| Fidelity FID TOTAL INTL EQ | Mutual Funds | — | — | $2.0M | 0.2% | |
| John Hancock John Hancock Disc Val Intl R6 | Other securities | — | — | $1.8M | 0.2% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $1.7M | 0.2% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $1.6M | 0.2% | |
| Fidelity FID TOTAL BOND | Mutual Funds | — | — | $1.5M | 0.2% | |
| Fidelity FID GOV CASH RESERVE | Mutual Funds | — | — | $1.3M | 0.1% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $875K | <0.1% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $665K | <0.1% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $587K | <0.1% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $393K | <0.1% | |
| Fidelity FID REAL ESTATE IDX | Common Collective Trusts | — | — | $350K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $33K |
| — |
| FIDELITY INV INST OPS CO. LLC | 04-2647786 | — | NONE | $4K | — |
