Maryjo Valentine signed Russell Sage College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Russell Sage College's EIN is 14-1338488.
Download the official 2024 Form 5500 (PDF) for Russell Sage College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Russell Sage College'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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $45K | — |
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 Non Benefit Responsive | Mutual Funds | — | — | $26.9M | 23.0% | |
| TIAA CREF Stock R2 | Mutual Funds | — | — | $25.7M | 22.0% | |
| TIAA CREF Growth R2 | Mutual Funds | — | — | $7.6M | 6.5% | |
| Vanguard Institutional Index Fund Institutional Omitted - | Common Collective Trusts | — | — | $7.4M | 6.4% | |
| Vanguard Total International Stock Index Institutional Participant | Mutual Funds | — | — | $5.9M | 5.1% | |
| TIAA CREF Global Equities R2 | Mutual Funds | — | — | $5.5M | 4.7% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $4.6M | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 3.9% | |
| TIAA CREF Equity Index R2 | Common Collective Trusts | — | — | $4.4M | 3.8% | |
| Vanguard Extended Market Index Adm Directed | Mutual Funds | — | — | $3.6M | 3.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $3.5M | 3.0% | |
| TIAA CREF Social Choice R2 | Mutual Funds | — | — | $3.4M | 2.9% | |
| TIAA CREF Corebond R2 | Mutual Funds | — | — | $2.4M | 2.0% | |
| Vanguard Inflation-Protected Securities Adm | Mutual Funds | — | — | $1.8M | 1.5% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.6M | 1.4% | |
| TIAA CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.6M | 1.4% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.2M | 1.1% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $983K | 0.8% | |
| TIAA CREF Stock R4 | Mutual Funds | — | — | $777K | 0.7% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $641K | 0.5% | |
| TIAA CREF Social Choice R4 | Mutual Funds | — | — | $572K | 0.5% | |
| TIAA CREF Money Market R2 | Mutual Funds | — | — | $479K | 0.4% | |
| Vanguard Explorer Value Inv | Mutual Funds | — | — | $452K | 0.4% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $382K | 0.3% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap R6 | Other securities | — | — | $370K | 0.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $248K | 0.2% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $59K | <0.1% | |
| BlackRock Total Return K | Other securities | — | — | $11K | <0.1% | |
| 9.50%, maturing through 2029 - | Bonds / Notes | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
