Christina Daniele signed Marist College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marist College's EIN is 14-1442493.
Download the official 2024 Form 5500 (PDF) for Marist College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marist 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 | — | RECORDKEEPER | $141K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $131K | — |
| CAP FINANCIAL PARTNERS, LLC |
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 – Nonbenefit Responsive | Mutual Funds | — | — | $60.7M | 17.8% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $37.4M | 10.9% | |
| TIAA Traditional – Benefit Responsive | Mutual Funds | — | — | $34.4M | 10.1% | |
| Vanguard Total Intl Stock Idx Inst | Common Collective Trusts | — | — | $31.6M | 9.2% | |
| Vanguard Total Bond Market Idx Inst | Common Collective Trusts | — | — | $14.7M | 4.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $14.5M | 4.2% | |
| Vanguard Small Cap Idx Adm 616 Vanguard Small Cap Idx Inst | Common Collective Trusts | — | — | $12.7M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.2M | 3.3% | |
| Vanguard Mid Cap Idx Inst | Common Collective Trusts | — | — | $10.8M | 3.2% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $8.3M | 2.4% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $8.2M | 2.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $7.6M | 2.2% | |
| MFS International Equity Fd R6 | Mutual Funds | — | — | $6.3M | 1.8% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $6.2M | 1.8% | |
| Vanguard Mid Cap Idx Adm 130 MFS Value Fund Class R6 | Common Collective Trusts | — | — | $6.0M | 1.8% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $5.4M | 1.6% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $5.3M | 1.6% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $4.5M | 1.3% | |
| CREF Growth R4 | Mutual Funds | — | — | $4.4M | 1.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $4.4M | 1.3% | |
| TIAA-CREF Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | — | $2.8M | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund CI X | Mutual Funds | — | — | $2.8M | 0.8% | |
| TIAA-CREF Nuveen Money Market R6 | Mutual Funds | — | — | $2.4M | 0.7% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $2.4M | 0.7% | |
| CREF Bond Market R2 | Mutual Funds | — | — | $2.3M | 0.7% | |
| CREF Inflation Linked Bond R4 | Mutual Funds | — | — | $1.5M | 0.5% | |
| BlackRock Mid Cap Growth Eq K | Other securities | — | — | $1.2M | 0.4% | |
| Hartford Internat Opp HLS IA 932 Loomis Sayles Loomis Sayles Sm Cap Growth N | Other securities | — | — | $855K | 0.3% | |
| Victory Sycamore Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $565K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $460K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| RALEIGH, NC |
| INVESTMENT ADVISORY |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | AUDIT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARIST COLLEGE | 14-1442493 | POUGHKEEPSIE, NY | NONE | $14K | — |
