ALEX Dietrich signed Syracuse University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syracuse University's EIN is 15-0532081.
Download the official 2024 Form 5500 (PDF) for Syracuse University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syracuse University'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 | $164K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Not Fully Benefit-Responsive Deposit administration contract | Mutual Funds | — | — | $481.3M | 28.2% | |
| CREF Stock Variable Annuities 279,605.7657 units | Mutual Funds | — | — | $256.5M | 15.0% | |
| Vanguard Federal Money Market Mutual Fund 272,716.0771 units | Mutual Funds | — | — | $130.6M | 7.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund 2,012,854.0637 units | Other securities | — | — | $61.5M | 3.6% | |
| Vanguard Total Bond Market Index Mutual Fund 379,004.6345 units | Mutual Funds | — | — | $48.0M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $45.1M | 2.6% | |
| CREF Social Choice Variable Annuities 121,258.7842 units | Mutual Funds | — | — | $44.8M | 2.6% | |
| CREF Growth Variable Annuities 84,541.9756 units | Mutual Funds | — | — | $44.6M | 2.6% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund 1,985,085.3417 units | Other securities | — | — | $44.2M | 2.6% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund 2,048,970.6118 units | Other securities | — | — | $43.1M | 2.5% | |
| Notes receivable from Participants Participant loans, various | Participant loans | — | $847.5M | $39.0M | 2.3% | |
| American EuroPac Growth R6 Mutual Fund 637,244.8948 units | Other securities | — | — | $34.2M | 2.0% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund 1,777,741.2238 units | Other securities | — | — | $33.7M | 2.0% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund 1,248,821.7342 units | Other securities | — | — | $32.0M | 1.9% | |
| T. Rowe Price Retirement Income Fund Mutual Fund 161,332.5425 units | Other securities | — | — | $30.2M | 1.8% | |
| CREF Money Market Variable Annuities 966,149.4518 units | Mutual Funds | — | — | $28.8M | 1.7% | |
| JPMorgan Equity Income I Mutual Fund 1,199,415.4193 units | Other securities | — | — | $28.7M | 1.7% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund 1,457,934.9122 units | Other securities | — | — | $24.1M | 1.4% | |
| Victory Sycamore Established Value R6 Mutual Fund 162,010.9781 units | Other securities | — | — | $23.3M | 1.4% | |
| TIAA Traditional Annuity Fully Benefit-Responsive Investment Contracts Deposit administration contract | Mutual Funds | — | — | $22.6M | 1.3% | |
| Nuveen Quant Small-Cap Equity Mutual Fund 1,160,657.8055 units | Mutual Funds | — | — | $21.3M | 1.2% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund 991,165.8055 units | Other securities | — | — | $19.7M | 1.2% | |
| Vanguard Extended Market Index Mutual Fund 1,997,894.2640 units | Mutual Funds | — | — | $18.9M | 1.1% | |
| CREF Equity Index Variable Annuities 34,072.9087 units | Common Collective Trusts | — | — | $17.6M | 1.0% | |
| CREF Global Equities Variable Annuities 50,228.2698 units | Mutual Funds | — | — | $17.5M | 1.0% | |
| CREF Inflation-Linked Bond Variable Annuities 203,082.1248 units | Mutual Funds | — | — | $17.2M | 1.0% | |
| Black Rock High Yield Bond Institutional Class Mutual Fund 2,231,532.7111 units | Other securities | — | — | $15.8M | 0.9% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund 830,685.0162 units | Other securities | — | — | $15.4M | 0.9% | |
| Nuveen Real Estate Securities Fund Mutual Fund 757,025.9462 units | Mutual Funds | — | — | $13.6M | 0.8% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund 502,777.9072 units | Other securities | — | — | $8.3M | 0.5% | |
| PIMCO Total Return Institutional Class Mutual Fund 214,291.1651 units | Mutual Funds | — | — | $6.7M | 0.4% | |
| Delaware Small Cap Value Institutional Class Mutual Fund 82,768.7758 units | Other securities | — | — | $5.8M | 0.3% | |
| CREF Bond Market Variable Annuities 39,470.8355 units | Mutual Funds | — | — | $5.3M | 0.3% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund 372,465.0189 units | Other securities | — | — | $4.7M | 0.3% | |
| T. Rowe Price Blue Chip Growth Mutual Fund 456,262.0578 units | Other securities | — | — | $3.9M | 0.2% | |
| Vanguard Total International Stock Index Mutual Fund 2,863,681.7100 units | Mutual Funds | — | — | $2.9M | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund 170,973.6714 units | Other securities | — | — | $2.6M | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund 120,986.2241 units | Other securities | — | — | $1.6M | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund 101,826.0431 units | Other securities | — | — | $1.2M | <0.1% | |
| Vanguard Institutional Index Mutual Fund 13,913.5132 units | Mutual Funds | — | — | $179K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
