Stephen Stemkoski signed Hamilton College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamilton College's EIN is 15-0532200.
Download the official 2024 Form 5500 (PDF) for Hamilton College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hamilton College's plan includes 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 | — | — | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | — | $63K | — |
| BONADIO & CO., LLP | 16-1131146 | — | — | $15K |
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 | — | — | $56.2M | 16.0% | |
| CREF Stock R2 | Mutual Funds | — | — | $50.4M | 14.3% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $46.8M | 13.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $23.9M | 6.8% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $20.0M | 5.7% | |
| Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $15.3M | 4.3% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $12.5M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.1M | 3.5% | |
| Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $11.5M | 3.3% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | — | $10.4M | 3.0% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | — | $8.6M | 2.5% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $7.7M | 2.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $7.0M | 2.0% | |
| Nuveen LfCycle Ix 2030 R7 | Mutual Funds | — | — | $6.9M | 2.0% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $6.6M | 1.9% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | — | $6.5M | 1.9% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $6.5M | 1.8% | |
| CREF Growth R2 | Mutual Funds | — | — | $5.7M | 1.6% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | — | $4.5M | 1.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.4M | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.1M | 0.6% | |
| FID CONTRAFUND | Mutual Funds | — | — | $1.9M | 0.5% | |
| Nuveen LfCycle Ix 2020 R6 | Mutual Funds | — | — | $1.9M | 0.5% | |
| DFA Internat Sustain Core 1 | Mutual Funds | — | — | $1.8M | 0.5% | |
| Parnassus Core Equity Inst | Other securities | — | — | $1.8M | 0.5% | |
| Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | — | $1.4M | 0.4% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $1.4M | 0.4% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| FID GROWTH COMPANY | Mutual Funds | — | — | $1.1M | 0.3% | |
| Nuveen LfCycle Ix 2015 R6 | Mutual Funds | — | — | $1.1M | 0.3% | |
| Nuveen LfCyc Ix Ret Inc R6 | Mutual Funds | — | — | $960K | 0.3% | |
| FID OTC PORTFOLIO | Mutual Funds | — | — | $938K | 0.3% | |
| FID SEL SEMICONDUCT | Mutual Funds | — | — | $896K | 0.3% | |
| Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | — | $845K | 0.2% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $792K | 0.2% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $772K | 0.2% | |
| FID FREEDOM 2040 K | Mutual Funds | — | — | $671K | 0.2% | |
| FID GOV CASH RESERVE | Mutual Funds | — | — | $669K | 0.2% | |
| FID TOTAL BOND | Mutual Funds | — | — | $654K | 0.2% | |
| FID FREEDOM 2030 K | Mutual Funds | — | — | $504K | 0.1% | |
| FID MAGELLAN | Mutual Funds | — | — | $474K | 0.1% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $439K | 0.1% | |
| FID FREEDOM 2035 K | Mutual Funds | — | — | $424K | 0.1% | |
| FID GROWTH & INC | Mutual Funds | — | — | $408K | 0.1% | |
| Notes receivable from participants | Other securities | — | — | $369K | 0.1% | |
| FID BLUE CHIP GR | Mutual Funds | — | — | $357K | 0.1% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $350K | <0.1% | |
| FID PURITAN | Mutual Funds | — | — | $314K | <0.1% | |
| FID INTL INDEX | Mutual Funds | — | — | $299K | <0.1% | |
| FID EQUITY INC | Mutual Funds | — | — | $291K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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