Kirra Franzese signed Ithaca College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ithaca College's EIN is 15-0532204.
Download the official 2024 Form 5500 (PDF) for Ithaca College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ithaca College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $163K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Non-Fully Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $126.9M | 20.0% | |
| TIAA Fully Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $117.9M | 18.6% | |
| State Street State Street Equity 500 Indx K | Other securities | — | — | $92.3M | 14.5% | |
| Variable annuity contracts * CREF Stock R2 | Mutual Funds | — | — | $81.1M | 12.8% | |
| State Street State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $68.2M | 10.7% | |
| State Street State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $17.3M | 2.7% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $17.1M | 2.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $16.9M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.6M | 2.6% | |
| State Street State Street Sm Md Cp Eq Idx K | Common Collective Trusts | — | — | $14.7M | 2.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $11.7M | 1.8% | |
| Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $9.9M | 1.6% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $6.5M | 1.0% | |
| Registered investment companies JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.0M | 0.6% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $3.6M | 0.6% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $3.1M | 0.5% | |
| CREF Stock R4 | Mutual Funds | — | — | $3.0M | 0.5% | |
| MEIKX MFS Value Fund Class R6 | Mutual Funds | — | — | $3.0M | 0.5% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.9M | 0.5% | |
| I shares iShares Developd Real Est Ix K | Other securities | — | — | $2.5M | 0.4% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $2.4M | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.9M | 0.3% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $1.8M | 0.3% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $1.7M | 0.3% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $1.4M | 0.2% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $1.0M | 0.2% | |
| DFA Internat Sustain Core 1 | Mutual Funds | — | — | $954K | 0.2% | |
| with maturities ranging between July 2023 and November 2029 | Other securities | — | — | $944K | 0.1% | |
| Eaton Vance Eaton Vance Atl Cap SMID Ca R6 | Other securities | — | — | $915K | 0.1% | |
| T. Rowe Price T Rowe Price Overseas Stock I | Mutual Funds | — | — | $822K | 0.1% | |
| ITBVX The Hartford Total Ret Bond R6 | U.S. Treasuries | — | — | $707K | 0.1% | |
| Diamond Hill Diamond Hill SM/Mid Cap Y | Other securities | — | — | $544K | <0.1% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $526K | <0.1% | |
| Legg Mason BWGLOBAL Global Opps Bd IS | Other securities | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | NONE | $132K | — |
| NFP RETIREMENT, INC. | 33-0905143 | — | NONE | $46K | — |
