Traci Giffin signed Clarkson University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clarkson University's EIN is 15-0543659.
Download the official 2024 Form 5500 (PDF) for Clarkson University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clarkson 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 | $131K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $40K | — |
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 - annuity contracts | Mutual Funds | — | — | $59.0M | 15.8% | |
| CREF Stock R2 48,685.8725 shares | Mutual Funds | — | $49K | $44.4M | 11.9% | |
| Vanguard Institutional Index 59,665.5583 shares | Mutual Funds | — | $60K | $28.6M | 7.7% | |
| TIAA Traditional Non Benefit Responsive 2 - annuity contracts | Mutual Funds | — | — | $17.5M | 4.7% | |
| JP Morgan Large Cap Growth 193,944.9020 shares | Other securities | — | $194K | $16.2M | 4.4% | |
| TIAA Traditional Benefit Responsive - annuity contracts | Mutual Funds | — | — | $15.6M | 4.2% | |
| Vanguard Total Intl Stock Index 100,290.9699 shares | Mutual Funds | — | $100K | $12.7M | 3.4% | |
| Vanguard Extended Market Index 87,123.3651 shares | Mutual Funds | — | $87K | $12.6M | 3.4% | |
| TIAA-CREF Lifecycle 2040 - Inst 1,034,820.2131 shares | Mutual Funds | — | $1.0M | $11.4M | 3.1% | |
| TIAA Traditional Benefit Responsive 2 - annuity contracts | Mutual Funds | — | — | $11.2M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $24K | $11.2M | 3.0% | |
| TIAA-CREF Lifecycle 2045 - Inst 669,141.3378 shares | Mutual Funds | — | $669K | $9.4M | 2.5% | |
| TIAA-CREF Lifecycle 2035 - Inst 873,438.6514 shares | Mutual Funds | — | $873K | $9.3M | 2.5% | |
| T. Rowe Price Equity Income 261,935.8049 shares | Other securities | — | $262K | $9.1M | 2.4% | |
| TIAA-CREF Lifecycle 2030 - Inst 845,653.6666 shares | Mutual Funds | — | $846K | $8.7M | 2.3% | |
| CREF Growth R2 15,892.0980 shares | Mutual Funds | — | $16K | $8.3M | 2.2% | |
| TIAA-CREF Lifecycle 2050 - Inst 449,594.3604 shares | Mutual Funds | — | $450K | $6.5M | 1.8% | |
| Vanguard Total Bond Market Index Fund 689,648.9875 shares | Common Collective Trusts | — | $690K | $6.5M | 1.8% | |
| CREF Stock R4 6,927.2289 shares | Mutual Funds | — | $7K | $6.4M | 1.7% | |
| TIAA-CREF Lifecycle 2025 - Inst 642,956.9873 shares | Mutual Funds | — | $643K | $6.4M | 1.7% | |
| CREF Social Choice R4 15,407.9900 shares | Mutual Funds | — | $15K | $5.7M | 1.5% | |
| CREF Global Equities R2 14,161.0746 shares | Mutual Funds | — | $14K | $4.9M | 1.3% | |
| CREF Social Choice R2 12,203.4647 shares | Mutual Funds | — | $12K | $4.5M | 1.2% | |
| Eaton Vance Atlanta Capital SMID-Cap 100,010.3940 shares | Other securities | — | $100K | $4.2M | 1.1% | |
| Vanguard Federal Money Market 4,200,819.1619 shares | Mutual Funds | — | $4.2M | $4.2M | 1.1% | |
| TIAA-CREF Lifecycle 2020 - Inst 432,744.7052 shares | Mutual Funds | — | $433K | $4.1M | 1.1% | |
| CREF Money Market R2 131,606.8484 shares | Mutual Funds | — | $132K | $3.9M | 1.0% | |
| CREF Equity Index R2 7,367.9435 shares | Common Collective Trusts | — | $7K | $3.8M | 1.0% | |
| Dodge & Cox Income Fund 290,311.6597 shares | Mutual Funds | — | $290K | $3.6M | 1.0% | |
| Diamond Hill Small Mid Cap 118,173.6470 shares | Other securities | — | $118K | $3.0M | 0.8% | |
| TIAA-CREF Lifecycle 2055 - Inst 171,546.4266 shares | Mutual Funds | — | $172K | $3.0M | 0.8% | |
| Invesco Developing Market 74,960.2654 shares | Mutual Funds | — | $75K | $2.9M | 0.8% | |
| TIAA-CREF Lifecycle 2015 - Inst 297,739.6597 shares | Mutual Funds | — | $298K | $2.7M | 0.7% | |
| Vanguard Inflation-Protected Secs Adm 118,850.3053 shares | Mutual Funds | — | $119K | $2.7M | 0.7% | |
| T. Rowe Price Overseas Stock I 133,278.8562 shares | Other securities | — | $133K | $1.7M | 0.4% | |
| TIAA-CREF Lifecycle Retirement Income 113,320.5163 shares | Mutual Funds | — | $113K | $1.3M | 0.3% | |
| TIAA-CREF Lifecycle 2010 - Inst 128,302.3324 shares | Mutual Funds | — | $128K | $1.3M | 0.3% | |
| CREF Core Bond R2 9,494.1581 shares | Mutual Funds | — | $9K | $1.3M | 0.3% | |
| TIAA-CREF Lifecycle 2060 - Inst 65,691.2860 shares | Mutual Funds | — | $66K | $988K | 0.3% | |
| CREF Inflation-Linked Bond R2 11,625.8449 shares | Mutual Funds | — | $12K | $980K | 0.3% | |
| BW Global Opportunities Bond I 89,841.3997 shares | Other securities | — | $90K | $737K | 0.2% | |
| Participant Loans 4.25-9.50% | Bonds / Notes | — | — | $483K | 0.1% | |
| TIAA Loan Default Fund - annuity contracts | Mutual Funds | — | — | $23K | <0.1% | |
| TIAA-CREF Lifecycle 2065 - Inst 737.5682 shares | Mutual Funds | — | — | $10K | <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 |
|---|---|---|---|---|---|
| MCSOLEY MCCOY & CO | 03-0327374 | — | NONE | $14K | — |
