Karen P. Kuppinger signed Nazareth University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nazareth University's EIN is 16-0743088.
Download the official 2024 Form 5500 (PDF) for Nazareth University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nazareth 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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $44K | — |
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 contracts - non-benefit responsive | Mutual Funds | — | — | $34.2M | 21.0% | |
| CREF Stock 26,853 shares | Mutual Funds | — | $27K | $24.5M | 15.0% | |
| CREF Global Equities 49,230 shares | Mutual Funds | — | $49K | $17.0M | 10.4% | |
| REGISTERED INVESTMENT COMPANIES Vanguard Ttl Stk Mkt Idx Inst 102,055 shares | Common Collective Trusts | — | $102K | $14.4M | 8.8% | |
| CREF Growth 21,028 shares | Mutual Funds | — | $21K | $11.0M | 6.8% | |
| TIAA Traditional Annuity contracts - fully benefit responsive | Mutual Funds | — | — | $9.9M | 6.0% | |
| CREF Social Choice 21,164 shares | Mutual Funds | — | $21K | $7.8M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $14K | $6.6M | 4.1% | |
| Vanguard Ttl Intl Stk Idx Inst 37,523 shares | Common Collective Trusts | — | $38K | $4.8M | 2.9% | |
| Vanguard Extended Mkt Idx Adm 28,858 shares | Common Collective Trusts | — | $29K | $4.2M | 2.5% | |
| CREF Inflation Linked Bond 43,091 shares | Mutual Funds | — | $43K | $3.6M | 2.2% | |
| CREF Equity Index 6,856 shares | Common Collective Trusts | — | $7K | $3.5M | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Adm 338,435 shares | Common Collective Trusts | — | $338K | $3.2M | 2.0% | |
| CREF Money Market 79,001 shares | Mutual Funds | — | $79K | $2.3M | 1.4% | |
| Nuveen Lifecycle 2040 R6 197,212 shares | Mutual Funds | — | $197K | $2.2M | 1.3% | |
| Nuveen Lifecycle 2045 R6 142,957 shares | Mutual Funds | — | $143K | $2.0M | 1.2% | |
| PGIM Total Return Bond R6 169,626 shares | Other securities | — | $170K | $2.0M | 1.2% | |
| Nuveen Lifecycle 2025 R6 190,433 shares | Mutual Funds | — | $190K | $1.9M | 1.2% | |
| Nuveen Lifecycle 2050 R6 104,802 shares | Mutual Funds | — | $105K | $1.5M | 0.9% | |
| Vanguard Federal Money Mkt Inv 1,379,045 shares | Mutual Funds | — | $1.4M | $1.4M | 0.8% | |
| Nuveen Lifecycle 2035 R6 100,298 shares | Mutual Funds | — | $100K | $1.1M | 0.7% | |
| Nuveen Lifecycle 2030 R6 102,291 shares | Mutual Funds | — | $102K | $1.0M | 0.6% | |
| CREF Bond Market 4,689 shares | Mutual Funds | — | $5K | $627K | 0.4% | |
| Nuveen Lifecycle 2020 R6 63,213 shares | Mutual Funds | — | $63K | $594K | 0.4% | |
| PIMCO RAE US Institutional Sh 42,162 shares | Mutual Funds | — | $42K | $555K | 0.3% | |
| Nuveen Lifecycle 2055 R6 24,534 shares | Mutual Funds | — | $25K | $424K | 0.3% | |
| Nuveen Lifecycle 2010 R6 37,291 shares | Mutual Funds | — | $37K | $371K | 0.2% | |
| Nuveen Lifecycle 2015 R6 23,842 shares | Mutual Funds | — | $24K | $216K | 0.1% | |
| Nuveen Lifecycle 2060 R6 13,147 shares | Mutual Funds | — | $13K | $198K | 0.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS (Interest rates ranging from 4.25% to 9.50%, maturing at various dates through 2029) | Bonds / Notes | — | — | $108K | <0.1% | |
| Nuveen Lifecycle 2065 R6 7,802 shares | Mutual Funds | — | $8K | $102K | <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 |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $12K | — |
