Kathleen Gallucci signed University of Rochester's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Rochester's EIN is 16-0743209.
Download the official 2023 Form 5500 (PDF) for University of Rochester from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)University of Rochester's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | RECORD KEEPING | $1.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESMENT CONSULTING, IN | 36-3109431 | — | INVESTMENT MANAGEMENT | $98K | — |
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.
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 | — | AUDITOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY LLP | 16-0764720 | — | ATTORNEY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMAND FINANCIAL PRESS CORP. | 13-3924088 | — | NONE | $46K | — |
