Deborah M. Drain signed Alfred University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alfred University's EIN is 16-0743900.
Download the official 2024 Form 5500 (PDF) for Alfred University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alfred University'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 | $69K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $96 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 |
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 | — | — | $34.2M | 22.7% | |
| CREF Stock R2 30,312 Shares | Mutual Funds | — | — | $27.6M | 18.3% | |
| CREF Growth R2 18,007 Shares | Mutual Funds | — | — | $9.4M | 6.3% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE | Mutual Funds | — | — | $7.6M | 5.0% | |
| Vanguard 500 Idx Adm 12,159 Shares | Common Collective Trusts | — | — | $6.6M | 4.4% | |
| CREF Equity Index R2 12,259 Shares | Common Collective Trusts | — | — | $6.3M | 4.2% | |
| CREF Global Equities R2 15,877 Shares | Mutual Funds | — | — | $5.5M | 3.6% | |
| CREF Stock R4 5,331 Shares | Mutual Funds | — | — | $4.9M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.6M | 3.0% | |
| Vanguard Extended Mkt Idx Adm 29,442 Shares | Common Collective Trusts | — | — | $4.2M | 2.8% | |
| CREF Social Choice R2 10,711 Shares | Mutual Funds | — | — | $3.9M | 2.6% | |
| Vanguard Ttl Intl Stk Idx Adm 93,584 Shares | Common Collective Trusts | — | — | $3.0M | 2.0% | |
| MFS Value Fund Class R6 59,585 Shares | Mutual Funds | — | — | $2.9M | 1.9% | |
| CREF Social Choice R4 5,932 Shares | Mutual Funds | — | — | $2.2M | 1.5% | |
| Nuveen Lifecycle 2040 R6 193,822 Shares | Mutual Funds | — | — | $2.1M | 1.4% | |
| Nuveen Lifecycle 2045 R6 147,001 Shares | Mutual Funds | — | — | $2.1M | 1.4% | |
| American EuroPac Growth R6 38,245 Shares | Other securities | — | — | $2.1M | 1.4% | |
| Nuveen Lifecycle 2050 R6 138,110 Shares | Mutual Funds | — | — | $2.0M | 1.3% | |
| Nuveen Lifecycle 2025 R6 188,603 Shares | Mutual Funds | — | — | $1.9M | 1.2% | |
| CREF Money Market R2 58,046 Shares | Mutual Funds | — | — | $1.7M | 1.1% | |
| Nuveen Lifecycle 2055 R6 95,523 Shares | Mutual Funds | — | — | $1.7M | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm 170,258 Shares | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| T. Rowe Price Blue Chip Gr I 8,428 Shares | Other securities | — | — | $1.6M | 1.0% | |
| CREF Core Bond R2 10,856 Shares | Mutual Funds | — | — | $1.5M | 1.0% | |
| Nuveen Lifecycle 2020 R6 130,258 Shares | Mutual Funds | — | — | $1.2M | 0.8% | |
| Nuveen Lifecycle 2030 R6 114,408 Shares | Mutual Funds | — | — | $1.2M | 0.8% | |
| Nuveen Lifecycle 2035 R6 108,484 Shares | Mutual Funds | — | — | $1.2M | 0.8% | |
| Vanguard Federal Money Mkt Inv 957,892 Shares | Mutual Funds | — | — | $958K | 0.6% | |
| Diamond Hill SM/Mid Cap Y 35,571 Shares | Other securities | — | — | $912K | 0.6% | |
| CREF Inflation-Linked Bond R2 10,565 Shares | Mutual Funds | — | — | $891K | 0.6% | |
| Metropolitan W Tot Ret Bd Pln 90,407 Shares | Other securities | — | — | $752K | 0.5% | |
| Nuveen Lifecycle 2060 R6 44,476 Shares | Mutual Funds | — | — | $669K | 0.4% | |
| Eaton Vance Atl Cap SMID Ca R6 15,714 Shares | Other securities | — | — | $661K | 0.4% | |
| Nuveen Lifecycle 2065 R6 19,701 Shares | Mutual Funds | — | — | $257K | 0.2% | |
| through 2029. | Other securities | — | — | $164K | 0.1% | |
| FID 500 INDEX 786 Shares | Common Collective Trusts | — | — | $160K | 0.1% | |
| Nuveen Lifecycle Ret Inc R6 12,836 Shares | Mutual Funds | — | — | $145K | <0.1% | |
| Nuveen Lifecycle 2010 R6 14,176 Shares | Mutual Funds | — | — | $141K | <0.1% | |
| FID MAGELLAN 6,645 Shares | Mutual Funds | — | — | $99K | <0.1% | |
| Nuveen Lifecycle 2015 R6 8,395 Shares | Mutual Funds | — | — | $76K | <0.1% | |
| FID FREEDOM 2025 K 4,185 Shares | Mutual Funds | — | — | $57K | <0.1% | |
| DWS Core Equity 1,320 Shares | Other securities | — | — | $45K | <0.1% | |
| FID LOW PRICED STK 950 Shares | Mutual Funds | — | — | $39K | <0.1% | |
| FID SEL BIOTECH 1,550 Shares | Mutual Funds | — | — | $29K | <0.1% | |
| FID SEL ENERGY 273 Shares | Mutual Funds | — | — | $16K | <0.1% | |
| FID SEL GOLD 298 Shares | Mutual Funds | — | — | $7K | <0.1% | |
| FID SEL SEMICONDUCT 190 Shares | Mutual Funds | — | — | $6K | <0.1% | |
| FID GROWTH & INC 46 Shares | Mutual Funds | — | — | $3K | <0.1% | |
| DWS Global Small Cap 54 Shares | Other securities | — | — | $2K | <0.1% | |
| DWS Latin America Equity 50 Shares | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $42K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $19K | — |
