Kristin HAAG signed Utica University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utica University's EIN is 16-1476258.
Download the official 2024 Form 5500 (PDF) for Utica University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utica 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS,LLC-H/O | 47-1411118 | — | NONE | $27K | — |
| BONADIO & CO., LLP | 16-1131146 |
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.
| — |
| NONE |
| $17K |
| — |
| DR ADVISORY SERVICES LLC | 20-5173405 | — | NONE | $8K | — |
