Fredy Rivas signed Excelsior University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Excelsior University's EIN is 16-1532850.
Download the official 2024 Form 5500 (PDF) for Excelsior University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Excelsior University's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $49K | — |
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 | Mutual Funds | — | — | $11.2M | 17.4% | |
| CREF Stock R2 | Mutual Funds | — | — | $5.3M | 8.3% | |
| American Fds 2040 Tar Ret R6 | Other securities | — | — | $4.1M | 6.4% | |
| American Fds 2050 Tar Ret R6 | Other securities | — | — | $4.1M | 6.3% | |
| American Fds 2035 Tar Ret R6 | Other securities | — | — | $3.8M | 5.9% | |
| American Fds 2045 Tar Ret R6 | Other securities | — | — | $3.4M | 5.2% | |
| American Fds 2030 Tar Ret R6 | Other securities | — | — | $2.9M | 4.5% | |
| CREF Stock R4 | Mutual Funds | — | — | $2.9M | 4.4% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $2.4M | 3.7% | |
| American Fds 2025 Tar Ret R6 | Other securities | — | — | $1.9M | 3.0% | |
| CREF Growth R2 | Mutual Funds | — | — | $1.7M | 2.7% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $1.7M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.5% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.6M | 2.5% | |
| American Fds 2055 Tar Ret R6 | Other securities | — | — | $1.6M | 2.4% | |
| American Fds 2020 Tar Ret R6 | Other securities | — | — | $1.5M | 2.4% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.0M | 1.6% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $906K | 1.4% | |
| Vanguard Devlopd Mkts Idx Adm | Common Collective Trusts | — | — | $876K | 1.4% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $844K | 1.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $588K | 0.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $571K | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $556K | 0.9% | |
| American Fds 2060 Tar Ret R6 | Other securities | — | — | $553K | 0.9% | |
| MFS International Growth Cl R6 | Mutual Funds | — | — | $499K | 0.8% | |
| Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | — | $467K | 0.7% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $456K | 0.7% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $453K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS | Other securities | — | — | $429K | 0.7% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $410K | 0.6% | |
| American Fds 2015 Tar Ret R6 | Other securities | — | — | $352K | 0.5% | |
| Nuveen Real Est Sec Sel R6 | Mutual Funds | — | — | $315K | 0.5% | |
| TIAA Access Nuv Intl Equity T2 | Mutual Funds | — | — | $304K | 0.5% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $282K | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $256K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T2 | Mutual Funds | — | — | $240K | 0.4% | |
| Allspring Spec Mid Cap Val R6 | Other securities | — | — | $176K | 0.3% | |
| Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $170K | 0.3% | |
| BlackRock High Yield Class K | Other securities | — | — | $153K | 0.2% | |
| TIAA Access Nuv LifCyc 2035 T2 | Mutual Funds | — | — | $145K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T2 | Mutual Funds | — | — | $145K | 0.2% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $143K | 0.2% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $134K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T2 | Mutual Funds | — | — | $131K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T2 | Mutual Funds | — | — | $106K | 0.2% | |
| Dodge & Cox Income Fund - CI X | Mutual Funds | — | — | $95K | 0.1% | |
| T. Rowe Inte US Sm-Cp Gr Eq I | Other securities | — | — | $92K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T2 | Mutual Funds | — | — | $82K | 0.1% | |
| Plan Loan Default Fund | Other securities | — | — | $62K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T2 | Mutual Funds | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
