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 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 | $37K | — |
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 Benefit responsive contract Omitted - | Mutual Funds | — | — | $5.0M | 12.4% | |
| American Fds 2035 Tar Ret R6 163,735 Shares | Other securities | — | $164K | $3.1M | 7.7% | |
| Vanguard 500 Idx Adm 5,369 Shares | Common Collective Trusts | — | $5K | $2.9M | 7.2% | |
| American Fds 2030 Tar Ret R6 153,557 Shares | Other securities | — | $154K | $2.7M | 6.5% | |
| American Fds 2040 Tar Ret R6 113,011 Shares | Other securities | — | $113K | $2.3M | 5.7% | |
| CREF Stock R2 2,017 Shares | Mutual Funds | — | $2K | $1.8M | 4.5% | |
| American Fds 2045 Tar Ret R6 85,335 Shares | Other securities | — | $85K | $1.8M | 4.5% | |
| American Fds 2025 Tar Ret R6 118,593 Shares | Other securities | — | $119K | $1.8M | 4.4% | |
| American Fds 2050 Tar Ret R6 78,497 Shares | Other securities | — | $78K | $1.6M | 4.0% | |
| CREF Stock R4 1,558 Shares | Mutual Funds | — | $2K | $1.4M | 3.5% | |
| Vanguard Small-Cap Idx Adm 11,452 Shares | Common Collective Trusts | — | $11K | $1.3M | 3.3% | |
| American Fds 2020 Tar Ret R6 94,996 Shares | Other securities | — | $95K | $1.3M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.2M | 2.9% | |
| Vanguard Devlopd Mkts Idx Adm 72,532 Shares | Common Collective Trusts | — | $73K | $1.1M | 2.7% | |
| JPMorgan Large Cap Growth R6 12,573 Shares | Other securities | — | $13K | $1.1M | 2.6% | |
| CREF Global Equities R2 2,786 Shares | Mutual Funds | — | $3K | $965K | 2.4% | |
| Vanguard Ttl Bd Mkt Idx Adm 98,050 Shares | Common Collective Trusts | — | $98K | $930K | 2.3% | |
| JPMorgan Equity Inc Fd Cla R6 37,879 Shares | Common Stocks | — | $38K | $907K | 2.2% | |
| CREF Social Choice R4 2,219 Shares | Mutual Funds | — | $2K | $823K | 2.0% | |
| American Fds 2055 Tar Ret R6 22,835 Shares | Other securities | — | $23K | $604K | 1.5% | |
| Vanguard Emr Mkts Stk Idx Adm 16,339 Shares | Common Collective Trusts | — | $16K | $601K | 1.5% | |
| Vanguard Mid-Cap Idx Adm 1,429 Shares | Common Collective Trusts | — | $1K | $467K | 1.2% | |
| MFS International Growth R6 9,829 Shares | Mutual Funds | — | $10K | $407K | 1.0% | |
| CREF Equity Index R2 737 Shares | Common Collective Trusts | — | — | $379K | 0.9% | |
| Allspring Spec Mid Cap Val R6 7,244 Shares | Other securities | — | $7K | $346K | 0.9% | |
| CREF Growth R2 616 Shares | Mutual Funds | — | — | $323K | 0.8% | |
| BlackRock High Yield Class K 44,832 Shares | Other securities | — | $45K | $318K | 0.8% | |
| American Fds 2015 Tar Ret R6 24,514 Shares | Other securities | — | $25K | $300K | 0.7% | |
| Nuveen Real Est Sec Sel R6 16,630 Shares | Mutual Funds | — | $17K | $299K | 0.7% | |
| CREF Social Choice R2 670 Shares | Mutual Funds | — | — | $246K | 0.6% | |
| Vanguard Infl Protect Sec Adm 10,351 Shares | Mutual Funds | — | $10K | $233K | 0.6% | |
| MassMutual Mid Cap Growth I 10,800 Shares | Other securities | — | $11K | $209K | 0.5% | |
| 9.50%, maturing through 2029 | Bonds / Notes | — | — | $201K | 0.5% | |
| American Fds 2060 Tar Ret R6 9,241 Shares | Other securities | — | $9K | $166K | 0.4% | |
| CREF Core Bond R2 1,202 Shares | Mutual Funds | — | $1K | $161K | 0.4% | |
| CREF Money Market R2 5,044 Shares | Mutual Funds | — | $5K | $149K | 0.4% | |
| Dodge & Cox Income Fund - CI X 11,401 Shares | Mutual Funds | — | $11K | $141K | 0.3% | |
| Victory Sycamore Sm-Co Opp R6 2,637 Shares | Common Stocks | — | $3K | $124K | 0.3% | |
| T. Rowe Inte US Sm-Cp Gr Eq I 2,817 Shares | Other securities | — | $3K | $122K | 0.3% | |
| Vanguard Treasury MoneyMkt Inv 105,625 Shares | Mutual Funds | — | $106K | $106K | 0.3% | |
| TIAA Access Nuv Intl Equity T2 2,461 Shares | Mutual Funds | — | $2K | $99K | 0.2% | |
| TIAA Access Nuv Lrg Cap Val T2 1,031 Shares | Mutual Funds | — | $1K | $84K | 0.2% | |
| CREF Inflation-Linked Bond R2 885 Shares | Mutual Funds | — | — | $75K | 0.2% | |
| TIAA Access Nuv Lifcyc 2030 T2 767 shares | Mutual Funds | — | — | $52K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T2 497 Shares | Mutual Funds | — | — | $48K | 0.1% | |
| TIAA Access Nuv Mid Cap Val T2 484 Shares | Mutual Funds | — | — | $39K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T2 490 Shares | Mutual Funds | — | — | $27K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T2 212 Shares | Mutual Funds | — | — | $20K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T2 189 Shares | Mutual Funds | — | — | $16K | <0.1% | |
| American Fds 2010 Tar Ret R6 1,349 Shares | Other securities | — | $1K | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
