SCOT Kuehm signed Princeton University Press' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princeton University Press' EIN is 21-0634483.
Download the official 2024 Form 5500 (PDF) for Princeton University Press from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Princeton University Press' plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | — | RECORDKEEPER | $150 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | ADVISOR | $13K | — |
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 |
|---|---|---|---|---|---|
| WITHUM BROWN SMITH, P.C | 22-2027092 | — | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 | Mutual Funds | — | — | $10.5M | 16.9% | |
| investments * TIAA Traditional Non Benefit Responsive | OTHER | — | — | $9.9M | 16.0% | |
| Insurance contracts at contract value * TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $5.4M | 8.7% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $3.9M | 6.3% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.1M | 5.0% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.8M | 4.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 3.2% | |
| CREF Growth R2 | Mutual Funds | — | — | $1.9M | 3.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $1.8M | 2.9% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.7M | 2.7% | |
| The Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.7M | 2.7% | |
| s * CREF Core Bond R2 | Mutual Funds | — | — | $1.5M | 2.4% | |
| College Retirement Equities Fund variable annuities AF EuroPacific Growth Fund R4 | Other securities | — | — | $1.3M | 2.2% | |
| John Hancock Life Insurance John Hancock Disciplined Value R4 | Other securities | — | — | $1.2M | 1.9% | |
| College Retirement Equities Fund variable annuities Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| The Vanguard Group Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.1M | 1.8% | |
| The Vanguard Group Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $856K | 1.4% | |
| Harbor Funds Harbor Capital Appreciation Institutional | Mutual Funds | — | — | $827K | 1.3% | |
| The Vanguard Group Vanguard Small-Cap Value Index Admiral | Mutual Funds | — | — | $803K | 1.3% | |
| BlackRock, Inc. BlackRock Total Return Investor A | Common Stocks | — | — | $767K | 1.2% | |
| The Vanguard Group Vanguard Target Retirement 2055 | Mutual Funds | — | — | $693K | 1.1% | |
| TIAA Access Nuveen International Equity T4 | Mutual Funds | — | — | $606K | 1.0% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $556K | 0.9% | |
| Loomis, Sayles & Company Loomis Sayles Small Cap Growth N | Common Stocks | — | — | $525K | 0.8% | |
| TIAA Access Nuveen Large Cap Value T4 | Mutual Funds | — | — | $514K | 0.8% | |
| J.P. Morgan Investment JPMorgan Mid Cap Value R4 | Other securities | — | — | $507K | 0.8% | |
| The Vanguard Group Vanguard Target Retirement 2045 | Mutual Funds | — | — | $468K | 0.8% | |
| The Vanguard Group Vanguard Target Retirement 2060 | Mutual Funds | — | — | $433K | 0.7% | |
| Admiral The Vanguard Group Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $421K | 0.7% | |
| Management, Inc. MFS Investment Management MFS Mid Cap Growth Fund Class R | Mutual Funds | — | — | $358K | 0.6% | |
| The Vanguard Group Vanguard Target Retirement 2025 673 The Vanguard Group Vanguard Target Retirement 2030 | Mutual Funds | — | — | $268K | 0.4% | |
| TIAA Access Nuveen Mid Cap Value T4 | Mutual Funds | — | — | $253K | 0.4% | |
| TIAA Access Nuveen Real Estate Securities Select | Mutual Funds | — | — | $250K | 0.4% | |
| The Vanguard Group Vanguard Target Retirement 2040 | Mutual Funds | — | — | $213K | 0.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $208K | 0.3% | |
| The Vanguard Group Vanguard Target Retirement 2050 | Mutual Funds | — | — | $196K | 0.3% | |
| T4 The Vanguard Group Vanguard Federal Money Market Investor | Mutual Funds | — | — | $137K | 0.2% | |
| The Vanguard Group Vanguard Target Retirement 2020 | Mutual Funds | — | — | $120K | 0.2% | |
| TIAA Access Nuveen Core Equity T4 | Mutual Funds | — | — | $115K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | Mutual Funds | — | — | $92K | 0.1% | |
| TIAA Access Nuveen LifeCycle 2020 T4 | Mutual Funds | — | — | $91K | 0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $81K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | Mutual Funds | — | — | $76K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | Mutual Funds | — | — | $48K | <0.1% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $44K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth T4 | Mutual Funds | — | — | $41K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2045 T4 | Mutual Funds | — | — | $28K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2035 T4 | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2055 T4 | Mutual Funds | — | — | $20K | <0.1% |
