Kathleen A. Stein signed Monmouth University, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monmouth University, Inc.'s EIN is 21-0634584.
Download the official 2024 Form 5500 (PDF) for Monmouth University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monmouth University, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $185K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | 1325 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC |
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.
| 26-0058143 |
| — |
| NONE |
| $58K |
| — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $17K | — |
| EQUITABLE FINANCIAL LIFE INSURANCE | 13-5570651 | — | NONE | $865 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA CREF Traditional Non-Benefit Responsive - Fixed Annuity Contract | Mutual Funds | — | — | $72.3M | 20.1% | |
| CREF Stock R2 | Mutual Funds | — | — | $15.4M | 4.3% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $15.3M | 4.3% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $15.2M | 4.2% | |
| CREF Stock R4 | Mutual Funds | — | — | $14.9M | 4.1% | |
| AM FDS Cap Wrld GRW AND INC R6 | Common Stocks | — | — | $14.6M | 4.1% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $13.9M | 3.9% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $13.3M | 3.7% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $13.0M | 3.6% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $12.8M | 3.6% | |
| Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $10.9M | 3.0% | |
| TIAA CREF Traditional Benefit Responsive - Fixed Annuity Contract | Mutual Funds | — | — | $10.6M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.0M | 2.5% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $8.9M | 2.5% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $8.9M | 2.5% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $8.7M | 2.4% | |
| Victory Sycamore Estab Val R6 | Other securities | — | — | $6.1M | 1.7% | |
| MFS Intl Diversification Cl R6 | Mutual Funds | — | — | $6.0M | 1.7% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $5.2M | 1.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $5.1M | 1.4% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $4.8M | 1.3% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $4.8M | 1.3% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | — | $4.7M | 1.3% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $4.4M | 1.2% | |
| CREF Growth R2 | Mutual Funds | — | — | $4.4M | 1.2% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $4.3M | 1.2% | |
| Columbia Mid Cap Index Inst2 | Other securities | — | — | $3.8M | 1.1% | |
| Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $3.8M | 1.1% | |
| AXA Guaranteed Interest Account - Fixed Interest Option Variable Annuity | Other securities | — | — | $3.8M | 1.1% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $3.5M | 1.0% | |
| Self-directed Accounts | Self-Directed Brokerage | — | — | $2.8M | 0.8% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.4M | 0.7% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.0M | 0.6% | |
| Participant Loan Fund | Participant loans | — | — | $1.9M | 0.5% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $1.7M | 0.5% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $1.6M | 0.5% | |
| FID BLUE CHIP GR | Mutual Funds | — | — | $1.5M | 0.4% | |
| FedHermes MDT Small Cap Gr R6 | Other securities | — | — | $1.5M | 0.4% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $1.4M | 0.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.3M | 0.4% | |
| FID GROWTH COMPANY | Mutual Funds | — | — | $1.3M | 0.4% | |
| Victory Sycamore Sm-Co Opp R6 | Common Stocks | — | — | $1.2M | 0.3% | |
| EQ/Com Stck Index | Common Stocks | — | — | $978K | 0.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $856K | 0.2% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $842K | 0.2% | |
| FID FREEDOM 2040 K | Mutual Funds | — | — | $765K | 0.2% | |
| FID MAGELLAN | Mutual Funds | — | — | $608K | 0.2% | |
| EQ/Moderate Allocation | Other securities | — | — | $601K | 0.2% | |
| FID FREEDOM 2030 K | Mutual Funds | — | — | $574K | 0.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $544K | 0.2% |
