Erika Worthy signed Rider University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rider University's EIN is 21-0650678.
Download the official 2023 Form 5500 (PDF) for Rider University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rider 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 | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $93K | — |
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 Nonbenefit Responsive | Mutual Funds | — | — | $85.5M | 27.2% | |
| CREF Stock R2 | Mutual Funds | — | — | $57.6M | 18.3% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $28.7M | 9.1% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $13.8M | 4.4% | |
| Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $12.3M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.5M | 3.0% | |
| CREF Social Choice Fund R2 | Mutual Funds | — | — | $7.8M | 2.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $7.7M | 2.5% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $7.4M | 2.3% | |
| T. Rowe Price Retire 2045 Fund | Other securities | — | — | $7.3M | 2.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $7.0M | 2.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $7.0M | 2.2% | |
| CREF Global Equities Fund R2 | Mutual Funds | — | — | $6.2M | 2.0% | |
| T. Rowe Price Retire 2035 Fund | Other securities | — | — | $5.4M | 1.7% | |
| T. Rowe Price Retire 2040 Fund | Other securities | — | — | $4.8M | 1.5% | |
| T. Rowe Price Retire 2030 Fund | Other securities | — | — | $4.5M | 1.4% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $4.4M | 1.4% | |
| Metropolitan West Tot Ret BD PLN An | Other securities | — | — | $4.0M | 1.3% | |
| CREF Equity Index Fund R2 | Common Collective Trusts | — | — | $3.5M | 1.1% | |
| T. Rowe Price Retire 2025 Fund | Other securities | — | — | $3.3M | 1.0% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $3.2M | 1.0% | |
| T. Rowe Price Retire 2050 Fund | Other securities | — | — | $2.9M | 0.9% | |
| Hartford Schroders EMMKTEQ SDR AL | Other securities | — | — | $2.7M | 0.8% | |
| Diamond Hill Small Mid Cap Y | Other securities | — | — | $2.6M | 0.8% | |
| Eaton Vance Eaton Vance Atl Cap SMID Ca R6 | Other securities | — | — | $2.5M | 0.8% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $2.5M | 0.8% | |
| CREF Money Market Fund R2 | Mutual Funds | — | — | $1.9M | 0.6% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retire 2020 Fund | Other securities | — | — | $1.7M | 0.5% | |
| T. Rowe Price Retire 2055 Fund | Other securities | — | — | $1.2M | 0.4% | |
| T. Rowe Price Retire 2015 Fund | Other securities | — | — | $856K | 0.3% | |
| Participants Participant Loans Rates: 4.25% - 9.50% - | Bonds / Notes | — | — | $835K | 0.3% | |
| TIAA Traditional Fully Benefit Responsive | Mutual Funds | — | — | $581K | 0.2% | |
| CREF Inflation-Linked Bond Fund R2 | Mutual Funds | — | — | $549K | 0.2% | |
| T. Rowe Price Retire 2010 Fund | Other securities | — | — | $360K | 0.1% | |
| T. Rowe Price Retire 2005 Fund | Other securities | — | — | $309K | <0.1% | |
| T. Rowe Price Retire 2060 Fund | Other securities | — | — | $178K | <0.1% | |
| T. Rowe Price Retire 2065 Fund | Other securities | — | — | $116K | <0.1% |
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 |
|---|---|---|---|---|---|
| MORGAN, LEWIS & BOCKIUS, LLP | 23-0891050 | — | NONE | $26K | — |
