Hilary Link signed DREW University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DREW University's EIN is 22-1487164.
Download the official 2024 Form 5500 (PDF) for DREW University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DREW University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $700 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $241 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive | Mutual Funds | — | — | $50.9M | 22.1% | |
| CREF Stock Fund R2 | Mutual Funds | — | — | $29.5M | 12.8% | |
| Vanguard Institutional Index Fund Institutional | Common Collective Trusts | — | — | $19.9M | 8.6% | |
| Vanguard Extended Market Index Fund Instl | Common Collective Trusts | — | — | $12.1M | 5.3% | |
| TIAA Traditional Benefit-Responsive Annuity | Mutual Funds | — | — | $9.1M | 4.0% | |
| Vanguard Total Intl. Stock Index Fund Admiral | Common Collective Trusts | — | — | $9.1M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.6M | 3.7% | |
| CREF Growth Fund R2 | Mutual Funds | — | — | $7.3M | 3.2% | |
| Nuveen Lifecycle Index 2040 Fund - Premier | Mutual Funds | — | — | $7.1M | 3.1% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $6.8M | 3.0% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $6.2M | 2.7% | |
| Western Asset Core Plus Bond Fund I | Other securities | — | — | $6.1M | 2.6% | |
| Nuveen Lifecycle Index 2035 Fund - Premier | Mutual Funds | — | — | $5.8M | 2.5% | |
| Nuveen Large Cap Responsible Equity Fund - Premier | Mutual Funds | — | — | $5.3M | 2.3% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $5.0M | 2.2% | |
| CREF Global Equities Fund R2 | Mutual Funds | — | — | $4.7M | 2.0% | |
| Nuveen Lifecycle Index 2030 Fund - Premier | Mutual Funds | — | — | $4.7M | 2.0% | |
| Nuveen Lifecycle Index 2045 Fund - Premier | Mutual Funds | — | — | $4.2M | 1.8% | |
| CREF Social Choice Fund R2 | Mutual Funds | — | — | $4.1M | 1.8% | |
| Nuveen Lifecycle Index 2025 Fund - Premier | Mutual Funds | — | — | $3.6M | 1.6% | |
| CREF Equity Index Fund R2 | Common Collective Trusts | — | — | $3.2M | 1.4% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $3.2M | 1.4% | |
| Nuveen Lifecycle Index 2020 Fund - Premier | Mutual Funds | — | — | $2.5M | 1.1% | |
| Nuveen Lifecycle Index 2050 Fund - Premier | Mutual Funds | — | — | $2.2M | 1.0% | |
| CREF Core Bond Fund R2 | Mutual Funds | — | — | $1.7M | 0.7% | |
| Nuveen Lifecycle Index 2015 Fund - Premier | Mutual Funds | — | — | $1.1M | 0.5% | |
| CREF Money Market Fund R2 | Mutual Funds | — | — | $953K | 0.4% | |
| CREF Inflation-Linked Bond Fund R2 | Mutual Funds | — | — | $887K | 0.4% | |
| Vanguard Federal Money Market Fund Investor | Mutual Funds | — | — | $886K | 0.4% | |
| Nuveen Lifecycle Index 2010 Fund - Premier | Mutual Funds | — | — | $848K | 0.4% | |
| Nuveen Lifecycle Index 2055 Fund - Premier | Mutual Funds | — | — | $794K | 0.3% | |
| Nuveen Lifecycle Index 2060 Fund - Premier | Mutual Funds | — | — | $550K | 0.2% | |
| Fidelity Asset Manager 70% Fund | Mutual Funds | — | — | $308K | 0.1% | |
| Fidelity Puritan Fund ** 208 * Fidelity GNMA Fund ** 38 * Fidelity Magellan Fund | Agency / Mortgage-Backed | — | — | $304K | 0.1% | |
| Fidelity Treasury Only Money Market Fund | Mutual Funds | — | — | $202K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund - Premier | Mutual Funds | — | — | $162K | <0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $99K | <0.1% | |
| Participant Loans Various maturities, interest rates range 4.25% - 9.50% - | Bonds / Notes | — | — | $87K | <0.1% | |
| Fidelity Dividend Growth Fund | Mutual Funds | — | — | $53K | <0.1% | |
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $26K | <0.1% | |
| Fidelity Government Money Market Premium Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund - Premier | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Multi Asset Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fidelity Real Estate Fund - Investor | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Low Priced Stock Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Government Income Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4001764 |
| — |
| NONE |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, L.L.P. | 54-0504608 | — | NONE | $23K | — |
| VENABLE LLP | 52-0517250 | — | NONE | $15K | — |
