Stevens Institute of Technology's EIN is 22-1487354.
Download the official 2024 Form 5500 (PDF) for Stevens Institute of Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stevens Institute of Technology'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 |
|---|---|---|---|---|---|
| TEACHERS INSUR. & ANNUITY ASSOC. | 13-1624203 | NEW YORK, NY | NONE | $213K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | NONE | $82K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $28K | — |
| STEVENS INSTITUTE OF TECHNOLOGY | 22-1487354 | HOBOKEN, NJ | PLAN SPONSOR | $14K |
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.
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Non Benefit-Responsive Investment Contracts * TIAA Traditional Non Benefit Responsive N/R | Mutual Funds | — | — | $79.0M | 16.9% | |
| Registered Investment Companies * CREF Stock R2 N/R | Mutual Funds | — | — | $53.1M | 11.4% | |
| Vanguard Inst Idx Inst N/R | Common Collective Trusts | — | — | $41.8M | 9.0% | |
| JP Morgan JPMorgan Lrg Cap Growth R6 N/R | Other securities | — | — | $22.9M | 4.9% | |
| CREF Growth R2 N/R | Mutual Funds | — | — | $19.9M | 4.3% | |
| TIAA-CREF Lifecycle 2045-Inst N/R | Mutual Funds | — | — | $16.7M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $15.3M | 3.3% | |
| Vanguard Extended Market Indx Inst N/R | Mutual Funds | — | — | $14.3M | 3.1% | |
| TIAA-CREF Lifecycle 2050-Inst N/R | Mutual Funds | — | — | $13.4M | 2.9% | |
| TIAA-CREF Lifecycle 2040-Inst N/R | Mutual Funds | — | — | $13.4M | 2.9% | |
| TIAA Traditional Benefit Responsive N/R | Mutual Funds | — | — | $11.9M | 2.6% | |
| MFS Intnl Diversification CI R6 N/R | Mutual Funds | — | — | $11.7M | 2.5% | |
| TIAA-CREF Lifecycle 2030-Inst N/R | Mutual Funds | — | — | $10.8M | 2.3% | |
| TIAA-CREF Lifecycle 2035-Inst N/R | Mutual Funds | — | — | $10.6M | 2.3% | |
| Vanguard Equity Income Adm N/R | Mutual Funds | — | — | $10.4M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Adm N/R | Common Collective Trusts | — | — | $9.9M | 2.1% | |
| TIAA-CREF Lifecycle 2025-Inst N/R | Mutual Funds | — | — | $9.8M | 2.1% | |
| CREF Equity Index R2 N/R | Common Collective Trusts | — | — | $8.2M | 1.8% | |
| TIAA-CREF Lifecycle 2055-Inst N/R | Mutual Funds | — | — | $7.2M | 1.5% | |
| TIAA Traditional Non Benefit Responsive 2 N/R | Mutual Funds | — | — | $6.6M | 1.4% | |
| Vanguard Ttl Bd Mkt Idx Adm N/R | Common Collective Trusts | — | — | $6.5M | 1.4% | |
| CREF Global Equities R2 N/R | Mutual Funds | — | — | $5.8M | 1.2% | |
| Am Century Am Century Mid Cap Value FD CLA R6 N/R | Other securities | — | — | $5.6M | 1.2% | |
| CREF Social Choice R2 N/R | Mutual Funds | — | — | $5.4M | 1.2% | |
| CREF Stock R4 N/R | Mutual Funds | — | — | $5.3M | 1.1% | |
| TIAA-CREF Lifecycle 2020-Inst N/R | Mutual Funds | — | — | $4.9M | 1.1% | |
| Blackrock High Yield Bd Portfolio K N/R | Other securities | — | — | $4.4M | 0.9% | |
| CREF Money Market R2 N/R | Mutual Funds | — | — | $4.2M | 0.9% | |
| CREF Inflation-Linked Bond R2 N/R | Mutual Funds | — | — | $4.2M | 0.9% | |
| Principal Real Estate SEC R6 N/R | Other securities | — | — | $3.9M | 0.8% | |
| MFS Mid Cap Growth Fund R6 N/R | Mutual Funds | — | — | $3.8M | 0.8% | |
| Vanguard Federal Money Market Inv N/R | Mutual Funds | — | — | $2.9M | 0.6% | |
| PGIM Total Return Bond R6 N/R | Other securities | — | — | $2.7M | 0.6% | |
| TIAA-CREF Lifecycle 2060-Inst N/R | Mutual Funds | — | — | $2.6M | 0.6% | |
| CREF Social Choice R4 N/R | Mutual Funds | — | — | $2.4M | 0.5% | |
| Victory Sycamore SM-CO OPP R6 N/R | Common Stocks | — | — | $1.8M | 0.4% | |
| CREF Bond R2 N/R | Mutual Funds | — | — | $1.8M | 0.4% | |
| TIAA Traditional Benefit Responsive 2 N/R | Mutual Funds | — | — | $1.7M | 0.4% | |
| Notes Receivable from Interest rates: 4.00% - 10.00% $0 | Bonds / Notes | — | — | $1.6M | 0.3% | |
| TIAA-CREF Lifecycle 2010-Inst N/R | Mutual Funds | — | — | $1.5M | 0.3% | |
| Principal Small Cap Growth I R6 N/R | Other securities | — | — | $1.5M | 0.3% | |
| CREF Inflation-Linked Bond R4 N/R | Mutual Funds | — | — | $1.3M | 0.3% | |
| TIAA-CREF Lifecycle 2015-Inst N/R | Mutual Funds | — | — | $1.2M | 0.3% | |
| TIAA-CREF Lifecycle RTMT Inc-Inst N/R | Mutual Funds | — | — | $768K | 0.2% | |
| TIAA Plan Loan Default Fund N/R | Mutual Funds | — | — | $452K | <0.1% | |
| Fully Benefit-Responsive Investment Contracts * VALIC Fixed Account Plus N/R | Other securities | — | — | $261K | <0.1% | |
| TIAA-CREF Lifecycle 2065-Inst N/R | Mutual Funds | — | — | $219K | <0.1% | |
| VALIC Loan Collateral Fund N/R | Other securities | — | — | $64K | <0.1% | |
| VALIC Stock Index Fund N/R | Common Collective Trusts | — | — | $51K | <0.1% | |
| VALIC Government Securities Fund N/R 367 * VALIC Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $48K | <0.1% |
