Stacye Furmanek signed WAKE Forest University Health Sciences' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WAKE Forest University Health Sciences' EIN is 22-3849199.
Download the official 2023 Form 5500 (PDF) for WAKE Forest University Health Sciences from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WAKE Forest University Health Sciences' plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $83K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $8.9M | 1.8% |
| MORGAN STANLEY |
| 24-4310632 |
| — |
| INVESTMENT ADVISORY |
| $50K |
| — |
| MORGAN STANLEY GLOBAL BANK | 26-4310632 | — | INVESTMENT ADVISOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
