Terri Albertson signed Ursinus College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ursinus College's EIN is 23-1177930.
Download the official 2024 Form 5500 (PDF) for Ursinus College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ursinus College'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 | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contracts * Guaranteed Annuity Contracts TIAA Traditional Non Benefit- N/R | Mutual Funds | — | — | $27.0M | 18.3% | |
| CREF Stock R2 N/R | Mutual Funds | — | — | $17.0M | 11.5% | |
| Vanguard Inst Index Inst N/R | Mutual Funds | — | — | $11.1M | 7.5% | |
| Nuveen Lifecycle 2045 Rtmt N/R | Mutual Funds | — | — | $5.9M | 4.0% | |
| Nuveen Lifecycle 2040 Rtmt N/R | Mutual Funds | — | — | $5.8M | 3.9% | |
| Guaranteed Annuity Contracts TIAA Traditional Benefit-Responsive N/R | Mutual Funds | — | — | $5.7M | 3.8% | |
| CREF Stock R4 N/R | Mutual Funds | — | — | $5.1M | 3.5% | |
| Vanguard Ttl Intl Stk Idx Adm N/R | Common Collective Trusts | — | — | $4.9M | 3.3% | |
| Nuveen Lifecycle 2030 Rtmt N/R | Mutual Funds | — | — | $4.3M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.2M | 2.9% | |
| Nuveen Lifecycle 2035 Rtmt N/R | Mutual Funds | — | — | $4.2M | 2.8% | |
| Nuveen Lifecycle 2050 Rtmt N/R | Mutual Funds | — | — | $3.9M | 2.7% | |
| MFS International Equity R6 N/R | Mutual Funds | — | — | $3.8M | 2.6% | |
| Nuveen Lifecycle 2020 Rtmt N/R | Mutual Funds | — | — | $3.5M | 2.4% | |
| Vanguard Extended Mkt Idx Adm N/R | Common Collective Trusts | — | — | $3.4M | 2.3% | |
| Registered Investment Companies Columbia Dividend Income Inst N/R | Other securities | — | — | $3.4M | 2.3% | |
| CREF CRE Growth R2 N/R | Mutual Funds | — | — | $3.4M | 2.3% | |
| Vanguard Ttl Bd Mkt Idx Adm N/R | Common Collective Trusts | — | — | $3.1M | 2.1% | |
| MFS Mid Cap Value Class R4 N/R | Mutual Funds | — | — | $3.1M | 2.1% | |
| CREF Social Choice R2 N/R | Mutual Funds | — | — | $2.4M | 1.7% | |
| CREF Equity Index R2 N/R | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| Harbor Capital Appreciation In N/R | Other securities | — | — | $2.3M | 1.5% | |
| CREF Social Choice R4 N/R | Mutual Funds | — | — | $2.1M | 1.4% | |
| Nuveen Lifecycle 2055 Rtmt N/R | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $1.6M | 1.1% | |
| Dodge & Cox Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $1.5M | 1.0% | |
| CREF Global Equities R2 N/R | Mutual Funds | — | — | $1.5M | 1.0% | |
| CREF Inflation-Linked Bond R2 N/R | Mutual Funds | — | — | $1.4M | 1.0% | |
| Fully Benefit-Responsive Investment Contracts * Guaranteed Annuity Contracts TIAA Stable Value N/R | Stable Value | — | — | $1.3M | 0.9% | |
| Victory Sys Small Comp Opp A N/R | Other securities | — | — | $1.2M | 0.8% | |
| Nuveen Lifecycle 2060 Rtmt N/R | Mutual Funds | — | — | $1.0M | 0.7% | |
| Nuveen Lifecycle 2025 Rtmt N/R | Mutual Funds | — | — | $857K | 0.6% | |
| Mass Mutual MassMutual Select Mid Cp Gr R4 N/R | Other securities | — | — | $771K | 0.5% | |
| CREF Inflation-Linked Bond R4 N/R | Mutual Funds | — | — | $746K | 0.5% | |
| Mass Mutual MassMutual Small Cap Growth Equity N/R | Other securities | — | — | $550K | 0.4% | |
| Nuveen Lifecycle 2015 Rtmt N/R | Mutual Funds | — | — | $341K | 0.2% | |
| CREF Separate Accounts * CREF Core Bond R2 N/R | Pooled Separate Accounts | — | — | $334K | 0.2% | |
| CREF Money Market R2 N/R | Mutual Funds | — | — | $324K | 0.2% | |
| contracts * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $161K | 0.1% | |
| Nuveen Lifecycle 2065 Rtmt N/R | Mutual Funds | — | — | $105K | <0.1% | |
| Nuveen Lifecycle 2010 Rtmt N/R | Mutual Funds | — | — | $86K | <0.1% | |
| Nuveen Lifecycle Rtmt Inc N/R | Mutual Funds | — | — | $20K | <0.1% |
