KATE Kleba signed Philadelphia University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Philadelphia University's EIN is 23-1352294.
Download the official 2024 Form 5500 (PDF) for Philadelphia University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Philadelphia University's plan includes 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 - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $16K | — |
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 Insurance Company General Contract | Mutual Funds | — | — | $27.0M | 19.6% | |
| CREF Stock R3 | Mutual Funds | — | — | $18.1M | 13.2% | |
| CREF Growth R3 | Mutual Funds | — | — | $6.9M | 5.0% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $6.6M | 4.8% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $6.3M | 4.6% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $5.7M | 4.2% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $5.4M | 4.0% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $5.3M | 3.9% | |
| Vanguard Extend Market Index Inst PI | Mutual Funds | — | — | $4.7M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 3.3% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $4.3M | 3.1% | |
| Benefit Responsive * TIAA Traditional Non Insurance Company General Contract | Mutual Funds | — | — | $3.5M | 2.6% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $3.5M | 2.6% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $3.1M | 2.3% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $3.0M | 2.2% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $2.9M | 2.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.7M | 1.9% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $2.7M | 1.9% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $2.1M | 1.5% | |
| American Funds Capital World Growth & Income R6 | Mutual Funds | — | — | $2.0M | 1.5% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $2.0M | 1.4% | |
| CREF Money Market R3 | Mutual Funds | — | — | $1.8M | 1.3% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $1.5M | 1.1% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.3M | 1.0% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $1.3M | 0.9% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $1.2M | 0.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| Vanguard REIT Index | Mutual Funds | — | — | $920K | 0.7% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $759K | 0.6% | |
| Vanguard PRIMECAP Admiral | Mutual Funds | — | — | $754K | 0.5% | |
| Vanguard Inflation Protected Securities | Mutual Funds | — | — | $726K | 0.5% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $588K | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $450K | 0.3% | |
| Nuveen LfCyc Ix Ret Inc R6 | Mutual Funds | — | — | $358K | 0.3% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $255K | 0.2% | |
| value * TIAA Traditional Benefit Insurance Company General Contract | Mutual Funds | — | — | $233K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $91K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $64K | <0.1% | |
| contract value * Participant loans Interest rates ranging from 4.50% to 9.50% with | Bonds / Notes | — | — | $54K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
