JEFF P. Scaccia signed Juniata College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Juniata College's EIN is 23-1352652.
Download the official 2024 Form 5500 (PDF) for Juniata College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Juniata College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT. | 75-3204798 | — | NONE | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Insurance Company General Contract | Common Stocks | — | — | $43.0M | 31.2% | |
| Registered Investment Company | Registered Investment Companies | — | — | $16.2M | 11.8% | |
| Registered Investment Company | Registered Investment Companies | — | — | $15.5M | 11.3% | |
| Registered Investment Company | Registered Investment Companies | — | — | $6.8M | 5.0% | |
| Registered Investment Company | Registered Investment Companies | — | — | $6.7M | 4.9% | |
| Registered Investment Company | Registered Investment Companies | — | — | $5.0M | 3.6% | |
| Registered Investment Company | Registered Investment Companies | — | — | $4.6M | 3.3% | |
| Registered Investment Company | Registered Investment Companies | — | — | $4.4M | 3.2% | |
| Registered Investment Company | Registered Investment Companies | — | — | $3.2M | 2.3% | |
| Pooled Separate Account | Pooled Separate Accounts | — | — | $3.0M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.0M | 2.2% | |
| Registered Investment Company | Registered Investment Companies | — | — | $3.0M | 2.1% | |
| Registered Investment Company | Registered Investment Companies | — | — | $2.8M | 2.0% | |
| Registered Investment Company | Registered Investment Companies | — | — | $2.6M | 1.8% | |
| Registered Investment Company | Registered Investment Companies | — | — | $2.5M | 1.8% | |
| Registered Investment Company | Registered Investment Companies | — | — | $2.4M | 1.7% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.9M | 1.4% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.6M | 1.2% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.5M | 1.1% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.5M | 1.1% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.2M | 0.8% | |
| Registered Investment Company | Registered Investment Companies | — | — | $1.0M | 0.7% | |
| Registered Investment Company | Registered Investment Companies | — | — | $813K | 0.6% | |
| Registered Investment Company | Registered Investment Companies | — | — | $664K | 0.5% | |
| Registered Investment Company | Registered Investment Companies | — | — | $645K | 0.5% | |
| Registered Investment Company | Registered Investment Companies | — | — | $600K | 0.4% | |
| Registered Investment Company | Registered Investment Companies | — | — | $526K | 0.4% | |
| Self-Directed Account | Self-Directed Brokerage | — | — | $454K | 0.3% | |
| Registered Investment Company | Registered Investment Companies | — | — | $401K | 0.3% | |
| Registered Investment Company | Registered Investment Companies | — | — | $276K | 0.2% | |
| Registered Investment Company | Registered Investment Companies | — | — | $241K | 0.2% | |
| Participants Notes | Other securities | — | — | $54K | <0.1% | |
| Registered Investment Company | Registered Investment Companies | — | — | $44K | <0.1% | |
| Registered Investment Company | Registered Investment Companies | — | — | $20K | <0.1% |
