Nancy E. Hall signed Delaware Valley University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delaware Valley University's EIN is 23-1352665.
Download the official 2024 Form 5500 (PDF) for Delaware Valley University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delaware Valley University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY SERVICES LLC | 36-4291971 | — | NONE | $43K | — |
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 Benefit Responsive | Mutual Funds | — | — | $18.7M | 20.0% | |
| CREF Stock R2 | Mutual Funds | — | — | $17.8M | 19.0% | |
| CREF Growth R2 | Mutual Funds | — | — | $12.6M | 13.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $8.4M | 9.0% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $7.9M | 8.4% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $3.5M | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 2.9% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $2.4M | 2.6% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.0M | 2.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.6M | 1.7% | |
| CREF Inflation Linked Bond R2 | Mutual Funds | — | — | $1.4M | 1.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $873K | 0.9% | |
| TIAA Access Nuveen LifeCycle 2045 T3 | Mutual Funds | — | — | $762K | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $610K | 0.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $548K | 0.6% | |
| TIAA Access Nuveen LifeCycle 2035 T3 | Mutual Funds | — | — | $534K | 0.6% | |
| TIAA Access Nuveen LifeCycle 2050 T3 | Mutual Funds | — | — | $481K | 0.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $410K | 0.4% | |
| TIAA Access Nuveen LifeCycle 2040 T3 | Mutual Funds | — | — | $386K | 0.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $382K | 0.4% | |
| TIAA Access Nuveen LifeCycle 2055 T3 | Mutual Funds | — | — | $361K | 0.4% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $340K | 0.4% | |
| TIAA Access Nuveen LifeCycle 2020 T3 | Mutual Funds | — | — | $331K | 0.4% | |
| TIAA Access Nuveen LifeCycle 2030 T3 | Mutual Funds | — | — | $317K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $313K | 0.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $310K | 0.3% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $275K | 0.3% | |
| TIAA Access Nuveen LifeCycle 2060 T3 | Mutual Funds | — | — | $273K | 0.3% | |
| DFA Large Cap International Inst | Mutual Funds | — | — | $268K | 0.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $241K | 0.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $225K | 0.2% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $203K | 0.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $189K | 0.2% | |
| Vanguard Toal Stock Market Index Admiral | Common Collective Trusts | — | — | $183K | 0.2% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $176K | 0.2% | |
| American Beacon Large Cap Growth Fund Z | Other securities | — | — | $148K | 0.2% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $133K | 0.1% | |
| TIAA Stable Value | Stable Value | — | — | $129K | 0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $109K | 0.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $105K | 0.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $88K | <0.1% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $81K | <0.1% | |
| DFA US Targeted Val Port Inst | Mutual Funds | — | — | $67K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2025 T3 | Mutual Funds | — | — | $65K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $65K | <0.1% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $49K | <0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $39K | <0.1% | |
| TIAA Access Nuveen LifeCycle 2015 T3 | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Nuveen LifeCycle Retirement Income T3 719 * TIAA Access Nuveen LifeCycle 2010 T3 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
