Allyson Mullin signed Saint Joseph's University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Joseph's University's EIN is 23-1352674.
Download the official 2024 Form 5500 (PDF) for Saint Joseph's University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Joseph's University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $231K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Quant Small Cp Eq R6 | Mutual Funds | — | $62.5M | $77.7M | 14.0% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | $28.6M | $51.4M | 9.3% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | $19.1M | $50.1M | 9.1% | |
| TIAA Stable Value | Stable Value | — | $21.6M | $23.9M | 4.3% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | $11.8M | $21.0M | 3.8% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $20.4M | 3.7% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | $13.5M | $19.8M | 3.6% | |
| TIAA Traditional Account, Benefit-Responsive 2 | Mutual Funds | — | $15.6M | $15.7M | 2.8% | |
| Vanguard Small-Cap Idx Inst | Common Collective Trusts | — | $10.4M | $15.5M | 2.8% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $15.2M | 2.7% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | $34.2M | $14.5M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.5M | 2.6% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | $13.3M | $14.5M | 2.6% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | $13.9M | $13.9M | 2.5% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $13.6M | 2.4% | |
| Vanguard Equity Income Adm | Mutual Funds | — | $14.5M | $13.1M | 2.4% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | $18.7M | $10.8M | 1.9% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | $18.4M | $10.6M | 1.9% | |
| Plan Loan Default Fund | Other securities | — | $11.1M | $10.5M | 1.9% | |
| CREF Equity Index Account | Common Collective Trusts | — | $9.0M | $9.6M | 1.7% | |
| CREF Global Equities R4 | Mutual Funds | — | $1.4M | $8.1M | 1.5% | |
| CREF Global Equities Account | Mutual Funds | — | $3.5M | $7.9M | 1.4% | |
| CREF Social Choice Account | Mutual Funds | — | $3.7M | $7.3M | 1.3% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | $6.4M | $7.1M | 1.3% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | $4.7M | $6.7M | 1.2% | |
| TIAA Real Estate Account | Mutual Funds | — | $8.1M | $6.3M | 1.1% | |
| CREF Stock Account | Mutual Funds | — | $7.4M | $5.5M | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | $4.0M | $5.2M | 0.9% | |
| CREF Social Choice R4 | Mutual Funds | — | $5.8M | $5.1M | 0.9% | |
| American Cent MdCpVa Fd Cla R6 | Other securities | — | $5.3M | $5.1M | 0.9% | |
| Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | $4.3M | $4.8M | 0.9% | |
| American Funds New World R6 | Mutual Funds | — | $4.3M | $4.3M | 0.8% | |
| Vanguard Target Retire Income | Mutual Funds | — | $4.2M | $4.3M | 0.8% | |
| CREF Growth Account | Mutual Funds | — | $3.6M | $4.2M | 0.8% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | $4.2M | $4.1M | 0.7% | |
| CREF Stock R4 | Mutual Funds | — | $9.6M | $3.9M | 0.7% | |
| TIAA Traditional Account, Nonbenefit-Responsive | Mutual Funds | — | $5.0M | $3.9M | 0.7% | |
| MassMutual Mid Cap Growth I | Other securities | — | $3.5M | $3.7M | 0.7% | |
| Vanguard Wellington Adm | Mutual Funds | — | $4.1M | $3.7M | 0.7% | |
| CREF Money Market Account | Mutual Funds | — | $3.8M | $3.6M | 0.6% | |
| PGIM Total Return Bond R6 | Other securities | — | $3.3M | $3.1M | 0.6% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | $2.7M | $2.9M | 0.5% | |
| Vanguard Intl Growth Adm | Mutual Funds | — | $1.8M | $2.0M | 0.4% | |
| Vanguard High-Yield Corp Adm | Mutual Funds | — | $2.1M | $1.8M | 0.3% | |
| JPM Small Cap Value Fund R6 | Other securities | — | $1.5M | $1.6M | 0.3% | |
| CREF Core Bond R2 | Mutual Funds | — | $3.0M | $1.6M | 0.3% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $1.0M | 0.2% | |
| TIAA Traditional Account, Benefit-Responsive | Mutual Funds | — | $560K | $560K | 0.1% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | $248K | $275K | <0.1% | |
| Vanguard Target Retire 2070 | Mutual Funds | — | $245K | $244K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $70K | — |
