Jeffrey Listwak signed Susquehanna University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Susquehanna University's EIN is 23-1353385.
Download the official 2024 Form 5500 (PDF) for Susquehanna University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Susquehanna University'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 | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT. | 75-3204798 | — | NONE | $61K | — |
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 | Mutual Funds | — | — | $28.0M | 17.6% | |
| CREF | Mutual Funds | — | — | $25.4M | 16.0% | |
| Vanguard | Mutual Funds | — | — | $17.4M | 11.0% | |
| TIAA | Mutual Funds | — | — | $10.9M | 6.9% | |
| CREF | Mutual Funds | — | — | $9.4M | 5.9% | |
| CREF | Mutual Funds | — | — | $9.2M | 5.8% | |
| Vanguard | Mutual Funds | — | — | $7.2M | 4.5% | |
| American Funds | Mutual Funds | — | — | $5.5M | 3.5% | |
| CREF | Mutual Funds | — | — | $5.2M | 3.3% | |
| CREF | Mutual Funds | — | — | $4.3M | 2.7% | |
| American Funds | Mutual Funds | — | — | $3.3M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.1M | 2.0% | |
| Brown Advisory | Other securities | — | — | $2.9M | 1.9% | |
| CREF | Mutual Funds | — | — | $2.9M | 1.8% | |
| Brown Advisory | Other securities | — | — | $2.4M | 1.5% | |
| Victory | Other securities | — | — | $2.4M | 1.5% | |
| Hartford Funds | Other securities | — | — | $2.2M | 1.4% | |
| Vanguard | Mutual Funds | — | — | $2.2M | 1.4% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 1.2% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 1.2% | |
| CREF | Mutual Funds | — | — | $1.6M | 1.0% | |
| BlackRock | Other securities | — | — | $1.4M | 0.9% | |
| Nuveen | Mutual Funds | — | — | $1.3M | 0.8% | |
| CREF | Mutual Funds | — | — | $1.3M | 0.8% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 0.8% | |
| DWS Asset Management | Other securities | — | — | $1.3M | 0.8% | |
| Federated Hermes | Other securities | — | — | $1.0M | 0.6% | |
| Nuveen | Mutual Funds | — | — | $645K | 0.4% | |
| Causeway | Other securities | — | — | $494K | 0.3% | |
| Participant Loans | Participant loans | — | — | $256K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $251K | 0.2% | |
| TIAA | Mutual Funds | — | — | $9K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $21K | — |
