Gayle K. Collins signed The Devereux Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Devereux Foundation's EIN is 23-1390618.
Download the official 2024 Form 5500 (PDF) for The Devereux Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Devereux Foundation'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 | $474K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT,LLC | 23-0732160 | — | NONE | $116K | — |
| BAKER TILLY US, LLP | 30-1413443 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $21K |
| — |
| TROUTMAN PEPPER HAMILTON SANDER LLP | 58-0946915 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * TIAA and CREF TIAA Traditional Non Benefit N/R | Guaranteed Income / GIC | — | — | $131.2M | 22.0% | |
| valued at RDFV * TIAA and CREF Stock Account N/R | Pooled Separate Accounts | — | — | $98.0M | 16.5% | |
| TIAA and CREF Growth Account N/R | Mutual Funds | — | — | $42.5M | 7.1% | |
| Vanguard 500 Idx Adm N/R | Common Collective Trusts | — | — | $36.9M | 6.2% | |
| Fully Benefit-Responsive Investment Contracts * Guaranteed annuity contract TIAA Traditional Benefit Responsive N/R | Mutual Funds | — | — | $26.8M | 4.5% | |
| Vanguard Ttl Intl Stk Idx Inst N/R | Common Collective Trusts | — | — | $25.7M | 4.3% | |
| TIAA and CREF Global Equities Account N/R | Mutual Funds | — | — | $24.9M | 4.2% | |
| TIAA and CREF Equity Index Account N/R | Common Collective Trusts | — | — | $17.5M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $15.9M | 2.7% | |
| Vanguard Small-Cap Idx Inst N/R | Common Collective Trusts | — | — | $15.2M | 2.5% | |
| TIAA and CREF Social Choice Account N/R | Mutual Funds | — | — | $13.1M | 2.2% | |
| Vanguard Value Index Adm N/R | Mutual Funds | — | — | $9.8M | 1.7% | |
| Nuveen Real Estate Sec Sel R6 N/R | Mutual Funds | — | — | $8.1M | 1.4% | |
| Nuveen Large Cap Resp Eq R6 N/R | Mutual Funds | — | — | $7.9M | 1.3% | |
| American Century American Century Ultra Fund R6 N/R | Other securities | — | — | $7.7M | 1.3% | |
| TIAA and CREF Nuveen Lifecycle 2035 Retirement N/R | Mutual Funds | — | — | $7.6M | 1.3% | |
| ClearBridge International Gr I N/R | Other securities | — | — | $6.7M | 1.1% | |
| MFS Total Return Bond R6 N/R | Mutual Funds | — | — | $6.6M | 1.1% | |
| TIAA and CREF Nuveen Lifecycle 2040 Retirement N/R | Mutual Funds | — | — | $6.6M | 1.1% | |
| Guaranteed annuity contract TIAA Stable Value N/R | Stable Value | — | — | $6.5M | 1.1% | |
| TIAA and CREF Nuveen Lifecycle 2030 Retirement N/R | Mutual Funds | — | — | $5.9M | 1.0% | |
| JPMorgan U.S. Small Company Fund N/R | Common Stocks | — | — | $5.8M | 1.0% | |
| American Century American Century Inf Adj Bd R6 N/R | Other securities | — | — | $5.8M | 1.0% | |
| TIAA and CREF Nuveen Lifecycle 2045 Retirement N/R | Mutual Funds | — | — | $5.8M | 1.0% | |
| TIAA and CREF Core Bond N/R | Mutual Funds | — | — | $5.6M | 0.9% | |
| TIAA and CREF Nuveen Lifecycle 2025 Retirement N/R | Mutual Funds | — | — | $5.3M | 0.9% | |
| RDFV Money Market Fund * TIAA and CREF Nuveen Money Market R6 N/R | Mutual Funds | — | — | $4.8M | 0.8% | |
| TIAA and CREF Inflation-Linked Bond Account N/R | Mutual Funds | — | — | $4.2M | 0.7% | |
| Nuveen Emerging Markets EQ Idx R6 N/R | Common Collective Trusts | — | — | $3.8M | 0.6% | |
| TIAA and CREF Nuveen Lifecycle 2050 Retirement N/R | Mutual Funds | — | — | $3.6M | 0.6% | |
| contracts * Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $2.9M | 0.5% | |
| FedHermes Instl Hi Yd Bd Instl N/R | Other securities | — | — | $2.8M | 0.5% | |
| JPMorgan Mid Cap Value Fund R6 N/R | Other securities | — | — | $2.7M | 0.4% | |
| iShares Russell iShares Russell MC Idx Inv A N/R | Common Collective Trusts | — | — | $2.1M | 0.4% | |
| TIAA and CREF Money Market Account N/R | Mutual Funds | — | — | $1.8M | 0.3% | |
| TIAA and CREF Nuveen Lifecycle 2015 Retirement N/R | Mutual Funds | — | — | $1.5M | 0.3% | |
| TIAA and CREF Nuveen Lifecycle 2055 Retirement N/R | Mutual Funds | — | — | $1.4M | 0.2% | |
| TIAA and CREF Nuveen Lifecycle 2020 Retirement N/R | Mutual Funds | — | — | $1.0M | 0.2% | |
| Responsive * TIAA and CREF Plan Loan Default Fund N/R | Mutual Funds | — | — | $651K | 0.1% | |
| JPMorgan Mid Cap Gro Fd Cl R6 N/R | Other securities | — | — | $636K | 0.1% | |
| TIAA and CREF Nuveen Lifecycle Index Retirement N/R | Mutual Funds | — | — | $443K | <0.1% | |
| TIAA and CREF Nuveen Lifecycle 2060 Retirement N/R | Mutual Funds | — | — | $277K | <0.1% | |
| s * TIAA and CREF Nuveen Lifecycle 2010 Retirement N/R | Mutual Funds | — | — | $250K | <0.1% | |
| TIAA and CREF Nuveen Lifecycle 2065 Retirement N/R | Mutual Funds | — | — | $4K | <0.1% |
