Trevor Jackson signed Eastern University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eastern University's EIN is 23-1409675.
Download the official 2024 Form 5500 (PDF) for Eastern University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eastern 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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $7K | — |
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 | — | — | $12.9M | 14.9% | |
| CREF Stock R2 13,667.588 units | Mutual Funds | — | — | $12.5M | 14.4% | |
| CREF Growth R2 19,255.760 units | Mutual Funds | — | — | $10.1M | 11.7% | |
| CREF Equity Index R2 12,111.910 units | Common Collective Trusts | — | — | $6.2M | 7.2% | |
| CREF Global Equities R2 15,768.264 units | Mutual Funds | — | — | $5.5M | 6.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $4.8M | 5.5% | |
| CREF Social Choice R2 11,389.276 units | Mutual Funds | — | — | $4.2M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 3.1% | |
| TIAA International Equity Index Fund 97,216.140 shares | Common Collective Trusts | — | — | $2.1M | 2.5% | |
| TIAA Lifecycle Index 2045 Premier 65,346.747 shares | Mutual Funds | — | — | $2.0M | 2.3% | |
| CREF Core Bond R2 14,373.042 units | Mutual Funds | — | — | $1.9M | 2.2% | |
| TIAA Lifecycle Index 2025 Premier 86,825.194 shares | Mutual Funds | — | — | $1.8M | 2.1% | |
| TIAA Lifecycle Index 2040 Premier 60,777.356 shares | Mutual Funds | — | — | $1.8M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund 6,758.625 shares | Mutual Funds | — | — | $1.7M | 2.0% | |
| TIAA Lifecycle Index 2030 Premier 70,261.671 shares | Mutual Funds | — | — | $1.7M | 1.9% | |
| TIAA Lifecycle Index 2055 Premier 50,463.953 shares | Mutual Funds | — | — | $1.3M | 1.5% | |
| American Funds New Perspective Fund Class R 19,524.294 shares | Mutual Funds | — | — | $1.2M | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fund 91,048.889 shares | Mutual Funds | — | — | $1.1M | 1.3% | |
| CREF Inflation-Linked Bond R2 13,291.682 units | Mutual Funds | — | — | $1.1M | 1.3% | |
| Columbia Small Cap Index Fund 42,279.679 shares | Common Collective Trusts | — | — | $1.0M | 1.2% | |
| T. Rowe Price Extended Equity Market Idx 27,711.424 shares | Common Collective Trusts | — | — | $908K | 1.0% | |
| TIAA Lifecycle Index 2060 Premier 43,501.340 shares | Mutual Funds | — | — | $859K | 1.0% | |
| CREF Money Market R2 28,160.423 units | Mutual Funds | — | — | $835K | 1.0% | |
| Parnassus Core Equity Institutional Shares 9,772.043 shares | Other securities | — | — | $584K | 0.7% | |
| TIAA Lifecycle Index 2020 Premier 27,351.593 shares | Mutual Funds | — | — | $513K | 0.6% | |
| Dodge & Cox Dodge & Cox Balanced Fund 4,216.054 shares | Mutual Funds | — | — | $429K | 0.5% | |
| TIAA Money Market Premier 293,354.000 shares | Mutual Funds | — | — | $293K | 0.3% | |
| TIAA Lifecycle Index 2065 Premier 17,011.338 shares | Mutual Funds | — | — | $238K | 0.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $236K | 0.3% | |
| TIAA Lifecycle Index 2015 Premier 6,262.591 shares | Mutual Funds | — | — | $106K | 0.1% | |
| TIAA Lifecycle Index 2010 Premier 5,600.777 shares | Mutual Funds | — | — | $91K | 0.1% | |
| TIAA Lifecycle Idx Ret Inc. Premier 1,671.077 shares | Common Collective Trusts | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
