Leo Clayboss signed Trumerit's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trumerit's EIN is 23-2026352.
Download the official 2024 Form 5500 (PDF) for Trumerit from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Contract * Teachers Insurance and Annuity TIAA Traditional 1,924,893 | Mutual Funds | — | — | $1.9M | 21.9% | |
| College Retirement Equities Fund CREF Stock R1 1,571 | Mutual Funds | — | — | $1.4M | 16.0% | |
| College Retirement Equities Fund CREF Growth R1 1,593 | Mutual Funds | — | — | $820K | 9.4% | |
| College Retirement Equities Fund CREF Equity Index R1 1,245 | Common Collective Trusts | — | — | $628K | 7.2% | |
| TIAA-CREF TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $459K | 5.2% | |
| College Retirement Equities Fund CREF Global Equities R1 1,209 | Mutual Funds | — | — | $411K | 4.7% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Gr T4 1,733 | Mutual Funds | — | — | $309K | 3.5% | |
| College Retirement Equities Fund CREF Core Bond R1 2,294 | Mutual Funds | — | — | $301K | 3.4% | |
| College Retirement Equities Fund CREF Money Market R1 9,280 | Mutual Funds | — | — | $270K | 3.1% | |
| College Retirement Equities Fund TIAA Access Nuv Intl Equity T4 5,418 | Mutual Funds | — | — | $202K | 2.3% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2060 T4 3,415 | Mutual Funds | — | — | $180K | 2.1% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2045 T4 2,379 | Mutual Funds | — | — | $175K | 2.0% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2055 T4 2,237 | Mutual Funds | — | — | $167K | 1.9% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2020 T4 2,708 | Mutual Funds | — | — | $154K | 1.8% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2035 T4 2,199 | Mutual Funds | — | — | $148K | 1.7% | |
| College Retirement Equities Fund TIAA Access Nuv LfCy Rt Inc T4 7 ** 336 * College Retirement Equities Fund TIAA Access Nuv Mid Cap Grw T4 1,579 | Mutual Funds | — | — | $137K | 1.6% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Val T4 1,699 | Mutual Funds | — | — | $127K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2040 T4 1,694 | Mutual Funds | — | — | $123K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv Sm Cp Bl Ix T4 1,504 | Mutual Funds | — | — | $120K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv Core Equity T4 760 | Mutual Funds | — | — | $111K | 1.3% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2050 T4 1,390 | Mutual Funds | — | — | $103K | 1.2% | |
| College Retirement Equities Fund TIAA Access Nuv Mid Cap Val T4 1,095 | Mutual Funds | — | — | $81K | 0.9% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 884 | Mutual Funds | — | — | $73K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv RlEstSecSel T4 1,327 | Mutual Funds | — | — | $68K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2030 T4 917 | Mutual Funds | — | — | $58K | 0.7% | |
| College Retirement Equities Fund CREF Social Choice R1 152 | Mutual Funds | — | — | $55K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2025 T4 844 | Mutual Funds | — | — | $51K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv Qt Sm Cp Eq T4 507 | Mutual Funds | — | — | $45K | 0.5% | |
| Participant Loans Participant Loan Fund, Interest Rate 4.25% - 9.50% - | Bonds / Notes | — | — | $35K | 0.4% | |
| College Retirement Equities Fund TIAA Access Nuv Core Pl Bd T4 - ** 3 * College Retirement Equities Fund TIAA Access Nuv Equity Idx T4 198 | Common Collective Trusts | — | — | $24K | 0.3% | |
| College Retirement Equities Fund TIAA Access Nuv LgCp Res Eq T4 24 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
