Charles Crawford signed Haverford College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Haverford College's EIN is 23-6002304.
Download the official 2024 Form 5500 (PDF) for Haverford College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Haverford College'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $49.3M | 19.0% | |
| TIAA Traditional Annuity - Nonbenefit-Responsive | Mutual Funds | — | — | $45.5M | 17.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $23.2M | 8.9% | |
| Fidelity Growth Company | Mutual Funds | — | — | $13.5M | 5.2% | |
| CREF Growth | Mutual Funds | — | — | $11.3M | 4.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $10.4M | 4.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $10.2M | 3.9% | |
| CREF Money Market R1 X3 831 * CREF Social Choice | Mutual Funds | — | — | $9.4M | 3.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $9.3M | 3.6% | |
| TIAA Traditional Annuity - Benefit Responsive | Mutual Funds | — | — | $9.1M | 3.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $9.0M | 3.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $7.2M | 2.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $5.8M | 2.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.2M | 2.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $5.1M | 2.0% | |
| CREF Global Equities | Mutual Funds | — | — | $5.1M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.6M | 1.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $3.9M | 1.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.7M | 1.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.5M | 1.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2.8M | 1.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.5M | 0.6% | |
| Metwest Total Return Bond I | Other securities | — | — | $1.4M | 0.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.4M | 0.5% | |
| Eaton Vance Atlanta Capital Smid Cap I | Other securities | — | — | $1.4M | 0.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.4M | 0.5% | |
| Artisan International Value IS | Other securities | — | — | $1.2M | 0.5% | |
| T. Rowe Price Equity Income | Other securities | — | — | $1.0M | 0.4% | |
| CREF Core Bond | Mutual Funds | — | — | $979K | 0.4% | |
| CREF Money Market R2 CP | Mutual Funds | — | — | $596K | 0.2% | |
| MetLife Fixed Interest Annuity | Other securities | — | — | $530K | 0.2% | |
| Hartford Emerging Market I | Other securities | — | — | $307K | 0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $258K | <0.1% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $252K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $233K | <0.1% | |
| Various Participant Loans | Participant loans | — | — | $214K | <0.1% | |
| TIAA Traditional Annuity - Benefit Responsive 2 | Mutual Funds | — | — | $34K | <0.1% | |
| TIAA Loan Default Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
