Sandi Best signed National University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National University's EIN is 23-7172306.
Download the official 2024 Form 5500 (PDF) for National University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $260K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $300 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $40K |
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.
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive | Mutual Funds | — | — | $27.7M | 8.7% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $25.0M | 7.8% | |
| CREF Stock R2 | Mutual Funds | — | — | $22.7M | 7.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $22.3M | 7.0% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | — | $16.8M | 5.2% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | — | $12.0M | 3.7% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | — | $11.4M | 3.6% | |
| Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $10.8M | 3.4% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | — | $10.7M | 3.4% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | — | $10.1M | 3.2% | |
| Nuveen Intl Resp Equity R6 | Mutual Funds | — | — | $9.8M | 3.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $9.8M | 3.1% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $9.7M | 3.0% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $8.8M | 2.7% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | — | $8.3M | 2.6% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | — | $8.0M | 2.5% | |
| CREF Growth R2 | Mutual Funds | — | — | $7.5M | 2.3% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $6.8M | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $6.8M | 2.1% | |
| Nuveen LfCycle Ix 2020 R6 | Mutual Funds | — | — | $6.0M | 1.9% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $6.0M | 1.9% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $5.5M | 1.7% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $4.3M | 1.3% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $4.3M | 1.3% | |
| Hotchkis & Wiley HotchkisandWileySmlCpDivValZ | Other securities | — | — | $4.0M | 1.3% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.8M | 1.2% | |
| Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | — | $3.6M | 1.1% | |
| Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $3.6M | 1.1% | |
| Vanguard Real Estate Idx Adm | Common Collective Trusts | — | — | $3.2M | 1.0% | |
| Participants Participant Loans Rates from 3.25% - 9.50% - | Bonds / Notes | — | — | $3.1M | 1.0% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $2.3M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 0.6% | |
| Conestoga Small Cap Instl | Other securities | — | — | $1.9M | 0.6% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.9M | 0.6% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.8M | 0.6% | |
| Nuveen LfCycle Ix 2015 R6 | Mutual Funds | — | — | $1.6M | 0.5% | |
| Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $1.3M | 0.4% | |
| Lincoln National Life Lincoln Fixed Account | Other securities | — | — | $1.3M | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.2M | 0.4% | |
| Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | — | $1.2M | 0.4% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $979K | 0.3% | |
| Lincoln National Life AMERICAN FUNDS GROWTH | Mutual Funds | — | — | $951K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T4 | Mutual Funds | — | — | $681K | 0.2% | |
| TIAA Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $674K | 0.2% | |
| Lincoln National Life LVIP MACQUARIE SOCIAL AWARENESS | Other securities | — | — | $622K | 0.2% | |
| Lincoln National Life LVIP SSGA S&P 500 INDEX | Common Collective Trusts | — | — | $523K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $451K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $388K | 0.1% | |
| Nuveen LfCycle Ix 2065 R6 | Mutual Funds | — | — | $369K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | Mutual Funds | — | — | $326K | 0.1% |
