Patricia J Florkowski signed Lehigh University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lehigh University's EIN is 24-0795445.
Download the official 2024 Form 5500 (PDF) for Lehigh University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lehigh 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 | — | RECORDKEEPER | $358K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT MANAGER | $82K | — |
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 | — | — | $157.7M | 17.5% | |
| CREF Stock R2 | Mutual Funds | — | — | $119.7M | 13.3% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $80.8M | 9.0% | |
| Vanguard Target Ret 2035 Inv | Mutual Funds | — | — | $38.3M | 4.2% | |
| Vanguard Target Ret 2040 Inv | Mutual Funds | — | — | $34.4M | 3.8% | |
| Vanguard Target Ret 2025 Inv | Mutual Funds | — | — | $31.3M | 3.5% | |
| Vanguard Target Ret 2045 Inv | Mutual Funds | — | — | $28.6M | 3.2% | |
| Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $27.4M | 3.0% | |
| CREF Growth R2 | Mutual Funds | — | — | $25.0M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $23.7M | 2.6% | |
| Vanguard Target Ret 2030 Inv | Mutual Funds | — | — | $23.4M | 2.6% | |
| MFS Instl International Equity | Mutual Funds | — | — | $23.1M | 2.6% | |
| Vanguard Target Ret 2050 Inv | Mutual Funds | — | — | $21.5M | 2.4% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $20.9M | 2.3% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $20.4M | 2.3% | |
| Vanguard Target Ret 2020 Inv | Mutual Funds | — | — | $17.7M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $17.4M | 1.9% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $17.0M | 1.9% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $15.5M | 1.7% | |
| First Eagle First Eagle Global Fund | Other securities | — | — | $13.0M | 1.4% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $12.8M | 1.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $11.5M | 1.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $10.5M | 1.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $9.9M | 1.1% | |
| Vanguard Target Ret 2055 Inv | Mutual Funds | — | — | $9.8M | 1.1% | |
| Champlain Mid Cap Fd Ins Cl | Other securities | — | — | $9.2M | 1.0% | |
| Parnassus Equity Income Inst | Other securities | — | — | $8.9M | 1.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $8.1M | 0.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $7.9M | 0.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $7.5M | 0.8% | |
| CREF Money Market R2 | Mutual Funds | — | — | $7.5M | 0.8% | |
| Loomis Sayles Core Plus Bd N | Other securities | — | — | $7.4M | 0.8% | |
| Vanguard Inflation Protect Sec | Mutual Funds | — | — | $6.3M | 0.7% | |
| Principal Real Estate Sec R6 | Other securities | — | — | $6.0M | 0.7% | |
| TIAA TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $5.1M | 0.6% | |
| Boston Trust Small Cap Fund | Other securities | — | — | $3.8M | 0.4% | |
| Vanguard Target Ret 2060 Inv | Mutual Funds | — | — | $3.6M | 0.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $3.1M | 0.3% | |
| Allspring Spec SmallCap Growth R6 | Other securities | — | — | $2.2M | 0.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.5M | 0.2% | |
| from 4.00% to 9.50% | Bonds / Notes | — | — | $1.2M | 0.1% | |
| Vanguard Target Ret 2065 Inv | Mutual Funds | — | — | $843K | <0.1% | |
| Vanguard Target Ret 2070 Inv | Mutual Funds | — | — | $94K | <0.1% | |
| PLDF Plan Loan Default Fund | Other securities | — | — | $67K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZELENKOFSKE AXELROD LLC | 23-3022325 | — | AUDITOR | $25K | — |
