DIOR Mariano signed Moravian University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moravian University's EIN is 24-0795460.
Download the official 2024 Form 5500 (PDF) for Moravian University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moravian University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT. | 75-3204798 | — | NONE | $28K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| responsive * TIAA Traditional - Non-fully benefit- N/R | Mutual Funds | — | — | $24.1M | 17.9% | |
| Separate Accounts * CREF Stock R2 N/R | Pooled Separate Accounts | — | — | $20.5M | 15.3% | |
| Charles Schwab S&P 500 Index Fund N/R | Mutual Funds | — | — | $7.6M | 5.7% | |
| Guaranteed Annuity Contracts * TIAA Traditional - Fully benefit- N/R | Mutual Funds | — | — | $7.4M | 5.5% | |
| CREF Global Equities R2 N/R | Mutual Funds | — | — | $6.8M | 5.1% | |
| American Funds American FDS 2040 Trg Ret R6 N/R | Mutual Funds | — | — | $4.4M | 3.3% | |
| Vanguard Ttl Intl Stck Idx Adm N/R | Common Collective Trusts | — | — | $4.3M | 3.2% | |
| CREF Growth R2 N/R | Mutual Funds | — | — | $4.2M | 3.2% | |
| American Funds American FDS 2030 Trg Ret R6 N/R | Mutual Funds | — | — | $4.2M | 3.1% | |
| American Funds American Washington Mut Inv R6 N/R | Mutual Funds | — | — | $3.9M | 2.9% | |
| American Funds American FDS 2050 Trg Ret R6 N/R | Mutual Funds | — | — | $3.2M | 2.4% | |
| American Funds American FDS 2035 Trg Ret R6 N/R | Mutual Funds | — | — | $3.2M | 2.4% | |
| Vanguard Ttl Bd Market Idx Adm N/R | Common Collective Trusts | — | — | $3.2M | 2.4% | |
| American Funds American FDS 2045 Trg Ret R6 N/R | Mutual Funds | — | — | $3.1M | 2.3% | |
| Vanguard Mid-Cap IDX ADM N/R | Common Collective Trusts | — | — | $3.1M | 2.3% | |
| American Funds American FDS 2025 Trg Ret R6 N/R | Mutual Funds | — | — | $3.1M | 2.3% | |
| CREF Equity Index R2 N/R | Common Collective Trusts | — | — | $3.0M | 2.2% | |
| American Funds American Europac Growth R6 N/R | Mutual Funds | — | — | $2.4M | 1.8% | |
| Charles Schwab Small Cap index fund N/R | Common Collective Trusts | — | — | $2.3M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 1.6% | |
| CREF Core Bond R2 N/R | Mutual Funds | — | — | $2.1M | 1.6% | |
| Brown Advisory Brown Advisory Sus Growth Intsl N/R | Other securities | — | — | $2.0M | 1.5% | |
| CREF Social Choice R2 N/R | Mutual Funds | — | — | $1.9M | 1.4% | |
| Nuveen Large Cap Resp Equity R6 N/R | Mutual Funds | — | — | $1.7M | 1.3% | |
| American Funds American FDS 2055 Trg Ret R6 N/R | Mutual Funds | — | — | $1.7M | 1.3% | |
| American Funds American FDS 2020 Trg Ret R6 N/R | Mutual Funds | — | — | $1.6M | 1.2% | |
| Baird Core Plus Bond Fund Inst N/R | Other securities | — | — | $1.4M | 1.1% | |
| CREF Inflation Linked Bond R2 N/R | Mutual Funds | — | — | $1.2M | 0.9% | |
| CREF Money Market R2 N/R | Mutual Funds | — | — | $1.1M | 0.8% | |
| American Funds American FDS 2010 Trg Ret R6 N/R | Mutual Funds | — | — | $689K | 0.5% | |
| American Funds American FDS 2060 Trg Ret R6 N/R | Mutual Funds | — | — | $659K | 0.5% | |
| responsive * TIAA Stable Value N/R | Stable Value | — | — | $610K | 0.5% | |
| American Funds American FDS 2015 Trg Ret R6 N/R | Mutual Funds | — | — | $579K | 0.4% | |
| Victory Capital Victory SYC Small Comp Opp N/R | Other securities | — | — | $497K | 0.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $138K | 0.1% | |
| American Funds American FDS 2065 Trg Ret R6 N/R | Mutual Funds | — | — | $13K | <0.1% |
