Joseph P. Housenick signed Wilkes University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilkes University's EIN is 24-0795506.
Download the official 2024 Form 5500 (PDF) for Wilkes University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilkes University'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $47K | — |
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 Annuity n/a | Mutual Funds | — | — | $45.7M | 20.4% | |
| CREF Stock R2 n/a | Mutual Funds | — | — | $44.3M | 19.8% | |
| Vanguard Institutional Index n/a | Mutual Funds | — | — | $15.6M | 7.0% | |
| American Funds American Beacon Large Cap Value R6 n/a | Mutual Funds | — | — | $10.8M | 4.8% | |
| Vanguard Extended Market Index Institutional n/a | Mutual Funds | — | — | $10.4M | 4.6% | |
| Vanguard Total International Stock Index Fund n/a | Common Collective Trusts | — | — | $6.8M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.5M | 2.9% | |
| CREF Social Choice R2 n/a | Mutual Funds | — | — | $6.4M | 2.8% | |
| Nuveen Lifecycle 2030-Retirement n/a | Mutual Funds | — | — | $6.2M | 2.8% | |
| Vanguard Total Bond Market Index Fund Admiral n/a | Common Collective Trusts | — | — | $5.8M | 2.6% | |
| CREF Growth R2 n/a | Mutual Funds | — | — | $5.7M | 2.6% | |
| American Funds American EuroPac Growth R6 n/a | Mutual Funds | — | — | $5.7M | 2.5% | |
| T. Rowe Price T. Rowe Blue Chip Growth n/a | Other securities | — | — | $5.6M | 2.5% | |
| TIAA Traditional Benefit Responsive n/a | Mutual Funds | — | — | $5.4M | 2.4% | |
| Nuveen Lifecycle 2025-Retirement n/a | Mutual Funds | — | — | $5.3M | 2.4% | |
| Nuveen Lifecycle 2045-Retirement n/a | Mutual Funds | — | — | $4.4M | 2.0% | |
| Nuveen Lifecycle 2040-Retirement n/a | Mutual Funds | — | — | $4.3M | 1.9% | |
| Nuveen Lifecycle 2035-Retirement n/a | Mutual Funds | — | — | $4.1M | 1.8% | |
| Nuveen Lifecycle 2020-Retirement n/a | Mutual Funds | — | — | $3.1M | 1.4% | |
| CREF Equity Index R2 n/a | Common Collective Trusts | — | — | $3.1M | 1.4% | |
| Nuveen Lifecycle 2050-Retirement n/a | Mutual Funds | — | — | $3.1M | 1.4% | |
| Metropolitan West Metropolitan West Total Return Bond n/a | Other securities | — | — | $2.5M | 1.1% | |
| TIAA Stable Value n/a | Stable Value | — | — | $2.4M | 1.1% | |
| Nuveen Lifecycle 2055-Retirement n/a | Mutual Funds | — | — | $2.3M | 1.0% | |
| CREF Global Equities R2 n/a | Mutual Funds | — | — | $2.3M | 1.0% | |
| CREF Money Market R2 n/a | Mutual Funds | — | — | $1.9M | 0.8% | |
| Nuveen Lifecycle 2015-Retirement n/a | Mutual Funds | — | — | $1.6M | 0.7% | |
| Nuveen Lifecycle 2010-Retirement n/a | Mutual Funds | — | — | $695K | 0.3% | |
| CREF Core Bond R2 n/a | Mutual Funds | — | — | $497K | 0.2% | |
| dates ranging through October 2034 -0- | Other securities | — | — | $407K | 0.2% | |
| CREF Inflation-Linked Bond R2 n/a | Mutual Funds | — | — | $369K | 0.2% | |
| Nuveen Lifecycle 2060-Retirement n/a | Mutual Funds | — | — | $236K | 0.1% | |
| Nuveen Lifecycle Retirement Inc-Retirement n/a | Mutual Funds | — | — | $122K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 n/a | Mutual Funds | — | — | $112K | <0.1% | |
| Nuveen Lifecycle 2065-Retirement n/a | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | NONE | $20K | — |
