Lauren Bedell signed Moravian Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moravian Academy's EIN is 24-0829838.
Download the official 2024 Form 5500 (PDF) for Moravian Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moravian Academy's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROTHERS RET PLAN SERV | 20-4683855 | PITTSBURGH, PA | — | $54K | — |
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 Annuity Non Benefit Responsive | Mutual Funds | — | — | $6.3M | 13.6% | |
| Nuveen Lifecycle Index 2035 Rtmt | Mutual Funds | — | — | $4.5M | 9.7% | |
| CREF Stock R1 | Mutual Funds | — | — | $4.4M | 9.6% | |
| Nuveen Lifecycle Index 2030 Rtmt | Mutual Funds | — | — | $3.4M | 7.5% | |
| ishares S&P 500 Index Service | Common Collective Trusts | — | — | $2.5M | 5.4% | |
| Nuveen Lifecycle Index 2045 Rtmt | Mutual Funds | — | — | $2.2M | 4.8% | |
| Nuveen Lifecycle Index 2040 Rtmt | Mutual Funds | — | — | $2.0M | 4.4% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $1.8M | 3.9% | |
| Nuveen Lifecycle Index 2050 Rtmt | Mutual Funds | — | — | $1.7M | 3.7% | |
| Nuveen Lifecycle Index 2025 Rtmt | Mutual Funds | — | — | $1.4M | 3.0% | |
| Hartford International Opportunities R5 | Other securities | — | — | $1.3M | 2.8% | |
| TIAA Traditional Annuity Benefit Responsive | Mutual Funds | — | — | $1.2M | 2.6% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.0M | 2.2% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $898K | 1.9% | |
| Nuveen Lifecycle Index 2055 Rtmt | Mutual Funds | — | — | $884K | 1.9% | |
| Delaware Small CapCore Fund Ins | Other securities | — | — | $815K | 1.8% | |
| TIAA Stable Value | Stable Value | — | — | $741K | 1.6% | |
| Columbia Dividend Income Inst3 | Other securities | — | — | $716K | 1.5% | |
| Nuveen Lifecycle Index 2020 Rtmt | Mutual Funds | — | — | $672K | 1.5% | |
| TIAA Access Nuveen Lifecycle 2015 T4 | Mutual Funds | — | — | $642K | 1.4% | |
| Pioneer Bond Fund Class Y | Other securities | — | — | $611K | 1.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $484K | 1.0% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $456K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $415K | 0.9% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $401K | 0.9% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $307K | 0.7% | |
| PGIM High Yield Z | Other securities | — | — | $280K | 0.6% | |
| MFS Mid Cap Value Class R4 | Mutual Funds | — | — | $276K | 0.6% | |
| TIAA Access Nuveen Int'l Equity T4 | Mutual Funds | — | — | $249K | 0.5% | |
| JPMorgan Mid Cap Growth I | Other securities | — | — | $239K | 0.5% | |
| TIAA Access Nuveen Large-Cap Value T4 | Mutual Funds | — | — | $216K | 0.5% | |
| Nuveen Lifecycle Index 2015 Rtmt | Mutual Funds | — | — | $169K | 0.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $155K | 0.3% | |
| Jamus Henderson Developed World Bond N | Other securities | — | — | $136K | 0.3% | |
| Lord Abbett Short Duration Inc R5 | Mutual Funds | — | — | $131K | 0.3% | |
| TIAA Access Nuveen Small Cap Equity T4 | Mutual Funds | — | — | $120K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | Mutual Funds | — | — | $112K | 0.2% | |
| TIAA Access Nuveen Real Estate Sectors T4 | Mutual Funds | — | — | $105K | 0.2% | |
| American Funds New World R4 | Mutual Funds | — | — | $99K | 0.2% | |
| Nuveen Lifecycle Index 2060 Rtmt | Mutual Funds | — | — | $98K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2040 T4 | Mutual Funds | — | — | $86K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | Mutual Funds | — | — | $79K | 0.2% | |
| Nuveen Lifecycle Index 2010 Rtmt | Mutual Funds | — | — | $77K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Value T4 | Mutual Funds | — | — | $75K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2020 T4 | Mutual Funds | — | — | $72K | 0.2% | |
| Notes Receivable from Participants | Other securities | — | — | $71K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | Mutual Funds | — | — | $63K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2010 T4 | Mutual Funds | — | — | $60K | 0.1% | |
| TIAA Access Nuveen Core Bond Plus T4 | Mutual Funds | — | — | $34K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.