James Jackson signed Seton Hill University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seton Hill University's EIN is 25-0965557.
Download the official 2023 Form 5500 (PDF) for Seton Hill University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Seton Hill University's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | INVESTMENT MANAGER | $17K | — |
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-CREF TIAA Traditional Non-Benefit-Responsive Annuity n/a | Mutual Funds | — | — | $10.8M | 16.7% | |
| Nuveen S&P 500 Index Retire n/a | Common Collective Trusts | — | — | $4.5M | 6.9% | |
| CREF Stock R2 n/a | Mutual Funds | — | — | $3.7M | 5.6% | |
| Nuveen Lifecycle 2040 Retire n/a | Mutual Funds | — | — | $3.5M | 5.5% | |
| Nuveen Lifecycle 2035 Retire n/a | Mutual Funds | — | — | $3.1M | 4.8% | |
| Nuveen Lifecycle 2020 Retire n/a | Mutual Funds | — | — | $2.9M | 4.5% | |
| Nuveen Lifecycle 2030 Retire n/a | Mutual Funds | — | — | $2.7M | 4.2% | |
| Nuveen Lifecycle 2045 Retire n/a | Mutual Funds | — | — | $2.5M | 3.9% | |
| Nuveen Lifecycle 2025 Retire n/a | Mutual Funds | — | — | $2.3M | 3.5% | |
| American Funds New Perspective Fund R4 n/a | Mutual Funds | — | — | $2.2M | 3.4% | |
| Federated Hermes Total Ret Bd Instl n/a | Other securities | — | — | $1.6M | 2.5% | |
| Columbia Dividend Income Adv n/a | Other securities | — | — | $1.6M | 2.5% | |
| Nuveen Lifecycle 2050 Retire n/a | Mutual Funds | — | — | $1.6M | 2.4% | |
| CREF Growth R2 n/a | Mutual Funds | — | — | $1.5M | 2.3% | |
| CREF Social Choice R2 n/a | Mutual Funds | — | — | $1.4M | 2.2% | |
| Hartford Funds Hartford International Opportunities R5 n/a | Other securities | — | — | $1.4M | 2.2% | |
| Delaware Small CapCore Fd Inst n/a | Other securities | — | — | $1.3M | 1.9% | |
| TIAA-CREF TIAA Traditional Benefit Responsive n/a | Mutual Funds | — | — | $1.1M | 1.7% | |
| Alliance Bernstein AB Large Cap Growth Fund I n/a | Other securities | — | — | $1.0M | 1.6% | |
| CREF Bond Market R2 n/a | Mutual Funds | — | — | $970K | 1.5% | |
| CREF Global Equities R2 n/a | Mutual Funds | — | — | $960K | 1.5% | |
| Victory SYC Establish Value I n/a | Other securities | — | — | $876K | 1.4% | |
| CREF Equity Index R2 n/a | Common Collective Trusts | — | — | $855K | 1.3% | |
| Vanguard REIT Index Admiral n/a | Mutual Funds | — | — | $830K | 1.3% | |
| Nuveen Lifecycle 2010 Retire n/a | Mutual Funds | — | — | $813K | 1.3% | |
| BNY Mellon MidCap Index Fund Inv n/a | Common Collective Trusts | — | — | $809K | 1.2% | |
| Janus Henderson Janus Enterprise Fund Class T n/a | Mutual Funds | — | — | $794K | 1.2% | |
| CREF Money Market R2 n/a | Mutual Funds | — | — | $787K | 1.2% | |
| Nuveen Lifecycle 2055 Retire n/a | Mutual Funds | — | — | $767K | 1.2% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $569K | 0.9% | |
| TIAA-CREF TIAA Stable Value n/a | Stable Value | — | — | $507K | 0.8% | |
| Lord Abbett Short Duration Income Fund R5 n/a | Mutual Funds | — | — | $432K | 0.7% | |
| CREF Inflation-Linked Bond R2 n/a | Mutual Funds | — | — | $398K | 0.6% | |
| Nuveen Lifecycle 2015 Retire n/a | Mutual Funds | — | — | $324K | 0.5% | |
| TIAA-CREF TIAA Access Nuv Large-Cap Value T4 n/a | Mutual Funds | — | — | $323K | 0.5% | |
| with various maturity dates through May 2029 - | Other securities | — | — | $295K | 0.5% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2035 T4 n/a | Mutual Funds | — | — | $278K | 0.4% | |
| TIAA-CREF TIAA Access Nuv International Equity T4 n/a | Mutual Funds | — | — | $266K | 0.4% | |
| Prudential PGIM High Yield Fund Z n/a | Other securities | — | — | $260K | 0.4% | |
| Nuveen Lifecycle 2060 Retire n/a | Mutual Funds | — | — | $251K | 0.4% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2050 T4 n/a | Mutual Funds | — | — | $224K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Qt Small-Cap Eq T4 n/a | Mutual Funds | — | — | $186K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Large Cap Growth T4 n/a | Mutual Funds | — | — | $169K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2020 T4 n/a | Mutual Funds | — | — | $148K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Mid-Cap Value T4 n/a | Mutual Funds | — | — | $131K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Lifecycle 2025 T4 n/a | Mutual Funds | — | — | $127K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Equity Index T4 n/a | Common Collective Trusts | — | — | $108K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Mid Cap Growth 14 n/a | Mutual Funds | — | — | $87K | 0.1% | |
| TIAA-CREF TIAA Access Nuv Sm Cp Bl IX T4 n/a | Mutual Funds | — | — | $86K | 0.1% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 n/a | Mutual Funds | — | — | $82K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
