Thomas Helmick signed Waynesburg University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waynesburg University's EIN is 25-0965603.
Download the official 2024 Form 5500 (PDF) for Waynesburg University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waynesburg University's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TEACHERS INSURANCE & ANNUITY ASSOC | 13-1624203 | — | NONE | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF STOCK TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $10.6M | 17.8% | |
| TIAA Traditional Non-Benefit Responsive N/A | Mutual Funds | — | — | $9.6M | 16.2% | |
| TIAA-CREF Lifecycle 2040-Rtmt N/A | Mutual Funds | — | — | $2.9M | 5.0% | |
| CREF GLOBAL EQUITIES TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.5M | 4.3% | |
| CREF SOCIAL CHOICE TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.2M | 3.7% | |
| CREF GROWTH TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.4% | |
| TIAA Traditional Benefit Responsive N/A | Mutual Funds | — | — | $2.0M | 3.4% | |
| TIAA Traditional Non-Benefit Responsive 2 N/A | Mutual Funds | — | — | $1.8M | 3.0% | |
| CREF EQUITY INDEX TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.7M | 2.9% | |
| TIAA-CREF Lifecycle 2040-Inst N/A | Mutual Funds | — | — | $1.6M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 2.5% | |
| TIAA-CREF Lifecycle 2035-Rtmt N/A | Mutual Funds | — | — | $1.3M | 2.2% | |
| CREF CORE BOND TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.2M | 2.1% | |
| TIAA-CREF Lg-Cap Val-Rtmt N/A | Mutual Funds | — | — | $1.2M | 2.1% | |
| Vanguard 500 Index Fund Admiral N/A | Common Collective Trusts | — | — | $1.2M | 2.0% | |
| TIAA-CREF Lifecycle 2025-Rtmt N/A | Mutual Funds | — | — | $902K | 1.5% | |
| TIAA-CREF Lifecycle 2035-Inst N/A | Mutual Funds | — | — | $897K | 1.5% | |
| TIAA-CREF Qt Sml Cap Eq Rtmt N/A | Mutual Funds | — | — | $885K | 1.5% | |
| TIAA-CREF Intl Eq-Rtmt N/A | Mutual Funds | — | — | $828K | 1.4% | |
| TIAA-CREF Lifecycle 2030-Rtmt N/A | Mutual Funds | — | — | $800K | 1.4% | |
| CREF INFLATION-LINKED BOND TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $731K | 1.2% | |
| CREF MONEY MARKET TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $702K | 1.2% | |
| Dodge & Cox Stock Fund N/A | Mutual Funds | — | — | $664K | 1.1% | |
| TIAA-CREF Lifecycle 2045-Inst N/A | Mutual Funds | — | — | $661K | 1.1% | |
| Vanguard Extended Mkt Idx Adm N/A | Common Collective Trusts | — | — | $629K | 1.1% | |
| TIAA-CREF Lifecycle 2050-Inst N/A | Mutual Funds | — | — | $628K | 1.1% | |
| Harbor Capital Appreciation Inst N/A | Other securities | — | — | $581K | 1.0% | |
| TIAA-CREF Lifecycle 2055-Inst N/A | Mutual Funds | — | — | $569K | 1.0% | |
| TIAA-CREF Mid-Cap Val-Rtmt N/A | Mutual Funds | — | — | $555K | 0.9% | |
| TIAA-CREF Lifecycle 2025-Inst N/A | Mutual Funds | — | — | $523K | 0.9% | |
| TIAA-CREF Lifecycle 2030-Inst N/A | Mutual Funds | — | — | $505K | 0.9% | |
| TIAA-CREF Emrg Mkt Eq Idx-Rtmt N/A | Common Collective Trusts | — | — | $499K | 0.8% | |
| TIAA-CREF Mid-Cap Gr-Rtmt N/A | Mutual Funds | — | — | $441K | 0.7% | |
| American Funds American EuroPac Growth R6 N/A | Mutual Funds | — | — | $368K | 0.6% | |
| TIAA-CREF Lifecycle 2060-Inst N/A | Mutual Funds | — | — | $353K | 0.6% | |
| TIAA Stable Value N/A | Stable Value | — | — | $332K | 0.6% | |
| PGIM Funds Global Real Estate Z N/A | Other securities | — | — | $297K | 0.5% | |
| TIAA-CREF High-Yield-Rtmt N/A | Mutual Funds | — | — | $290K | 0.5% | |
| Dimensional Fund Advisors International ValPort Inst N/A | Mutual Funds | — | — | $284K | 0.5% | |
| Dimensional Fund Advisors Emerging Markets I N/A | Mutual Funds | — | — | $272K | 0.5% | |
| TIAA-CREF Lifecycle 2020-Rtmt N/A | Mutual Funds | — | — | $262K | 0.4% | |
| American Beacon Sm Cp Val Inst N/A | Other securities | — | — | $212K | 0.4% | |
| TIAA-CREF Lifecycle 2020-Inst N/A | Mutual Funds | — | — | $206K | 0.3% | |
| Federated Hermes Total Ret Bond Inst N/A | U.S. Treasuries | — | — | $156K | 0.3% | |
| Vanguard Infl Protect Sec Adm N/A | Mutual Funds | — | — | $151K | 0.3% | |
| PIMCO Diversified Income Inst N/A | Mutual Funds | — | — | $139K | 0.2% | |
| Victory Capital RS Small Cap Growth Y N/A | Other securities | — | — | $106K | 0.2% | |
| Vanguard Ttl Bd Mkt Idx Adm N/A | Common Collective Trusts | — | — | $92K | 0.2% | |
| TIAA-CREF Lifecycle 2015-Inst N/A | Mutual Funds | — | — | $69K | 0.1% | |
| maturities through 2029) - | Other securities | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
