Kenneth J. Romig signed Westminster College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westminster College's EIN is 25-0981156.
Download the official 2024 Form 5500 (PDF) for Westminster College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westminster College's plan includes 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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO. , INC. | 25-1408703 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Assoc. TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $20.1M | 25.7% | |
| College Retirement Equities Fund CREF Stock R2 | Mutual Funds | — | — | $13.6M | 17.4% | |
| College Retirement Equities Fund CREF Growth R2 | Mutual Funds | — | — | $5.9M | 7.6% | |
| College Retirement Equities Fund CREF Global Equities R2 | Mutual Funds | — | — | $4.2M | 5.4% | |
| College Retirement Equities Fund CREF Equity Index R2 | Common Collective Trusts | — | — | $3.9M | 5.0% | |
| College Retirement Equities Fund CREF Core Bond R2 | Mutual Funds | — | — | $2.8M | 3.5% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $2.7M | 3.4% | |
| Nuveen Fund Advisors, LLC Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $2.2M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 2.8% | |
| Nuveen Fund Advisors, LLC Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $2.0M | 2.6% | |
| Nuveen Fund Advisors, LLC Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | — | $1.7M | 2.2% | |
| Teachers Insurance and Annuity Assoc. TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.5M | 1.9% | |
| Nuveen Fund Advisors, LLC Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| College Retirement Equities Fund CREF Social Choice R2 | Mutual Funds | — | — | $1.3M | 1.7% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $1.2M | 1.5% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $1.1M | 1.4% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $1.1M | 1.4% | |
| College Retirement Equities Fund CREF Money Market R2 | Mutual Funds | — | — | $1.0M | 1.3% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $986K | 1.3% | |
| Nuveen Fund Advisors, LLC Nuveen Large Cap Value Retire | Mutual Funds | — | — | $951K | 1.2% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $809K | 1.0% | |
| Nuveen Fund Advisors, LLC Nuveen Emerg Mkts Eq Retire | Mutual Funds | — | — | $643K | 0.8% | |
| Nuveen Fund Advisors, LLC Nuveen Mid Cap Value Retire | Mutual Funds | — | — | $630K | 0.8% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $578K | 0.7% | |
| Nuveen Fund Advisors, LLC Nuveen Real Est Sec Sel Rtmt | Mutual Funds | — | — | $537K | 0.7% | |
| Nuveen Fund Advisors, LLC Nuveen High Yield Retirement | Mutual Funds | — | — | $427K | 0.5% | |
| Teachers Insurance and Annuity Assoc. TIAA Stable Value | Stable Value | — | — | $352K | 0.5% | |
| Nuveen Fund Advisors, LLC Nuveen Core Impact Bond Retire | U.S. Treasuries | — | — | $321K | 0.4% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $277K | 0.4% | |
| Nuveen Fund Advisors, LLC Nuveen Internatl Equity Retire | Mutual Funds | — | — | $202K | 0.3% | |
| Nuveen Fund Advisors, LLC Nuveen Core Plus Bond Retire | Mutual Funds | — | — | $177K | 0.2% | |
| Participant Loans to 9.50% and various maturities dated through 2028) | Bonds / Notes | — | — | $101K | 0.1% | |
| Nuveen Fund Advisors, LLC Nuveen Mid Cap Growth Retire | Mutual Funds | — | — | $91K | 0.1% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2010 Retire | Mutual Funds | — | — | $73K | <0.1% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2015 Retire | Mutual Funds | — | — | $36K | <0.1% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $35K | <0.1% | |
| Nuveen Fund Advisors, LLC Nuveen Lifecycle 2065 Retire | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.