Point Park University's EIN is 25-1094922.
Download the official 2024 Form 5500 (PDF) for Point Park University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Point Park University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | NONE | $50K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $9K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * TIAA Investments TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $24.0M | 20.8% | |
| Registered Investment Companies * TIAA Investments CREF Stock Account R2 N/R | Mutual Funds | — | — | $14.1M | 12.2% | |
| Vanguard Investments Vanguard 500 Index ADM AH N/R | Mutual Funds | — | — | $5.7M | 5.0% | |
| Nuveen Lifecycle Ix 2035 Retire N/R | Mutual Funds | — | — | $5.7M | 4.9% | |
| TIAA Investments CREF Growth Account R2 N/R | Mutual Funds | — | — | $5.5M | 4.8% | |
| Nuveen Lifecycle Ix 2040 Retire N/R | Mutual Funds | — | — | $4.7M | 4.1% | |
| Nuveen Lifecycle Ix 2045 Retire N/R | Mutual Funds | — | — | $4.3M | 3.7% | |
| Nuveen Lifecycle Ix 2025 Retire N/R | Mutual Funds | — | — | $4.1M | 3.6% | |
| TIAA Investments CREF Global Equities Account R2 N/R | Mutual Funds | — | — | $3.1M | 2.7% | |
| MFS Investments MFS Mid Cap Value Class R4 AF N/R | Mutual Funds | — | — | $3.0M | 2.6% | |
| Nuveen Lifecycle Ix 2050 Retire N/R | Mutual Funds | — | — | $3.0M | 2.6% | |
| Nuveen Lifecycle Ix 2030 Retire N/R | Mutual Funds | — | — | $2.8M | 2.4% | |
| Nuveen Lifecycle Ix 2020 Retire N/R | Mutual Funds | — | — | $2.7M | 2.4% | |
| TIAA Investments CREF Equity Index Account R2 N/R | Common Collective Trusts | — | — | $2.7M | 2.3% | |
| ADM AI Columbia Dividend Income Inst AQ N/R | Other securities | — | — | $2.5M | 2.2% | |
| TIAA Investments CREF Social Choice Account R2 N/R | Mutual Funds | — | — | $2.5M | 2.2% | |
| Vanguard Investments Vanguard Extended Mkt Index ADM AG N/R | Mutual Funds | — | — | $2.0M | 1.7% | |
| TIAA Investments CREF Bond Market Account R2 N/R | Mutual Funds | — | — | $2.0M | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 1.7% | |
| Nuveen Money Market Premier N/R | Mutual Funds | — | — | $1.6M | 1.4% | |
| MFS Investments MFS International Intrinsic Value R4 AB N/R | Mutual Funds | — | — | $1.3M | 1.1% | |
| TIAA Investments CREF Inflation-Linked Bond Account R2 N/R | Mutual Funds | — | — | $1.2M | 1.1% | |
| American Funds AF EuroPacific Growth R5 N/R | Mutual Funds | — | — | $1.2M | 1.1% | |
| Loomis Sayles Investments Loomis Sayles Small Cap Growth N/R | Other securities | — | — | $1.2M | 1.0% | |
| Nuveen Lifecycle Ix 2055 Retire N/R | Mutual Funds | — | — | $1.1M | 0.9% | |
| Nuveen Lifecycle Ix 2015 Retire N/R | Mutual Funds | — | — | $1.0M | 0.9% | |
| Eagle Asset Management Eagle Mid Cap Growth Fund CL I AD N/R | Other securities | — | — | $933K | 0.8% | |
| Prudential PGIM Total Return Bond Z QS N/R | Other securities | — | — | $694K | 0.6% | |
| Nuveen Lifecycle Ix 2010 Retire N/R | Mutual Funds | — | — | $685K | 0.6% | |
| Principal Small Cap Value II Instl N/R | Other securities | — | — | $585K | 0.5% | |
| Nuveen High Yield Retirement N/R | Mutual Funds | — | — | $576K | 0.5% | |
| TIAA Investments CREF Money Market Account R2 N/R | Mutual Funds | — | — | $508K | 0.4% | |
| Cohen and Steers Investments Cohen and Steers Realty Fund N/R | Other securities | — | — | $439K | 0.4% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $426K | 0.4% | |
| Nuveen Lifecycle Ix 2060 Retire N/R | Mutual Funds | — | — | $330K | 0.3% | |
| GQG Partners Inc. GQG Partners Emerging Markets Equity N/R | Common Stocks | — | — | $227K | 0.2% | |
| Separately Managed Accounts * TIAA Investments Separately managed accounts N/R | Mutual Funds | — | — | $91K | <0.1% | |
| Inst * Nuveen Lifecycle Ix 2065 Retire N/R | Mutual Funds | — | — | $64K | <0.1% | |
| Nuveen Lifecycle Ix Ret Inc Retire N/R | Mutual Funds | — | — | $21K | <0.1% | |
| PIMCO Investments PIMCO Real Return Strategic AD AC N/R | Mutual Funds | — | — | $15K | <0.1% | |
| Nuveen Short Term Bond Retire N/R | Mutual Funds | — | — | $13K | <0.1% | |
| American Century American Century Em Markets R6 N/R | Other securities | — | — | $7K | <0.1% |
