Keith Roeper signed Robert Morris University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert Morris University's EIN is 25-1120678.
Download the official 2024 Form 5500 (PDF) for Robert Morris University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert Morris University's plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | CONSULTANT | $80K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COREBRIDGE | 74-1625348 | — | CONTRACT ADMINISTRATOR | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE, LLP | 13-3891517 | — | AUDITOR | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association TIAA Traditional Annuity-FV | Mutual Funds | — | — | $19.2M | 10.2% | |
| CREF STOCK TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $17.7M | 9.5% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $14.9M | 7.9% | |
| CREF GROWTH TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $8.9M | 4.7% | |
| State Street Ab Large Cap Growth Z | Other securities | — | — | $8.2M | 4.4% | |
| CREF EQUITY INDEX TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $7.5M | 4.0% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $6.8M | 3.6% | |
| Pimco Realpath Blend 2030 Institutional | Mutual Funds | — | — | $6.6M | 3.5% | |
| SEPARATE ACCOUNT A VARIABLE ANNUITY LIFE INSURANCE COMPANY · EIN 74-1625348 / PN 000 | Pooled Separate Account | — | — | $5.7M | 3.0% | |
| Pimco Realpath Blend 2025 Institutional | Mutual Funds | — | — | $5.5M | 2.9% | |
| State Street TA Guaranteed Investment Option | Other securities | — | — | $5.5M | 2.9% | |
| Pimco Realpath Blend Income Institutional | Mutual Funds | — | — | $5.4M | 2.9% | |
| Pimco Realpath Blend 2035 Institutional | Mutual Funds | — | — | $5.4M | 2.9% | |
| Pimco Realpath Blend 2045 Institutional | Mutual Funds | — | — | $5.3M | 2.8% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $5.1M | 2.7% | |
| CREF GLOBAL EQUITIES TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $4.8M | 2.5% | |
| Mfs International Instrinsic Value R6 | Mutual Funds | — | — | $4.3M | 2.3% | |
| Principal Midcap S&P 400 Index Instl | Other securities | — | — | $3.8M | 2.0% | |
| Pimco Realpath Blend 2040 Institutional | Mutual Funds | — | — | $3.0M | 1.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $3.0M | 1.6% | |
| Pimco Real Return Instl | Mutual Funds | — | — | $2.9M | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 1.3% | |
| Pimco Realpath Blend 2050 Institutional | Mutual Funds | — | — | $2.4M | 1.3% | |
| Fidelity International Index | Mutual Funds | — | — | $2.3M | 1.2% | |
| Allspring Special Mid Cap Val Inst | Other securities | — | — | $2.3M | 1.2% | |
| Fidelity Advisor Small Cap Value I | Mutual Funds | — | — | $2.3M | 1.2% | |
| State Street American Funds New World R6 | Mutual Funds | — | — | $2.1M | 1.1% | |
| CREF CORE BOND R2 CR TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.1% | |
| Pimco Realpath Blend 2055 Institutional | Mutual Funds | — | — | $1.8M | 1.0% | |
| Lord Abbet Short Duration Income I | Other securities | — | — | $1.6M | 0.9% | |
| Clearbridge Small Cap Growth I | Other securities | — | — | $1.6M | 0.9% | |
| Federated Hermes High Yield Bond Inst | Other securities | — | — | $1.6M | 0.9% | |
| CREF MONEY MARKET TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.4M | 0.8% | |
| T Rowe Price Diversified Mid Cap Growth | Mutual Funds | — | — | $1.4M | 0.8% | |
| CREF SOCIAL CHOICE TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.3M | 0.7% | |
| Teachers Insurance and Annuity Association TIAA Traditional Annuity-CV | Mutual Funds | — | — | $1.2M | 0.6% | |
| CREF INFLATION-LINKED BOND TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.0M | 0.5% | |
| Janus Henderson Developed World Bond N | Mutual Funds | — | — | $701K | 0.4% | |
| VALIC Fixed Account Plus | Other securities | — | — | $691K | 0.4% | |
| VALIC Loan Escrow Fund 108 * VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $660K | 0.4% | |
| Fidelity Management Trust Company Fidelity Cash Reserve | Mutual Funds | — | — | $647K | 0.3% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $587K | 0.3% | |
| Pimco Realpath Blend 2060 Institutional | Mutual Funds | — | — | $557K | 0.3% | |
| Fidelity Management Trust Company Fid 500 Index | Common Collective Trusts | — | — | $543K | 0.3% | |
| VALIC Growth Fund | Other securities | — | — | $532K | 0.3% | |
| VALIC Mid Cap Stretegic Gwth | Other securities | — | — | $516K | 0.3% | |
| Fidelity Management Trust Company Fid Gvt Mmrk Prm | Mutual Funds | — | — | $481K | 0.3% | |
| through 2034 | Other securities | — | — | $479K | 0.3% | |
| VALIC International Value Fund | Other securities | — | — | $415K | 0.2% | |
| Fidelity Management Trust Company Fid Freedom 2050 K | Mutual Funds | — | — | $402K | 0.2% |
