Elizabeth J. Schwartz signed University of Dayton's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Dayton's EIN is 31-0536715.
Download the official 2024 Form 5500 (PDF) for University of Dayton from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Dayton's plan includes money-purchase contributions, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | 31-1585572 | — | NONE | $21K | — |
| CLARK, SCHAEFER, HACKETT & CO. |
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.
| % of plan | |||
|---|---|---|---|
| NUVEEN/SEI TRUST COMPANY INVESTMENT SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | $82.3M | 21.5% |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $10.8M | 2.8% |
| 31-0800053 |
| — |
| NONE |
| $18K |
| — |
| IRONSHORE FINANCIAL, LLC | 26-3250760 | — | NONE | $10K | — |
| ASSETMARK,INC. | 58-2113323 | — | NONE | $10K | — |
