Deanna L. Sullivan signed Wittenberg University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wittenberg University's EIN is 31-0537177.
Download the official 2024 Form 5500 (PDF) for Wittenberg University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wittenberg 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $41.6M | 27.4% | |
| CREF Stock R2 | Mutual Funds | — | $31K | $28.0M | 18.4% | |
| CREF Growth R2 | Mutual Funds | — | $16K | $8.5M | 5.6% | |
| CREF Global Equities R2 | Mutual Funds | — | $22K | $7.6M | 5.0% | |
| CREF Equity Index R2 | Common Collective Trusts | — | $13K | $6.6M | 4.3% | |
| CREF Social Choice R2 | Mutual Funds | — | $16K | $6.0M | 3.9% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $5.2M | 3.4% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | $267K | $4.9M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $9K | $4.2M | 2.7% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | $169K | $3.7M | 2.5% | |
| Nuveen Large Cap Value Index R6 | Mutual Funds | — | $142K | $3.6M | 2.4% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | $267K | $2.9M | 1.9% | |
| MFS Mid-Cap Value R6 | Mutual Funds | — | $85K | $2.7M | 1.8% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | $265K | $2.6M | 1.7% | |
| CREF Money Market R2 | Mutual Funds | — | $86K | $2.6M | 1.7% | |
| CREF Core Bond R2 | Mutual Funds | — | $19K | $2.6M | 1.7% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | $248K | $2.5M | 1.7% | |
| Nuveen Small Cap Blend Index R6 | Mutual Funds | — | $97K | $2.3M | 1.5% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | $22K | $1.9M | 1.2% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | $127K | $1.8M | 1.2% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | $103K | $1.5M | 1.0% | |
| American Funds New World R6 | Mutual Funds | — | $17K | $1.3M | 0.9% | |
| TIAA Stable Value | Stable Value | — | — | $1.0M | 0.7% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | $59K | $1.0M | 0.7% | |
| Nuveen Money Market R6 | Mutual Funds | — | $1.0M | $1.0M | 0.7% | |
| JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | $15K | $774K | 0.5% | |
| PIMCO International Bond Fund | Mutual Funds | — | $75K | $745K | 0.5% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | $64K | $601K | 0.4% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | $60K | $595K | 0.4% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | $32K | $482K | 0.3% | |
| NYLI MacKay High Yield Corp Bd I | Common Stocks | — | $80K | $416K | 0.3% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | $35K | $316K | 0.2% | |
| Nuveen Lifecycle Retirement Income R6 | Mutual Funds | — | $13K | $146K | <0.1% | |
| Notes receivable from participant through November 2029 | Other securities | — | — | $103K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | Mutual Funds | — | $4K | $46K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $20K | — |
