Robyn R Dow signed Xavier University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Xavier University's EIN is 31-0537516.
Download the official 2024 Form 5500 (PDF) for Xavier University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Xavier 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 | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGT LLC | 75-3204798 | — | NONE | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2070 * 914 TIAA Group annuity contract - TIAA Traditional Annuity | Mutual Funds | — | — | $92.0M | 22.4% | |
| CREF Stock R2 | Mutual Funds | — | — | $62.4M | 15.2% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $20.7M | 5.1% | |
| CREF Growth R2 | Mutual Funds | — | — | $19.3M | 4.7% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $17.8M | 4.3% | |
| TIAA-CREF Nuveen S&P 500 Index R6 | Common Collective Trusts | — | — | $17.6M | 4.3% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $15.9M | 3.9% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $15.4M | 3.8% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $14.0M | 3.4% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $13.5M | 3.3% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $12.7M | 3.1% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $10.3M | 2.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $9.9M | 2.4% | |
| American Washington Mut Inv R6 | Other securities | — | — | $8.7M | 2.1% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $8.6M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.9M | 1.9% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $7.6M | 1.9% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $7.6M | 1.8% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $6.0M | 1.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $5.7M | 1.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $4.3M | 1.0% | |
| American EuroPac Growth R6 | Other securities | — | — | $3.9M | 0.9% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $3.5M | 0.9% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $3.4M | 0.8% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.1M | 0.8% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $3.1M | 0.8% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $2.2M | 0.5% | |
| TIAA-CREF Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $1.8M | 0.4% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $1.5M | 0.4% | |
| TIAA-CREF Nuveen Real Est Sec Sel R6 | Mutual Funds | — | — | $1.3M | 0.3% | |
| Baird Core Plus Bond Fund Inst | Other securities | — | — | $1.3M | 0.3% | |
| Brown Advisory Brown Advisory Sus Grwth Instl | Other securities | — | — | $1.2M | 0.3% | |
| JPMorgan High Yield Fund R6 | Other securities | — | — | $1.1M | 0.3% | |
| Victory Sycamore Victory Sycamore Sm-Co Opp | Common Stocks | — | — | $1.0M | 0.3% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $916K | 0.2% | |
| TIAA-CREF Self-directed brokerage account investments - TIAA- CREF Self Directed | Self-Directed Brokerage | — | — | $760K | 0.2% | |
| Participants Participant notes receivable with interest rates that range from 4.25 to 9.50 percent - | Other securities | — | — | $202K | <0.1% | |
| Deutsche Real Assets Fund R6 | Other securities | — | — | $66K | <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 |
|---|---|---|---|---|---|
| BRICKER & GRAYDON LLP | 31-4359739 | — | NONE | $20K | — |
| PLANTE & MORAN, LLC | 38-1357951 | — | NONE | $11K | — |
