Christi Cabungcal signed Franklin University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Franklin University's EIN is 31-0707369.
Download the official 2024 Form 5500 (PDF) for Franklin University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Franklin 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE KNOWN | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH | 93-0987232 | — | NONE KNOWN | $17K | — |
| SAGEPOINT FINANCIAL SERVICES | 20-1741754 | — | NONE KNOWN |
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 500 Index Admiral | Common Collective Trusts | — | — | $3.8M | 19.8% | |
| TIAA-CREF** Group annuity contract - TIAA Traditional Annuity | Mutual Funds | — | — | $3.0M | 15.7% | |
| Vanguard Total Intl. Stock Index Admiral Fund | Mutual Funds | — | — | $1.9M | 10.0% | |
| Delaware Diversified Income Inst. | Other securities | — | — | $1.1M | 5.9% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.0M | 5.4% | |
| Eaton Vance Eaton Vance Atlanta Cap SMID I | Other securities | — | — | $951K | 5.0% | |
| Alger Capital Appreciation Portfolio I2 | Other securities | — | — | $935K | 4.9% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $716K | 3.7% | |
| CREF Growth Account | Mutual Funds | — | — | $571K | 3.0% | |
| Oppenheimer Invesco Developing Markets Y | Mutual Funds | — | — | $461K | 2.4% | |
| TIAA-CREF** CREF Stock Account | Mutual Funds | — | — | $444K | 2.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $434K | 2.3% | |
| Vanguard Target Retirement 2065 * 44 Vanguard Wellington Admiral | Mutual Funds | — | — | $340K | 1.8% | |
| CREF Money Market Account | Mutual Funds | — | — | $311K | 1.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $290K | 1.5% | |
| CREF Global Equities Account | Mutual Funds | — | — | $238K | 1.2% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $237K | 1.2% | |
| Delaware Funds Delaware Extend Duration Bond Inst. | Other securities | — | — | $216K | 1.1% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $213K | 1.1% | |
| Nuveen Lifecycle 2040 Retirement | Mutual Funds | — | — | $201K | 1.0% | |
| BlackRock High Yield Bond Inst. | Other securities | — | — | $194K | 1.0% | |
| Vanguard REIT Index Admiral | Mutual Funds | — | — | $165K | 0.9% | |
| BlackRock Equity Dividend Inst. Fund | Other securities | — | — | $158K | 0.8% | |
| Lord Abbett Lord Abbett Short Duratn IC R6 | Mutual Funds | — | — | $125K | 0.7% | |
| CREF Social Choice Account | Mutual Funds | — | — | $101K | 0.5% | |
| CREF Bond Market Account | Mutual Funds | — | — | $91K | 0.5% | |
| Vanguard Target Retirement 2055 * 44 John Hancock John Hancock Discip V Md CP R6 | Mutual Funds | — | — | $82K | 0.4% | |
| Vanguard Target Retirement 2020 * 198 Vanguard Target Retirement 2030 | Mutual Funds | — | — | $71K | 0.4% | |
| Janus Triton I | Mutual Funds | — | — | $69K | 0.4% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $69K | 0.4% | |
| Vanguard Infl Protect Sec Adm NM | Mutual Funds | — | — | $60K | 0.3% | |
| PGIM Global Total Return Z AN | Other securities | — | — | $59K | 0.3% | |
| TIAA-CREF** Nuveen Lifecycle 2030 Retirement | Mutual Funds | — | — | $51K | 0.3% | |
| percent - | Other securities | — | — | $50K | 0.3% | |
| TIAA-CREF Mid-Cap Value-Retirement | Mutual Funds | — | — | $48K | 0.2% | |
| Vanguard Target Retirement 2060 * 44 Vanguard Target Retirement 2070 * 88 American Century Glob Sm Cap I | Mutual Funds | — | — | $43K | 0.2% | |
| TIAA-CREF Large-Cap Value-Retirement | Mutual Funds | — | — | $41K | 0.2% | |
| TIAA-CREF Mid-Cap Growth-Retirement | Mutual Funds | — | — | $39K | 0.2% | |
| Manning & Napier Manning & Napier Rainier International Discovery | Other securities | — | — | $36K | 0.2% | |
| Calvert Balanced Portfolio I | Other securities | — | — | $35K | 0.2% | |
| TIAA-CREF Small-Cap Equity-Retirement | Mutual Funds | — | — | $30K | 0.2% | |
| Nuveen Lifecycle 2035 Retirement | Mutual Funds | — | — | $23K | 0.1% | |
| TIAA-CREF International Equity-Retirement | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2045 INV MU | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2060 * 44 Vanguard Target Retirement 2035 INV MS | Mutual Funds | — | — | $12K | <0.1% | |
| Plan Loan Default Fund | Other securities | — | — | $8K | <0.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Inst. | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $5K |
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