Heidi DUKE signed Hiram College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hiram College's EIN is 34-0714670.
Download the official 2024 Form 5500 (PDF) for Hiram College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hiram College'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 | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | NONE | $15K | — |
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 Annuity Contract - Nonbenefit-Responsive | Mutual Funds | — | — | $15.8M | 25.0% | |
| CREF Stock R2 12,395 Units | Mutual Funds | — | $12K | $11.3M | 17.8% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $4.4M | 6.9% | |
| CREF Global Equities R2 11,992 Units | Mutual Funds | — | $12K | $4.2M | 6.6% | |
| CREF Social Choice R2 8,238 Units | Mutual Funds | — | $8K | $3.0M | 4.8% | |
| CREF Growth R2 3,832 Units | Mutual Funds | — | $4K | $2.0M | 3.2% | |
| American Washington Mut Inv R6 31,960 Shares | Other securities | — | $32K | $2.0M | 3.1% | |
| Nuveen Lifecycle 2025 R6 181,609 Shares | Mutual Funds | — | $182K | $1.8M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.7M | 2.7% | |
| Nuveen Lifecycle 2035 R6 153,376 Shares | Mutual Funds | — | $153K | $1.6M | 2.6% | |
| Variable Annuity Accounts *CREF Bond Market R2 10,510 Units | Mutual Funds | — | $11K | $1.4M | 2.2% | |
| CREF Equity Index R2 2,705 Units | Common Collective Trusts | — | $3K | $1.4M | 2.2% | |
| Nuveen Lifecycle 2040 R6 123,918 Shares | Mutual Funds | — | $124K | $1.4M | 2.2% | |
| Schwab S&P 500 Index Fund 12,143 Shares | Common Collective Trusts | — | $12K | $1.1M | 1.7% | |
| American Cent MdCpVa Fd Cla R6 68,168 Shares | Other securities | — | $68K | $1.1M | 1.7% | |
| American EuroPac Growth R6 17,540 Shares | Mutual Funds | — | $18K | $942K | 1.5% | |
| CREF Money Market R2 23,654 Units | Mutual Funds | — | $24K | $701K | 1.1% | |
| Vanguard Devlopd Mkts Idx Adm 45,202 Shares | Common Collective Trusts | — | $45K | $694K | 1.1% | |
| CREF Inflation-Linked Bond R2 8,038 Units | Mutual Funds | — | $8K | $678K | 1.1% | |
| Nuveen Lifecycle 2045 R6 47,659 Shares | Mutual Funds | — | $48K | $671K | 1.1% | |
| JPMorgan Small Cap Growth R6 29,207 Shares | Other securities | — | $29K | $652K | 1.0% | |
| Nuveen Lifecycle 2050 R6 42,753 Shares | Mutual Funds | — | $43K | $622K | 1.0% | |
| Nuveen Lifecycle 2030 R6 48,038 Shares | Mutual Funds | — | $48K | $492K | 0.8% | |
| Nuveen Lifecycle 2020 R6 47,780 Shares | Mutual Funds | — | $48K | $449K | 0.7% | |
| Vanguard Federal Money Market Fund 405,825 Units | Mutual Funds | — | $406K | $406K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral 3,172 Shares | Common Collective Trusts | — | $3K | $365K | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm 30,744 Shares | Common Collective Trusts | — | $31K | $291K | 0.5% | |
| Nuveen Lifecycle 2015 R6 31,918 Shares | Mutual Funds | — | $32K | $289K | 0.5% | |
| American Century Em Markets R6 23,753 Shares | Other securities | — | $24K | $271K | 0.4% | |
| Nuveen Lifecycle 2055 R6 11,810 Shares | Mutual Funds | — | $12K | $204K | 0.3% | |
| Vanguard REIT Index Admiral 1,335 Shares | Mutual Funds | — | $1K | $169K | 0.3% | |
| Carillon Eagle Mid Cap Grw R6 2,132 Shares | Other securities | — | $2K | $166K | 0.3% | |
| Vanguard Mid-Cap Index Admiral Shares 494 Shares | Mutual Funds | — | — | $161K | 0.3% | |
| Nuveen Lifecycle 2010 R6 15,817 Shares | Mutual Funds | — | $16K | $157K | 0.2% | |
| Nuveen Lifecycle 2060 R6 10,360 Shares | Mutual Funds | — | $10K | $156K | 0.2% | |
| Principal High Yield Class R6 20,169 Shares | Other securities | — | $20K | $135K | 0.2% | |
| TIAA Stable Value Contract - Fully Benefit-Responsive | Stable Value | — | — | $103K | 0.2% | |
| Delaware Small Cap Value R6 1,444 Shares | Other securities | — | $1K | $101K | 0.2% | |
| with maturity dates ranging from 2026 to 2029) | Other securities | — | — | $101K | 0.2% | |
| Nuveen Lifecycle Ret Inc R6 4,666 Shares | Mutual Funds | — | $5K | $53K | <0.1% | |
| T. Rowe Price Blue Chip Gr I 248 Shares | Other securities | — | — | $46K | <0.1% | |
| Nuveen Lifecycle 2065 R6 584 Shares | Mutual Funds | — | — | $8K | <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 |
|---|---|---|---|---|---|
| BKD, LLP | 44-0160260 | — | NONE | $8K | — |
