John Carroll University's EIN is 34-0714681.
Download the official 2024 Form 5500 (PDF) for John Carroll University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Carroll 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-TEACHERS INS & ANNUITY ASSOC | 13-1624203 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $34K | — |
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 | — | — | $42.3M | 20.5% | |
| Variable Annuity Accounts CREF Stock R2 36,815 Units | Mutual Funds | — | $37K | $33.6M | 16.2% | |
| CREF Growth R2 27,368 Units | Mutual Funds | — | $27K | $14.4M | 6.9% | |
| TIAA Traditional Annuity Contract - Fully Benefit- Responsive | Mutual Funds | — | — | $13.4M | 6.5% | |
| CREF Global Equities R2 33,619 Units | Mutual Funds | — | $34K | $11.6M | 5.6% | |
| TIAA-CREF Equity Index-Prem 209,352 Shares | Common Collective Trusts | — | $209K | $8.6M | 4.1% | |
| CREF Social Choice R2 19,332 Units | Mutual Funds | — | $19K | $7.1M | 3.4% | |
| Vanguard Equity Income Adm 78,794 Shares | Mutual Funds | — | $79K | $6.9M | 3.4% | |
| T Rowe Price Overseas Stock I 512,019 Shares | Mutual Funds | — | $512K | $6.4M | 3.1% | |
| CREF Bond Market R2 46,730 Units | Mutual Funds | — | $47K | $6.3M | 3.0% | |
| TIAA-CREF Lifecycle 2040 492,382 Shares | Mutual Funds | — | $492K | $5.4M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $11K | $5.1M | 2.4% | |
| TIAA-CREF Lifecycle 2045 349,038 Shares | Mutual Funds | — | $349K | $4.9M | 2.4% | |
| TIAA-CREF Lifecycle 2035 425,716 Shares | Mutual Funds | — | $426K | $4.5M | 2.2% | |
| MFS Mid Cap Value Class R6 125,679 Shares | Mutual Funds | — | $126K | $4.0M | 1.9% | |
| CREF Equity Index R2 6,944 Units | Common Collective Trusts | — | $7K | $3.6M | 1.7% | |
| TIAA-CREF Lifecycle 2030 309,573 Shares | Mutual Funds | — | $310K | $3.2M | 1.5% | |
| TIAA-CREF Lifecycle 2025 318,220 Shares | Mutual Funds | — | $318K | $3.1M | 1.5% | |
| TIAA-CREF Money Market-Prem 2,816,572 Shares | Mutual Funds | — | $2.8M | $2.8M | 1.4% | |
| TIAA-CREF Lifecycle 2050 191,578 Shares | Mutual Funds | — | $192K | $2.8M | 1.3% | |
| TIAA-CREF Small-Cap Equity 139,549 Shares | Mutual Funds | — | $140K | $2.5M | 1.2% | |
| CREF Inflation-Linked Bond R2 29,842 Units | Mutual Funds | — | $30K | $2.5M | 1.2% | |
| TIAA CREF Lifecycle 2055 109,014 Shares | Mutual Funds | — | $109K | $1.9M | 0.9% | |
| CREF Money Market R2 57,816 Units | Mutual Funds | — | $58K | $1.7M | 0.8% | |
| TIAA-CREF Lifecycle 2020 154,969 Shares | Mutual Funds | — | $155K | $1.5M | 0.7% | |
| Vanguard Mid-Cap Idx Adm 3,545 Shares | Common Collective Trusts | — | $4K | $1.2M | 0.6% | |
| Vanguard Small-Cap Idx Adm 8,943 Shares | Common Collective Trusts | — | $9K | $1.0M | 0.5% | |
| JPMorgan Mid-Cap Growth Fund 18,180 Shares | Other securities | — | $18K | $940K | 0.5% | |
| TIAA-CREF Lifestyle 2060 47,337 Shares | Mutual Funds | — | $47K | $710K | 0.3% | |
| DFA US Targeted Val Port Inst 18,383 Shares | Mutual Funds | — | $18K | $632K | 0.3% | |
| s *TIAA-CREF Lifecycle 2010 62,347 Shares | Mutual Funds | — | $62K | $618K | 0.3% | |
| TIAA-CREF Lifecycle 2015 52,602 Shares | Mutual Funds | — | $53K | $474K | 0.2% | |
| TIAA-CREF Short-Term Bond-Prem 30,834 Shares | Mutual Funds | — | $31K | $311K | 0.2% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $218K | 0.1% | |
| TIAA-CREF Lifestyle 2065 11,195 Shares | Mutual Funds | — | $11K | $144K | <0.1% | |
| TIAA-CREF Lifecycle Retirement Income 7,116 Shares | Mutual Funds | — | $7K | $80K | <0.1% | |
| EQ/T. Rowe Price Growth Stock 138 Units | Other securities | — | — | $75K | <0.1% | |
| Fidelity Conservative Income Bond Fund 77 Shares 770 *Fidelity Focused Stock Fund 1,778 Shares | Mutual Funds | — | $2K | $67K | <0.1% | |
| VALIC Fixed Income Account Plus - Fully Benefit- Responsive 450 * Participant Loans Maturing at various dates ranging through October 2028 and interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $66K | <0.1% | |
| Fidelity Growth Company Fund 1,437 Shares | Mutual Funds | — | $1K | $58K | <0.1% | |
| Fidelity Government Money Market Fund 727 Shares 730 *Fidelity Select Chemicals 4,090 Shares | Mutual Funds | — | $4K | $55K | <0.1% | |
| EQ/BlackRock Basic Value Eqty 68 Units | Other securities | — | — | $38K | <0.1% | |
| EQ/Common Stock Index 1 Unit 96 EQ/Equity 500 Index 1 Unit 97 Multimanager Core Bond 268 Units | Common Collective Trusts | — | — | $38K | <0.1% | |
| Fidelity Intermediate Bond Fund 3,284 Shares | Mutual Funds | — | $3K | $33K | <0.1% | |
| Fidelity Total Market Index Fund 118 Shares | Common Collective Trusts | — | — | $19K | <0.1% | |
| EQ/Lazard Emerging Mrkts Eqty 117 Units | Other securities | — | — | $14K | <0.1% | |
| EQ/MFS Internation AL Value 46 Units | Mutual Funds | — | — | $12K | <0.1% | |
| Ivy Funds VIP High Income 47 Units | Other securities | — | — | $9K | <0.1% | |
| EQ/Invesco Global Real Estate 47 Units | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Income Fund 669 Shares | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $16K | — |
