Patrick Heddleston signed University of Mount Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Mount Union's EIN is 34-0714687.
Download the official 2024 Form 5500 (PDF) for University of Mount Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Mount Union's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $91K | — |
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.
| % of plan | |||
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $2.7M | 2.7% |
