Holly SIPE signed Hanover College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hanover College's EIN is 35-0868096.
Download the official 2024 Form 5500 (PDF) for Hanover College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hanover College'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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | NONE | $28K | — |
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 - Non-Benefit-Responsive | Mutual Funds | — | — | $8.5M | 12.1% | |
| CREF Stock 9243.29 units | Mutual Funds | — | $9K | $8.3M | 11.7% | |
| TIAA Traditional - Benefit-Responsive | Mutual Funds | — | — | $5.6M | 8.0% | |
| Schwab S&P 500 Index Fund 44168.50 shares | Common Collective Trusts | — | $44K | $4.0M | 5.7% | |
| Schwab International Index Fund 146018.39 shares | Common Collective Trusts | — | $146K | $3.3M | 4.7% | |
| Calvert Equity Portfolio 27184.67 shares | Other securities | — | $27K | $2.5M | 3.6% | |
| CREF Social Choice 6896.09 units | Mutual Funds | — | $7K | $2.5M | 3.5% | |
| JPMorgan US Equity R6 85617.87 shares | Other securities | — | $86K | $2.1M | 3.0% | |
| American Funds American Funds Bond Fd Amer R3 188964.28 shares | Mutual Funds | — | $189K | $2.1M | 3.0% | |
| CREF Growth 3843.19 units | Mutual Funds | — | $4K | $2.0M | 2.8% | |
| American Funds 2040 Target Date Retirement - R 93498.08 shares | Mutual Funds | — | $93K | $1.9M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.8M | 2.5% | |
| American Funds 2030 Target Date Retirement - R 100878.77 shares | Mutual Funds | — | $101K | $1.7M | 2.5% | |
| American Funds 2035 Target Date Retirement - R 88016.48 shares | Mutual Funds | — | $88K | $1.7M | 2.4% | |
| CREF Money Market 52650.14 units | Mutual Funds | — | $53K | $1.5M | 2.2% | |
| American Funds American Balanced Fund R4 41279.74 shares | Mutual Funds | — | $41K | $1.4M | 2.0% | |
| AllSpring Special Mid Cap Value A 29737.07 shares | Other securities | — | $30K | $1.4M | 1.9% | |
| CREF Global Equities 3764.12 units | Mutual Funds | — | $4K | $1.3M | 1.8% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth I 56369.45 shares | Other securities | — | $56K | $1.2M | 1.7% | |
| American Funds American Funds American Mut R4 21400.41 shares | Mutual Funds | — | $21K | $1.2M | 1.7% | |
| Vanguard Mid Cap Index Fund Adm 3484.26 shares | Common Collective Trusts | — | $3K | $1.1M | 1.6% | |
| Vanguard Small Cap Index Fund Adm 9658.69 shares | Common Collective Trusts | — | $10K | $1.1M | 1.6% | |
| DFA Emerging Markets I 37952.16 shares | Mutual Funds | — | $38K | $1.1M | 1.5% | |
| CREF Equity Index 1856.73 units | Common Collective Trusts | — | $2K | $937K | 1.3% | |
| Royce Small-Cap Investment Cl 103007.52 shares | Other securities | — | $103K | $930K | 1.3% | |
| American Funds 2025 Target Date Retirement - R 61399.94 shares | Mutual Funds | — | $61K | $926K | 1.3% | |
| AllSpring Special Small Cap Value R6 22049.61 shares | Other securities | — | $22K | $887K | 1.3% | |
| American Funds 2050 Target Date Retirement - R 39002.91 shares | Mutual Funds | — | $39K | $807K | 1.1% | |
| CREF Core Bond 6086.12 units | Mutual Funds | — | $6K | $799K | 1.1% | |
| American Funds 2045 Target Date Retirement - R 35276.90 shares | Mutual Funds | — | $35K | $741K | 1.1% | |
| CREF Inflation-Linked Bond 7323.33 units | Mutual Funds | — | $7K | $606K | 0.9% | |
| American Funds 2055 Target Date Retirement - R 22871.29 shares | Mutual Funds | — | $23K | $596K | 0.8% | |
| TIAA Stable Value | Stable Value | — | — | $588K | 0.8% | |
| PIMCO Real Return Fund A 56433.22 shares | Mutual Funds | — | $56K | $563K | 0.8% | |
| Blackrock High Yield Bond Institutional 77812.94 shares | Other securities | — | $78K | $552K | 0.8% | |
| Nuveen Real Estate Securities I 29628.96 shares | Mutual Funds | — | $30K | $443K | 0.6% | |
| American Funds 2020 Target Date Retirement - R 29900.04 shares | Mutual Funds | — | $30K | $401K | 0.6% | |
| American Funds 2015 Target Date Retirement - R 28760.74 shares | Mutual Funds | — | $29K | $351K | 0.5% | |
| American Funds 2060 Target Date Retirement - R 19446.49 shares | Mutual Funds | — | $19K | $346K | 0.5% | |
| JPMorgan Small Cap Growth R6 12296.34 shares | Other securities | — | $12K | $274K | 0.4% | |
| American Funds 2010 Target Date Retirement - R 19909.08 shares | Mutual Funds | — | $20K | $231K | 0.3% | |
| Participant loans Interest at 4.25%-9.50% | Bonds / Notes | — | — | $124K | 0.2% | |
| TIAA Traditional - Benefit-Responsive 2 | 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.
