Mark C. Volpatti signed The Lutheran University Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lutheran University Association, Inc.'s EIN is 35-0868125.
Download the official 2024 Form 5500 (PDF) for The Lutheran University Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lutheran University Association, Inc.'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 | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | NONE | $48K | — |
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 | — | — | $58.9M | 24.9% | |
| CREF Stock R2 40,180 Units | Mutual Funds | — | $40K | $36.6M | 15.5% | |
| CREF Growth R2 21,548 Units | Mutual Funds | — | $22K | $11.3M | 4.8% | |
| TIAA-CREF Lifecycle 2040-Inst 925,561 Shares | Mutual Funds | — | $926K | $10.2M | 4.3% | |
| CREF Money Market R4 2 Units 57 CREF Stock R4 10,496 Units | Mutual Funds | — | $10K | $9.7M | 4.1% | |
| Vanguard Inst Idx Inst 18,250 Shares | Common Collective Trusts | — | $18K | $8.7M | 3.7% | |
| TIAA-CREF Lifecycle 2035-Inst 625,237 Shares | Mutual Funds | — | $625K | $6.7M | 2.8% | |
| CREF Equity Index R2 12,438 Units | Common Collective Trusts | — | $12K | $6.4M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $14K | $6.3M | 2.7% | |
| TIAA-CREF Lifecycle 2050-Inst 411,831 Shares | Mutual Funds | — | $412K | $6.0M | 2.5% | |
| Vanguard Mid-Cap Idx Inst 69,442 Shares | Common Collective Trusts | — | $69K | $5.0M | 2.1% | |
| TIAA-CREF Lifecycle 2045-Inst 355,309 Shares | Mutual Funds | — | $355K | $5.0M | 2.1% | |
| TIAA-CREF Lifecycle 2030-Inst 487,564 Shares | Mutual Funds | — | $488K | $5.0M | 2.1% | |
| JPMorgan Equity Inc Fd Cla R6 202,293 Shares | Common Stocks | — | $202K | $4.8M | 2.1% | |
| Vanguard Small-Cap Idx Adm 38,961 Shares | Common Collective Trusts | — | $39K | $4.5M | 1.9% | |
| Variable Annuity Accounts CREF Social Choice R4 12,039 Units | Mutual Funds | — | $12K | $4.5M | 1.9% | |
| TIAA Stable Value Contract - Fully Benefit-Responsive | Stable Value | — | — | $4.1M | 1.7% | |
| Vanguard Ttl Intl Stk Idx Adm 121,459 Shares | Common Collective Trusts | — | $121K | $3.8M | 1.6% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $3.5M | 1.5% | |
| CREF Social Choice R2 9,093 Units | Mutual Funds | — | $9K | $3.3M | 1.4% | |
| CREF Bond Market R2 23,274 Units | Mutual Funds | — | $23K | $3.1M | 1.3% | |
| PGIM Total Return Bond Z 251,507 Shares | Other securities | — | $252K | $3.0M | 1.3% | |
| JPMorgan Large Cap Growth R6 32,155 Shares | Other securities | — | $32K | $2.7M | 1.1% | |
| TIAA-CREF Lifecycle 2025-Inst 262,634 Shares | Mutual Funds | — | $263K | $2.6M | 1.1% | |
| CREF Money Market R2 86,419 Units | Mutual Funds | — | $86K | $2.6M | 1.1% | |
| TIAA-CREF Lifecycle 2055-Inst 128,292 Shares | Mutual Funds | — | $128K | $2.2M | 0.9% | |
| TIAA-CREF Lifecycle 2020-Inst 199,220 Shares | Mutual Funds | — | $199K | $1.9M | 0.8% | |
| The Oakmark International I 68,794 Shares | Other securities | — | $69K | $1.7M | 0.7% | |
| CREF Inflation-Linked Bond R2 16,363 Units | Mutual Funds | — | $16K | $1.4M | 0.6% | |
| American Funds New World R5 12,527 Shares | Mutual Funds | — | $13K | $968K | 0.4% | |
| TIAA-CREF Lifecycle 2060-Inst 43,351 Shares | Mutual Funds | — | $43K | $652K | 0.3% | |
| TIAA-CREF Lifecycle 2015-Inst 64,506 Shares | Mutual Funds | — | $65K | $584K | 0.2% | |
| American Century Sm Cap Val R6 35,272 Shares | Other securities | — | $35K | $372K | 0.2% | |
| Principal Div Real Asset Inst 27,279 Shares | Other securities | — | $27K | $304K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Inst 16,518 Shares | Mutual Funds | — | $17K | $216K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm 22,723 Shares | Common Collective Trusts | — | $23K | $215K | <0.1% | |
| TIAA-CREF Lifecycle 2010-Inst 19,955 Shares | Mutual Funds | — | $20K | $198K | <0.1% | |
| MFS New Discovery Fund R6 6,100 Shares | Mutual Funds | — | $6K | $190K | <0.1% | |
| s *TIAA-CREF Lfcyle Rtmt Inc-Inst 11,198 Shares | Mutual Funds | — | $11K | $126K | <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 | $80K | — |
