Holly Battaglia signed National Louis University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
National Louis University's EIN is 36-2167804.
Download the official 2024 Form 5500 (PDF) for National Louis University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)National Louis 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 | 13-1624203 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | NONE | $25K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE |
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 | — | — | $26.2M | 18.2% | |
| CREF Stock R2 27,206 units | Mutual Funds | — | $27K | $24.8M | 17.2% | |
| CREF Growth R2 19,442 units | Mutual Funds | — | $19K | $10.2M | 7.1% | |
| TIAA Traditional Annuity Contract – Fully Benefit-Responsive | Mutual Funds | — | — | $8.7M | 6.0% | |
| Vanguard 500 Idx Adm 10,612 shares | Common Collective Trusts | — | $11K | $5.8M | 4.0% | |
| Nuveen Lifecycle 2035 R6 538,185 shares | Mutual Funds | — | $538K | $5.8M | 4.0% | |
| CREF Global Equities R2 16,458 units | Mutual Funds | — | $16K | $5.7M | 4.0% | |
| Nuveen Lifecycle 2040 R6 506,175 shares | Mutual Funds | — | $506K | $5.6M | 3.9% | |
| CREF Equity Index R2 9,965 units | Common Collective Trusts | — | $10K | $5.1M | 3.6% | |
| Nuveen Lifecycle 2025 R6 347,546 shares | Mutual Funds | — | $348K | $3.4M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 2.4% | |
| Nuveen Lifecycle 2045 R6 232,211 shares | Mutual Funds | — | $232K | $3.3M | 2.3% | |
| CREF Inflation-Linked Bond R2 35,428 units | Mutual Funds | — | $35K | $3.0M | 2.1% | |
| Nuveen Lifecycle 2030 R6 276,282 shares | Mutual Funds | — | $276K | $2.8M | 2.0% | |
| Nuveen Lifecycle 2020 R6 290,598 shares | Mutual Funds | — | $291K | $2.7M | 1.9% | |
| Vanguard Mid-Cap Idx Adm 7,186 shares | Common Collective Trusts | — | $7K | $2.3M | 1.6% | |
| CREF Social Choice R2 6,313 units | Mutual Funds | — | $6K | $2.3M | 1.6% | |
| Nuveen Lifecycle 2050 R6 138,745 shares | Mutual Funds | — | $139K | $2.0M | 1.4% | |
| CREF Money Market R2 66,710 units | Mutual Funds | — | $67K | $2.0M | 1.4% | |
| CREF Bond Market R2 14,200 units | Mutual Funds | — | $14K | $1.9M | 1.3% | |
| The Hartford Internatnl Opp R6 97,224 shares | Other securities | — | $97K | $1.9M | 1.3% | |
| Vanguard Ttl Intl Stk Idx Adm 56,511 shares | Common Collective Trusts | — | $57K | $1.8M | 1.2% | |
| Dodge & Cox Stock Fund Class X 6,897 shares | Mutual Funds | — | $7K | $1.8M | 1.2% | |
| Vanguard Small-Cap Idx Adm 15,073 shares | Common Collective Trusts | — | $15K | $1.7M | 1.2% | |
| s *TIAA-CREF Social Ch Eq-Inst 56,564 shares | Mutual Funds | — | $57K | $1.5M | 1.0% | |
| Vanguard Intr-Trm Bnd Idx Adm 138,850 shares | Common Collective Trusts | — | $139K | $1.4M | 1.0% | |
| AB Large Cap Growth Fund Z 11,693 shares | Other securities | — | $12K | $1.3M | 0.9% | |
| Nuveen Lifecycle 2015 R6 130,821 shares | Mutual Funds | — | $131K | $1.2M | 0.8% | |
| Nuveen Lifecycle 2055 R6 56,268 shares | Mutual Funds | — | $56K | $972K | 0.7% | |
| Dodge & Cox Income Fund - Cl X 64,474 shares | Mutual Funds | — | $64K | $799K | 0.6% | |
| Janus Venture Fund Class N 7,570 shares | Mutual Funds | — | $8K | $649K | 0.5% | |
| Participant Loans** | Participant loans | — | — | $616K | 0.4% | |
| Vanguard Federal Money Mkt Inv 414,072 shares | Mutual Funds | — | $414K | $414K | 0.3% | |
| TIAA Stable Value Fund – Fully Benefit-Responsive | Stable Value | — | — | $375K | 0.3% | |
| Nuveen Lifecycle 2060 R6 20,052 shares | Mutual Funds | — | $20K | $302K | 0.2% | |
| Nuveen Lifecycle 2010 R6 21,901 shares | Mutual Funds | — | $22K | $218K | 0.2% | |
| Wells Fargo Special S-C Val R6 4,331 shares | Other securities | — | $4K | $174K | 0.1% | |
| Nuveen Lifecycle Ret Inc R6 5,359 shares | Mutual Funds | — | $5K | $60K | <0.1% | |
| Nuveen Lifecycle 2065 R6 3,812 shares | Mutual Funds | — | $4K | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $13K |
| — |
