Brandon Brooks signed Newberry Library's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newberry Library's EIN is 36-2167814.
Download the official 2024 Form 5500 (PDF) for Newberry Library from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newberry Library's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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-CREF | 13-1624203 | — | RECORDKEEPER | $18K | — |
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-CREF TIAA Traditional Annuity | Mutual Funds | — | — | $6.0M | 22.8% | |
| TIAA-CREF CREF Stock | Mutual Funds | — | — | $5.3M | 20.5% | |
| TIAA-CREF S&P 500 Index | Common Collective Trusts | — | — | $1.5M | 5.9% | |
| CREF Social Choice | Mutual Funds | — | — | $1.4M | 5.5% | |
| TIAA-CREF Lifecycle Index 2040 | Mutual Funds | — | — | $1.3M | 4.9% | |
| CREF Growth | Mutual Funds | — | — | $1.2M | 4.5% | |
| CREF Global Equities | Mutual Funds | — | — | $785K | 3.0% | |
| CREF Equity Index | Common Collective Trusts | — | — | $774K | 3.0% | |
| TIAA-CREF Lifecycle Index 2025 | Mutual Funds | — | — | $649K | 2.5% | |
| TIAA-CREF Lifecycle Index 2035 | Mutual Funds | — | — | $593K | 2.3% | |
| TIAA-CREF Lifecycle Index 2030 | Mutual Funds | — | — | $565K | 2.2% | |
| TIAA-CREF Lifecycle Index 2050 | Mutual Funds | — | — | $425K | 1.6% | |
| TIAA Access Lifecycle 2040 Retirement | Mutual Funds | — | — | $400K | 1.5% | |
| CREF Money Market | Mutual Funds | — | — | $393K | 1.5% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $353K | 1.4% | |
| TIAA-CREF Lifecycle Index 2045 | Mutual Funds | — | — | $316K | 1.2% | |
| Vanguard Intr-Trm Bond Index | Mutual Funds | — | — | $299K | 1.1% | |
| CREF Core Bond | Mutual Funds | — | — | $293K | 1.1% | |
| Vanguard Equity Income | Mutual Funds | — | — | $293K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $279K | 1.1% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $259K | 1.0% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $227K | 0.9% | |
| TIAA Stable Value | Stable Value | — | — | $218K | 0.8% | |
| TIAA-CREF Hartford International Opportunity | Mutual Funds | — | — | $164K | 0.6% | |
| TIAA-CREF Lifecycle Index Ret Inc Instl * 535 TIAA-CREF Large Cap Growth | Mutual Funds | — | — | $161K | 0.6% | |
| TIAA Access Large Cap Value Retirement | Mutual Funds | — | — | $158K | 0.6% | |
| TIAA-CREF Lifecycle Index 2055 | Mutual Funds | — | — | $158K | 0.6% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $140K | 0.5% | |
| Principal Small Cap S&P 600 Index | Other securities | — | — | $138K | 0.5% | |
| TIAA-CREF Lifecycle Index 2060 | Mutual Funds | — | — | $137K | 0.5% | |
| TIAA Access Lifecycle 2035 Retirement | Mutual Funds | — | — | $125K | 0.5% | |
| Vanguard REIT Index | Mutual Funds | — | — | $113K | 0.4% | |
| TIAA Access Lifecycle 2050 Retirement | Mutual Funds | — | — | $80K | 0.3% | |
| TIAA Access Lifecycle 2010 Retirement * 178 TIAA Access Lifecycle 2020 Retirement | Mutual Funds | — | — | $76K | 0.3% | |
| TIAA Access International Equity | Mutual Funds | — | — | $71K | 0.3% | |
| TIAA Access Social Choice Equity | Mutual Funds | — | — | $68K | 0.3% | |
| TIAA-CREF Lifecycle Index 2020 | Mutual Funds | — | — | $62K | 0.2% | |
| TIAA Access Small Cap Blend Index | Mutual Funds | — | — | $62K | 0.2% | |
| TIAA Access Mid Cap Value Retirement | Mutual Funds | — | — | $50K | 0.2% | |
| TIAA Access Large Cap Growth | Mutual Funds | — | — | $46K | 0.2% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $45K | 0.2% | |
| TIAA Access Lifecycle 2030 Retirement | Mutual Funds | — | — | $42K | 0.2% | |
| TIAA Access Equity Index | Common Collective Trusts | — | — | $41K | 0.2% | |
| TIAA Access Mid Cap Real Estate | Mutual Funds | — | — | $39K | 0.2% | |
| TIAA-CREF Bond Plus | Mutual Funds | — | — | $33K | 0.1% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $32K | 0.1% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $31K | 0.1% | |
| TIAA Access Lifecycle 2045 Retirement | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA Access Growth & Income | Mutual Funds | — | — | $25K | <0.1% | |
| TIAA-CREF Lifecycle Index 2015 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
