Christian Feaman signed Northwestern University Settlement Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwestern University Settlement Association's EIN is 36-2167818.
Download the official 2024 Form 5500 (PDF) for Northwestern University Settlement Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwestern University Settlement Association's plan includes a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 004 | Pooled Separate Account | — | — | $5.8M | 94.0% | |
| MoA Clear Passage 2045 Fund | Other securities | — | — | $1.0M | 16.9% | |
| MoA Clear Passage 2035 Fund | Other securities | — | — | $685K | 11.1% | |
| MoA Clear Passage 2030 Fund | Other securities | — | — | $398K | 6.5% | |
| MoA Clear Passage 2050 Fund | Other securities | — | — | $365K | 5.9% | |
| Mutual of America Life Insurance Company** Unallocated contract - Mutual of America Interest Accumulation Account | Common Stocks | — | — | $364K | 5.9% | |
| MoA Clear Passage 2060 Fund | Other securities | — | — | $330K | 5.4% | |
| Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $310K | 5.0% | |
| MoA Clear Passage 2040 Fund | Other securities | — | — | $237K | 3.8% | |
| Fidelity VIP Mid Cap Portfolio | Mutual Funds | — | — | $220K | 3.6% | |
| MoA Clear Passage 2055 Fund | Other securities | — | — | $211K | 3.4% | |
| MoA All America Fund * 424 MoA Balanced Fund | Other securities | — | — | $201K | 3.3% | |
| MoA Clear Passage 2025 Fund | Other securities | — | — | $192K | 3.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | Mutual Funds | — | — | $192K | 3.1% | |
| Vanguard VIF Diversified Value Portfolio | Mutual Funds | — | — | $176K | 2.9% | |
| MoA Equity Index Fund | Common Collective Trusts | — | — | $140K | 2.3% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $139K | 2.3% | |
| MoA Mid Cap Value Fund | Other securities | — | — | $134K | 2.2% | |
| MoA Moderate Allocation Fund | Other securities | — | — | $110K | 1.8% | |
| MoA Clear Passage 2065 Fund | Other securities | — | — | $108K | 1.8% | |
| MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $77K | 1.3% | |
| MoA Conservative Allocation Fund | Other securities | — | — | $71K | 1.1% | |
| T. Rowe Price Blue Chip Growth Portfolio | Other securities | — | — | $65K | 1.1% | |
| MoA Money Market Fund * 495 MoA Retirement Income Fund | Cash / Money Market | — | — | $56K | 0.9% | |
| MoA Small Cap Value Fund | Other securities | — | — | $55K | 0.9% | |
| MoA Small Cap Growth Fund | Other securities | — | — | $44K | 0.7% | |
| MoA Core Bond Fund | Other securities | — | — | $40K | 0.6% | |
| Mutual of America Life Insurance Company** American Century Investments VP Capital Appreciation Fund | Common Stocks | — | — | $38K | 0.6% | |
| MoA Intermediate Bond Fund | Other securities | — | — | $33K | 0.5% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $25K | 0.4% | |
| PIMCO VIT Real Return Portfolio | Mutual Funds | — | — | $21K | 0.3% | |
| MoA Aggressive Allocation Fund | Other securities | — | — | $20K | 0.3% | |
| MoA Clear Passage 2015 Fund * 651 MoA Clear Passage 2020 Fund | Other securities | — | — | $20K | 0.3% | |
| MoA International Fund | Other securities | — | — | $16K | 0.3% | |
| Calvert VP SRI Balanced Portfolio * 360 DWS Capital Growth VIP | Other securities | — | — | $9K | 0.1% | |
| MoA Small Cap Equity Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Participants** Participant notes receivable - Various maturity dates with interest rates of 9.50 percent - | Other securities | — | — | $3K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
