Kurt Ashley signed Elmhurst University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elmhurst University's EIN is 36-2169145.
Download the official 2024 Form 5500 (PDF) for Elmhurst University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elmhurst 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 | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $39K | — |
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 - non-benefit responsive | Mutual Funds | — | — | $24.9M | 18.4% | |
| Registered investment companies * CREF Stock | Mutual Funds | — | — | $19.7M | 14.6% | |
| CREF Growth | Mutual Funds | — | — | $8.2M | 6.1% | |
| PUTNAM Large Cap Value | Mutual Funds | — | — | $8.0M | 5.9% | |
| Fixed annuity contracts * TIAA Traditional Annuity Contract - benefit responsive | Mutual Funds | — | — | $7.3M | 5.4% | |
| CREF Equity index | Common Collective Trusts | — | — | $5.0M | 3.7% | |
| BLACKROCK Ishares MSCI EAFE International Index | Other securities | — | — | $4.9M | 3.6% | |
| CREF Global equities | Mutual Funds | — | — | $4.4M | 3.3% | |
| TIAA-CREF Baird Aggregate Bond | Mutual Funds | — | — | $4.4M | 3.3% | |
| VANGUARD Total Stock Market Index | Common Collective Trusts | — | — | $3.5M | 2.6% | |
| NUVEEN Lifecycle 2025 | Mutual Funds | — | — | $3.5M | 2.6% | |
| NUVEEN Lifecycle 2045 | Mutual Funds | — | — | $3.4M | 2.5% | |
| NUVEEN Lifecycle 2035 | Mutual Funds | — | — | $3.4M | 2.5% | |
| NUVEEN Quant International Small Cap Equity | Mutual Funds | — | — | $2.8M | 2.1% | |
| NUVEEN Lifecycle 2030 | Mutual Funds | — | — | $2.8M | 2.0% | |
| VANGUARD Mid-Cap | Mutual Funds | — | — | $2.4M | 1.8% | |
| TIAA-CREF Cref Core Bond | Mutual Funds | — | — | $2.4M | 1.8% | |
| CAPITAL GROUP American Funds New Perspective | Mutual Funds | — | — | $2.3M | 1.7% | |
| NUVEEN Lifecycle 2050 | Mutual Funds | — | — | $2.3M | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 1.6% | |
| CREF Social choice | Mutual Funds | — | — | $1.9M | 1.4% | |
| NUVEEN Lifecycle 2040 | Mutual Funds | — | — | $1.8M | 1.3% | |
| CAPITAL GROUP American Funds Europacific Growth | Mutual Funds | — | — | $1.7M | 1.3% | |
| NUVEEN Lifecycle 2055 | Mutual Funds | — | — | $1.4M | 1.0% | |
| NUVEEN Lifecycle 2020 | Mutual Funds | — | — | $1.2M | 0.9% | |
| VANGUARD Inflation-Protected Securities | Mutual Funds | — | — | $1.2M | 0.9% | |
| CREF Money market | Mutual Funds | — | — | $1.2M | 0.9% | |
| PRINCIPAL Real Estate Securities | Other securities | — | — | $1.1M | 0.8% | |
| VANGUARD Small-Cap | Mutual Funds | — | — | $847K | 0.6% | |
| TIAA-CREF AB Large Cap Growth | Mutual Funds | — | — | $806K | 0.6% | |
| NUVEEN Lifecycle 2015 | Mutual Funds | — | — | $772K | 0.6% | |
| CREF Inflation-linked bond | Mutual Funds | — | — | $690K | 0.5% | |
| VANGUARD 500 Indix | Mutual Funds | — | — | $641K | 0.5% | |
| NUVEEN Lifecycle 2060 | Mutual Funds | — | — | $487K | 0.4% | |
| NUVEEN Core Impact Bond | U.S. Treasuries | — | — | $332K | 0.2% | |
| VANGUARD Federal Money Market | Mutual Funds | — | — | $322K | 0.2% | |
| PARNASSUS * INVESTMENTS Parnassus Core Equity | Other securities | — | — | $298K | 0.2% | |
| s * NUVEEN Lifecycle 2010 | Mutual Funds | — | — | $136K | 0.1% | |
| NUVEEN Lifecycle 2065 | Mutual Funds | — | — | $133K | <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 |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $53K | — |
