Hannah Elgin signed Adler University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adler University's EIN is 36-2515281.
Download the official 2024 Form 5500 (PDF) for Adler University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adler 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $3.7M | 11.9% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.8M | 8.9% | |
| MassMutual Select S&P 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 8.4% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.5M | 8.0% | |
| TIAA Traditional Annuity | Mutual Funds | — | — | $2.2M | 7.0% | |
| CREF Stock Fund | Mutual Funds | — | — | $1.5M | 4.7% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $1.4M | 4.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.1M | 3.4% | |
| Victory Capital Pioneer Fundamental Growth Fund | Other securities | — | — | $892K | 2.8% | |
| PGIM Investments Total Return Bond Fund | Other securities | — | — | $751K | 2.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $718K | 2.3% | |
| Vanguard Intermediate-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $684K | 2.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $639K | 2.0% | |
| Empower S&P Small Cap 600 Index Inst Fund | Other securities | — | — | $580K | 1.9% | |
| Empower Annuity Insurance Company of America MassMutual Annuity Contract Capital Preservation A | Common Stocks | — | — | $555K | 1.8% | |
| CREF Growth Fund | Mutual Funds | — | — | $543K | 1.7% | |
| SEPARATE ACCOUNT DC II MASSACHUSETTS MUTUAL LIFE INSURANCE CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $496K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $470K | 1.5% | |
| American Funds American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $441K | 1.4% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $405K | 1.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $369K | 1.2% | |
| Principal Investors Global Real Estate Securities | Other securities | — | — | $300K | 1.0% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $276K | 0.9% | |
| PIMCO Income Instl Fund | Mutual Funds | — | — | $259K | 0.8% | |
| Neuberger Berman Neuberger Berman Genesis Fund | Other securities | — | — | $241K | 0.8% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $241K | 0.8% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $201K | 0.6% | |
| TIAA REAL-ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $155K | 0.5% | |
| CREF Core Bond Fund | Mutual Funds | — | — | $130K | 0.4% | |
| Eaton Vance Eaton Vance Large Cap Value Fund | Other securities | — | — | $112K | 0.4% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $105K | 0.3% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 5.25 to 10.50 percent - | Other securities | — | — | $90K | 0.3% | |
| Macquarie Large Cap Growth | Other securities | — | — | $70K | 0.2% | |
| Calvert Equity Portfolio Fund | Other securities | — | — | $67K | 0.2% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $63K | 0.2% | |
| CREF Money Market Fund | Mutual Funds | — | — | $60K | 0.2% | |
| CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $53K | 0.2% | |
| PGIM Investments Short-Term Corp Bond Fund | Common Stocks | — | — | $50K | 0.2% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $50K | 0.2% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $48K | 0.2% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $41K | 0.1% | |
| T. Rowe Price T. Rowe Price Global Multi-Sector Bond Fund | Other securities | — | — | $37K | 0.1% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $36K | 0.1% | |
| MFS Government Securities Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Hartford Ultra Short Bond Fund | U.S. Treasuries | — | — | $20K | <0.1% | |
| BNY Mellon S&P 500 Index Fund * 393 BNY Mellon Smallcap Stock Index Fund | Common Collective Trusts | — | — | $18K | <0.1% | |
| Victory Capital Pioneer Mid Cap Value Fund | Other securities | — | — | $17K | <0.1% | |
| Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $16K | <0.1% | |
| Invesco Small Cap Growth Fund | Mutual Funds | — | — | $8K | <0.1% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
