David Wilson signed Erikson Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Erikson Institute's EIN is 36-2593545.
Download the official 2023 Form 5500 (PDF) for Erikson Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Erikson Institute's plan includes 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 - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | — | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | CHICAGO, IL | — | $38K | — |
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 | Mutual Funds | — | — | $8.0M | 18.5% | |
| TIAA Separate Account VA-3 - Variable Annuity | Pooled Separate Accounts | — | — | $4.9M | 11.4% | |
| CREF Stock - Variable Annuity | Mutual Funds | — | — | $4.1M | 9.5% | |
| CREF Equity Index - Variable Annuity | Common Collective Trusts | — | — | $3.6M | 8.3% | |
| CREF Growth - Variable Annuity | Mutual Funds | — | — | $2.6M | 6.0% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $2.4M | 5.5% | |
| CREF Global Equities - Variable Annuity | Mutual Funds | — | — | $2.1M | 4.9% | |
| CREF Social Choice - Variable Annuity | Mutual Funds | — | — | $1.6M | 3.7% | |
| TIAA-CREF NUVEEN Lifecycle 2035 | Mutual Funds | — | — | $1.4M | 3.3% | |
| TIAA-CREF NUVEEN Lifecycle 2050 | Mutual Funds | — | — | $1.2M | 2.7% | |
| TIAA-CREF NUVEEN Lifecycle 2040 | Mutual Funds | — | — | $893K | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $827K | 1.9% | |
| American Funds American EuroPac Growth | Mutual Funds | — | — | $788K | 1.8% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $763K | 1.8% | |
| CREF Bond Market - Variable Annuity | Mutual Funds | — | — | $712K | 1.6% | |
| TIAA-CREF NUVEEN Lifecycle 2025 | Mutual Funds | — | — | $697K | 1.6% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $644K | 1.5% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $641K | 1.5% | |
| TIAA-CREF NUVEEN Lifecycle 2030 | Mutual Funds | — | — | $532K | 1.2% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $508K | 1.2% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $477K | 1.1% | |
| TIAA-CREF NUVEEN Lifecycle 2045 | Mutual Funds | — | — | $443K | 1.0% | |
| TIAA-CREF NUVEEN Lifecycle 2055 | Mutual Funds | — | — | $413K | 1.0% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $409K | 0.9% | |
| Baird Aggregate Bond | Other securities | — | — | $402K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $389K | 0.9% | |
| DFA Securities DFA Real Estate Securities Portfolio | Mutual Funds | — | — | $358K | 0.8% | |
| TIAA-CREF NUVEEN Lifecycle 2015 373 * TIAA-CREF NUVEEN Lifecycle 2020 | Mutual Funds | — | — | $335K | 0.8% | |
| CREF Inflation-Linked Bond - Variable Annuity | Mutual Funds | — | — | $324K | 0.7% | |
| CREF Money Market - Variable Annuity | Mutual Funds | — | — | $214K | 0.5% | |
| Delaware Funds Delaware Small Cap Core Fund | Other securities | — | — | $185K | 0.4% | |
| TIAA-CREF NUVEEN Lifecycle 2060 | Mutual Funds | — | — | $155K | 0.4% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $105K | 0.2% | |
| TIAA-CREF NUVEEN Lifecycle 2010 | Mutual Funds | — | — | $54K | 0.1% | |
| TIAA-CREF NUVEEN Lifecycle Retirement Income | Mutual Funds | — | — | $35K | <0.1% | |
| Participants Participant Loans Rates at 4.25% to 9.50% - | Bonds / Notes | — | — | $23K | <0.1% | |
| TIAA-CREF NUVEEN Lifecycle 2065 | Mutual Funds | — | — | $10K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | CHICAGO, IL | — | $14K | — |
