Jaclyn Pummill signed Walsh College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walsh College's EIN is 38-1308480.
Download the official 2024 Form 5500 (PDF) for Walsh College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walsh College'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 INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $20K | — |
| FIDELITY INV. INST. OPS., CO., INC. | 04-2647786 | — | RECORDKEEPER | $995 | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $60 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower *FIDELITY 500 INDEX 15,093 shares | Common Collective Trusts | — | $15K | $3.1M | 11.7% | |
| Empower AMERICAN FUNDS BOND FUND OF AMER R6 168,416 shares | Mutual Funds | — | $168K | $1.9M | 7.1% | |
| Fidelity *FID BLUE CHIP GR 7,115 shares | Mutual Funds | — | $7K | $1.6M | 6.1% | |
| TIAA-CREF * TIAA Traditional Annuity Contract - Nonbenefit-Responsive | Mutual Funds | — | — | $1.6M | 6.0% | |
| Fidelity *FID CONTRAFUND 67,556 shares | Mutual Funds | — | $68K | $1.4M | 5.4% | |
| Variable Annuity Accounts TIAA-CREF CREF Stock R1 1,525 units | Mutual Funds | — | $2K | $1.4M | 5.2% | |
| Empower PIMCO INCOME INSTL 126,839 shares | Mutual Funds | — | $127K | $1.3M | 5.1% | |
| Empower * EI FIXED ACCOUNT - SERIES CLASS VI | Other securities | — | — | $1.1M | 4.1% | |
| TIAA-CREF * TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $903K | 3.4% | |
| Empower AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 42,371 shares | Mutual Funds | — | $42K | $871K | 3.3% | |
| Empower *FIDELITY TOTAL INTERNATIONAL INDEX 58,774 shares | Mutual Funds | — | $59K | $789K | 3.0% | |
| Empower AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 35,215 shares | Mutual Funds | — | $35K | $736K | 2.8% | |
| Empower AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 33,824 shares | Mutual Funds | — | $34K | $644K | 2.4% | |
| Fidelity *FID MAGELLAN 40,945 shares | Mutual Funds | — | $41K | $607K | 2.3% | |
| Empower JPMORGAN EQUITY INCOME R6 23,932 shares | Other securities | — | $24K | $573K | 2.2% | |
| Empower AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 25,486 shares | Mutual Funds | — | $25K | $540K | 2.0% | |
| Empower JPMORGAN LARGE CAP GROWTH R6 6,342 shares | Other securities | — | $6K | $531K | 2.0% | |
| Empower *FIDELITY SMALL CAP INDEX 15,177 shares | Mutual Funds | — | $15K | $420K | 1.6% | |
| Empower *FIDELITY MID CAP INDEX 11,157 shares | Mutual Funds | — | $11K | $377K | 1.4% | |
| Fidelity *FID GROWTH COMPANY 8,745 shares | Mutual Funds | — | $9K | $353K | 1.3% | |
| Fidelity *FID OTC PORTFOLIO 16,140 shares | Mutual Funds | — | $16K | $347K | 1.3% | |
| TIAA-CREF CREF Equity Index R1 679 units | Common Collective Trusts | — | — | $343K | 1.3% | |
| TIAA-CREF CREF Growth R1 650 units | Mutual Funds | — | — | $335K | 1.3% | |
| Fidelity *FID TOTAL MKT IDX 1,882 shares | Common Collective Trusts | — | $2K | $304K | 1.2% | |
| Empower AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 8,567 shares | Mutual Funds | — | $9K | $226K | 0.9% | |
| TIAA-CREF CREF Global Equities R1 557 units | Mutual Funds | — | — | $189K | 0.7% | |
| Empower AMERICAN FUNDS NEW WORLD R6 2,408 shares | Mutual Funds | — | $2K | $185K | 0.7% | |
| Empower MFS INTERNATIONAL NEW DISCOVERY R6 6,152 shares | Mutual Funds | — | $6K | $183K | 0.7% | |
| Fidelity *FID MID CAP STOCK 4,299 shares | Mutual Funds | — | $4K | $182K | 0.7% | |
| Empower AMERICAN CENTURY REAL ESTATE R6 6,511 shares | Other securities | — | $7K | $172K | 0.7% | |
| Fidelity *FID FREEDOM 2015 K 13,461 shares | Mutual Funds | — | $13K | $153K | 0.6% | |
| Fidelity *FID FREEDOM 2025 K 10,761 shares | Mutual Funds | — | $11K | $146K | 0.6% | |
| Fidelity *FID SEL TRANSPORT 1,256 shares | Mutual Funds | — | $1K | $130K | 0.5% | |
| Empower BLACKROCK MID-CAP GROWTH EQUITY K 2,917 shares | Other securities | — | $3K | $127K | 0.5% | |
| Empower AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 6,960 shares | Mutual Funds | — | $7K | $125K | 0.5% | |
| Empower ALLSPRING SPECIAL MID CAP VALUE R6 2,504 shares | Other securities | — | $3K | $120K | 0.5% | |
| Fidelity *FID FREEDOM 2030 K 6,424 shares | Mutual Funds | — | $6K | $113K | 0.4% | |
| Fidelity *FID SEL HEALTHCARE 3,797 shares | Mutual Funds | — | $4K | $103K | 0.4% | |
| Fidelity *FID FREEDOM 2050 K 7,568 shares | Mutual Funds | — | $8K | $103K | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 1,193 units | Mutual Funds | — | $1K | $99K | 0.4% | |
| Fidelity *FID GROWTH & INC 1,528 shares | Mutual Funds | — | $2K | $95K | 0.4% | |
| Fidelity *FID FREEDOM 2035 K 5,916 shares | Mutual Funds | — | $6K | $93K | 0.4% | |
| Empower AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 5,230 shares | Mutual Funds | — | $5K | $90K | 0.3% | |
| Fidelity *FID FREEDOM 2040 K 7,742 shares | Mutual Funds | — | $8K | $89K | 0.3% | |
| Empower *FIDELITY US BOND INDEX 8,610 shares | Mutual Funds | — | $9K | $88K | 0.3% | |
| TIAA-CREF CREF Bond Market R1 662 units | Mutual Funds | — | — | $87K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $84K | 0.3% | |
| Fidelity *FID EQUITY INC 1,131 shares | Mutual Funds | — | $1K | $83K | 0.3% | |
| TIAA-CREF CREF Money Market R1 2,713 units | Mutual Funds | — | $3K | $79K | 0.3% | |
| Fidelity *FID LEVERGD CO STK 1,950 shares | Mutual Funds | — | $2K | $75K | 0.3% |
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 |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INVESTMENT MGMT | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS, ROSS & CO. | 38-1477362 | — | CONTRACT ADMIN | $6K | — |
