Kalamazoo College's EIN is 38-1358014.
Download the official 2024 Form 5500 (PDF) for Kalamazoo College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kalamazoo 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 |
|---|---|---|---|---|---|
| TIAA CREF | 13-1624203 | — | SERVICE PROVIDER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | 82-1434504 | — | INVESTMENT MGMT | $46K | — |
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 - Nonbenefit-Responsive | Mutual Funds | — | — | $30.7M | 23.1% | |
| Variable Annuity Accounts CREF Stock R2 19,395 Units | Mutual Funds | — | $19K | $17.7M | 13.3% | |
| CREF Global Equities R2 23,042 Units | Mutual Funds | — | $23K | $8.0M | 6.0% | |
| Vanguard 500 Idx Adm 11,292 Shares | Common Collective Trusts | — | $11K | $6.1M | 4.6% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $5.4M | 4.1% | |
| CREF Growth R2 9,773 Units | Mutual Funds | — | $10K | $5.1M | 3.9% | |
| Nuveen Lifecycle 2030 Retire 13 Shares 195 *Nuveen Lifecycle 2035 R6 441,599 Shares | Mutual Funds | — | $442K | $4.7M | 3.6% | |
| Nuveen Lifecycle 2040 R6 423,007 Shares | Mutual Funds | — | $423K | $4.7M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $10K | $4.4M | 3.3% | |
| Nuveen Lifecycle 2040 Retire 4 Shares 76 *Nuveen Lifecycle 2045 R6 302,819 Shares | Mutual Funds | — | $303K | $4.3M | 3.2% | |
| CREF Social Choice R2 11,009 Units | Mutual Funds | — | $11K | $4.0M | 3.0% | |
| CREF Equity Index R2 6,566 Units | Common Collective Trusts | — | $7K | $3.4M | 2.5% | |
| Nuveen Lifecycle 2030 R6 308,927 Shares | Mutual Funds | — | $309K | $3.2M | 2.4% | |
| CREF Core Bond R2 16,798 Units | Mutual Funds | — | $17K | $2.2M | 1.7% | |
| Nuveen Lifecycle 2050 R6 150,687 Shares | Mutual Funds | — | $151K | $2.2M | 1.7% | |
| CREF Social Choice R4 5,806 Units | Mutual Funds | — | $6K | $2.2M | 1.6% | |
| Vanguard Ttl Intl Stk Idx Adm 64,160 Shares | Common Collective Trusts | — | $64K | $2.0M | 1.5% | |
| Vanguard Extended Mkt Idx Adm 13,271 Shares | Common Collective Trusts | — | $13K | $1.9M | 1.4% | |
| Nuveen Lifecycle 2025 R6 175,068 Shares | Mutual Funds | — | $175K | $1.7M | 1.3% | |
| Nuveen Lifecycle 2025 Retire 101,907 Shares | Mutual Funds | — | $102K | $1.4M | 1.1% | |
| CREF Inflation-Linked Bond R2 16,720 Units | Mutual Funds | — | $17K | $1.4M | 1.1% | |
| MFS Intl Diversification Cl R6 58,096 Shares | Mutual Funds | — | $58K | $1.3M | 1.0% | |
| MFS Mid Cap Value R3 41,738 Shares | Mutual Funds | — | $42K | $1.3M | 1.0% | |
| CREF Money Market R2 38,597 Units | Mutual Funds | — | $39K | $1.1M | 0.9% | |
| Nuveen Lifecycle 2020 R6 121,050 Shares | Mutual Funds | — | $121K | $1.1M | 0.9% | |
| Nuveen Lifecycle 2010 R6 92,687 Shares | Mutual Funds | — | $93K | $921K | 0.7% | |
| TIAA Stable Value Contract - Fully Benefit-Responsive | Stable Value | — | — | $885K | 0.7% | |
| Nuveen Lifecycle 2055 R6 49,166 Shares | Mutual Funds | — | $49K | $850K | 0.6% | |
| JPMorgan Equity Inc Fd Cla R6 34,840 Shares | Common Stocks | — | $35K | $834K | 0.6% | |
| Nuveen Core Bond R6 77,545 Shares | Mutual Funds | — | $78K | $700K | 0.5% | |
| Nuveen Internatl Eq Idx Retire 27,193 Shares | Common Collective Trusts | — | $27K | $614K | 0.5% | |
| Nuveen Large Cap Val Idx Rtmt 21,207 Shares | Common Collective Trusts | — | $21K | $555K | 0.4% | |
| PIMCO Income Fd Institutional 48,870 Shares | Mutual Funds | — | $49K | $514K | 0.4% | |
| Nuveen Large Cap Resp Eq Rtmt 18,776 Shares | Mutual Funds | — | $19K | $506K | 0.4% | |
| JPMorgan Large Cap Growth R6 3,914 Shares | Other securities | — | $4K | $328K | 0.2% | |
| Nuveen Real Est Sec Sel Rtmt 16,429 Shares | Mutual Funds | — | $16K | $311K | 0.2% | |
| American Century Sm Cap Val R6 28,189 Shares | Other securities | — | $28K | $298K | 0.2% | |
| Nuveen Mid Cap Value Retire 15,946 Shares | Mutual Funds | — | $16K | $279K | 0.2% | |
| Nuveen Small Cap Bld Idx Rtmt 10,895 Shares | Common Collective Trusts | — | $11K | $261K | 0.2% | |
| Nuveen S&P 500 Index Retire 4,050 Shares | Common Collective Trusts | — | $4K | $258K | 0.2% | |
| Nuveen Large Cap Gr Idx Retire 3,746 Shares | Common Collective Trusts | — | $4K | $253K | 0.2% | |
| Nuveen Lifecycle 2015 R6 27,490 Shares | Mutual Funds | — | $27K | $249K | 0.2% | |
| Nuveen Lifecycle 2060 R6 14,259 Shares | Mutual Funds | — | $14K | $214K | 0.2% | |
| Nuveen Mid Cap Growth Retire 9,749 Shares | Mutual Funds | — | $10K | $199K | 0.1% | |
| American Century Sm Cap Grw R6 7,735 Shares | Other securities | — | $8K | $178K | 0.1% | |
| Nuveen Large Cap Value Retire 7,869 Shares | Mutual Funds | — | $8K | $173K | 0.1% | |
| Nuveen Lifecycle 2045 Retire 12,066 Shares | Mutual Funds | — | $12K | $168K | 0.1% | |
| Nuveen Equity Index Retirement 3,994 Shares | Common Collective Trusts | — | $4K | $167K | 0.1% | |
| Nuveen Core Bond Retirement 17,456 Shares | Mutual Funds | — | $17K | $161K | 0.1% | |
| Eagle Mid Cap Growth A 2,083 Shares | Other securities | — | $2K | $147K | 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 |
|---|---|---|---|---|---|
| PLANTE & MORAN, LLC | 38-1357951 | — | ACCOUNTANT | $26K | — |
