Spring Arbor University's EIN is 38-1359569.
Download the official 2024 Form 5500 (PDF) for Spring Arbor University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spring Arbor University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | SERVICE PROVIDER | $40K | — |
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 | — | — | $16.0M | 26.3% | |
| Variable Annuity Accounts CREF Stock R2 15,103 Units | Mutual Funds | — | $15K | $13.8M | 22.6% | |
| CREF Growth R2 5,266 Units | Mutual Funds | — | $5K | $2.8M | 4.5% | |
| CREF Social Choice R2 6,101 Units | Mutual Funds | — | $6K | $2.2M | 3.7% | |
| Vanguard 500 Idx Adm 4,028 Shares | Common Collective Trusts | — | $4K | $2.2M | 3.6% | |
| CREF Equity Index R2 4,010 Units | Common Collective Trusts | — | $4K | $2.1M | 3.4% | |
| CREF Global Equities R2 5,910 Units | Mutual Funds | — | $6K | $2.0M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.5M | 2.5% | |
| Nuveen LfCycle Ix 2040 Retire 44,245 Shares | Mutual Funds | — | $44K | $1.3M | 2.1% | |
| Nuveen LfCycle Ix 2025 Retire 60,301 Shares | Mutual Funds | — | $60K | $1.3M | 2.1% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $1.1M | 1.9% | |
| Harbor Capital Appreciation In 10,591 Shares | Other securities | — | $11K | $1.1M | 1.8% | |
| Nuveen LfCycle Ix 2035 Retire 34,635 Shares | Mutual Funds | — | $35K | $918K | 1.5% | |
| Vanguard Small-Cap Idx Adm 7,687 Shares | Common Collective Trusts | — | $8K | $885K | 1.5% | |
| Nuveen LfCycle Ix 2050 Retire 28,224 Shares | Mutual Funds | — | $28K | $879K | 1.4% | |
| Nuveen LfCycle Ix 2045 Retire 28,391 Shares | Mutual Funds | — | $28K | $868K | 1.4% | |
| Vanguard Ttl Intl Stk Idx Adm 26,732 Shares | Common Collective Trusts | — | $27K | $847K | 1.4% | |
| Nuveen LfCycle Ix 2020 Retire 44,922 Shares | Mutual Funds | — | $45K | $840K | 1.4% | |
| Nuveen LfCycle Ix 2015 Retire 45,493 Shares | Mutual Funds | — | $45K | $767K | 1.3% | |
| CREF Money Market R2 25,871 Units | Mutual Funds | — | $26K | $767K | 1.3% | |
| Nuveen LfCycle Ix 2030 Retire 31,883 Shares | Mutual Funds | — | $32K | $762K | 1.3% | |
| CREF Core Bond R2 5,629 Units | Mutual Funds | — | $6K | $753K | 1.2% | |
| AF EuroPacific Growth Fund R4 13,442 Shares | Other securities | — | $13K | $703K | 1.2% | |
| John Hancock Discipline Val R4 30,950 Shares | Other securities | — | $31K | $695K | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm 64,980 Shares | Common Collective Trusts | — | $65K | $616K | 1.0% | |
| Nuveen LfCycle Ix 2055 Retire 17,311 Shares | Mutual Funds | — | $17K | $438K | 0.7% | |
| JPMorgan Core Plus Bond R4 54,475 Shares | Other securities | — | $54K | $387K | 0.6% | |
| CREF Inflation-Linked Bond R2 4,302 Units | Mutual Funds | — | $4K | $363K | 0.6% | |
| Vanguard Mid-Cap Idx Adm 1,042 Shares | Common Collective Trusts | — | $1K | $341K | 0.6% | |
| Nuveen LfCycle Ix 2060 Retire 15,963 Shares | Mutual Funds | — | $16K | $314K | 0.5% | |
| s * Nuveen LfCycle Ix 2010 Retire 16,062 Shares | Mutual Funds | — | $16K | $259K | 0.4% | |
| Principal Small Cap Val II R6 20,954 Shares | Other securities | — | $21K | $241K | 0.4% | |
| Eaton Vance Atlanta Cap SMID I 4,711 Shares | Other securities | — | $5K | $196K | 0.3% | |
| Vanguard Federal Money Mkt Inv 152,991 Shares | Mutual Funds | — | $153K | $153K | 0.3% | |
| MassMutual Mid Cap Growth Adm 6,158 Shares | Other securities | — | $6K | $98K | 0.2% | |
| Nuveen LfCyc Ix Ret Inc Retire 4,855 Shares | Mutual Funds | — | $5K | $77K | 0.1% | |
| Nuveen Money Market R6 65,299 Shares | Mutual Funds | — | $65K | $65K | 0.1% | |
| Allspring Small Co Grwth Admin 1,705 Shares | Common Stocks | — | $2K | $53K | <0.1% | |
| Nuveen LfCycle Ix 2065 Retire 1,407 Shares | Mutual Funds | — | $1K | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
