Devin Frank signed University Liggett School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Liggett School's EIN is 38-1360536.
Download the official 2024 Form 5500 (PDF) for University Liggett School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Liggett School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | — | RECORDKEEPER | $225 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $7K | — |
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 | Mutual Funds | — | — | $11.6M | 23.2% | |
| CREF | Mutual Funds | — | — | $8.2M | 16.4% | |
| CREF | Mutual Funds | — | — | $2.0M | 4.0% | |
| CREF | Mutual Funds | — | — | $1.6M | 3.2% | |
| TIAA | Mutual Funds | — | — | $1.5M | 3.1% | |
| TIAA-CREF | Mutual Funds | — | — | $1.4M | 2.9% | |
| TIAA-CREF | Mutual Funds | — | — | $1.3M | 2.6% | |
| TIAA Access | Mutual Funds | — | — | $1.2M | 2.3% | |
| CREF | Mutual Funds | — | — | $1.1M | 2.2% | |
| TIAA-CREF | Mutual Funds | — | — | $1.1M | 2.1% | |
| TIAA Access | Mutual Funds | — | — | $1.0M | 2.1% | |
| TIAA-CREF | Mutual Funds | — | — | $963K | 1.9% | |
| TIAA-CREF | Mutual Funds | — | — | $924K | 1.8% | |
| CREF | Mutual Funds | — | — | $896K | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $889K | 1.8% | |
| TIAA-CREF | Mutual Funds | — | — | $726K | 1.4% | |
| TIAA Access | Mutual Funds | — | — | $641K | 1.3% | |
| CREF | Mutual Funds | — | — | $507K | 1.0% | |
| TIAA Access | Mutual Funds | — | — | $507K | 1.0% | |
| TIAA Access | Mutual Funds | — | — | $495K | 1.0% | |
| TIAA Access | Mutual Funds | — | — | $482K | 1.0% | |
| TIAA Access | Mutual Funds | — | — | $471K | 0.9% | |
| TIAA-CREF | Mutual Funds | — | — | $441K | 0.9% | |
| TIAA Access | Mutual Funds | — | — | $415K | 0.8% | |
| TIAA Access | Mutual Funds | — | — | $408K | 0.8% | |
| TIAA Access | Mutual Funds | — | — | $404K | 0.8% | |
| TIAA Access | Mutual Funds | — | — | $401K | 0.8% | |
| TIAA Access | Mutual Funds | — | — | $373K | 0.7% | |
| TIAA | Mutual Funds | — | — | $356K | 0.7% | |
| CREF | Mutual Funds | — | — | $345K | 0.7% | |
| TIAA Access | Mutual Funds | — | — | $303K | 0.6% | |
| TIAA Access | Mutual Funds | — | — | $291K | 0.6% | |
| TIAA Access | Mutual Funds | — | — | $287K | 0.6% | |
| TIAA Access | Mutual Funds | — | — | $272K | 0.5% | |
| TIAA Access | Mutual Funds | — | — | $268K | 0.5% | |
| TIAA Access | Mutual Funds | — | — | $266K | 0.5% | |
| TIAA Access | Mutual Funds | — | — | $264K | 0.5% | |
| TIAA Access | Mutual Funds | — | — | $225K | 0.4% | |
| TIAA Access | Mutual Funds | — | — | $214K | 0.4% | |
| CREF | Mutual Funds | — | — | $158K | 0.3% | |
| TIAA Access | Mutual Funds | — | — | $141K | 0.3% | |
| TIAA Access | Mutual Funds | — | — | $127K | 0.3% | |
| TIAA | Mutual Funds | — | — | $118K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $113K | 0.2% | |
| TIAA Access | Mutual Funds | — | — | $101K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $91K | 0.2% | |
| TIAA Access | Mutual Funds | — | — | $83K | 0.2% | |
| American | Other securities | — | — | $80K | 0.2% | |
| TIAA Access | Mutual Funds | — | — | $53K | 0.1% | |
| TIAA | Mutual Funds | — | — | $45K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | AUDITOR | $12K | — |
