Linda Height signed Lawrence Technological University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lawrence Technological University's EIN is 38-1369604.
Download the official 2024 Form 5500 (PDF) for Lawrence Technological University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lawrence Technological University'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 | — | NONE KNOWN | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $21K | — |
| GREYSTONE FINANCIAL GROUP | 47-5308851 | — |
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-CREF Group annuity contract - TIAA Traditional Annuity | Mutual Funds | — | — | $24.0M | 24.0% | |
| TIAA-CREF CREF Stock | Mutual Funds | — | — | $17.4M | 17.5% | |
| Nuveen S&P 500 Index R6 | Common Collective Trusts | — | — | $6.4M | 6.4% | |
| CREF Growth | Mutual Funds | — | — | $6.3M | 6.3% | |
| CREF Global Equities | Mutual Funds | — | — | $3.6M | 3.6% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.2M | 3.2% | |
| American Fund New Perspective | Other securities | — | — | $3.2M | 3.2% | |
| American Washington Mutual Investor | Other securities | — | — | $3.1M | 3.1% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 2.9% | |
| CREF Social Choice | Mutual Funds | — | — | $2.5M | 2.6% | |
| T. Rowe Price Retirement 2035 Fund #2 | Other securities | — | — | $2.1M | 2.1% | |
| T. Rowe Price Retirement 2030 Fund #2 | Other securities | — | — | $1.9M | 1.9% | |
| Dodge & Cox Income Fund Class BB | Mutual Funds | — | — | $1.9M | 1.9% | |
| American Europacific Growth | Other securities | — | — | $1.7M | 1.7% | |
| T. Rowe Price Retirement 2045 Fund #2 | Other securities | — | — | $1.6M | 1.6% | |
| T. Rowe Price Retirement 2040 Fund #2 | Other securities | — | — | $1.5M | 1.5% | |
| T. Rowe Price Retirement 2025 Fund #2 | Other securities | — | — | $1.4M | 1.4% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $1.2M | 1.2% | |
| CREF Money Market | Mutual Funds | — | — | $1.2M | 1.2% | |
| Columbia Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Nuveen Small Cap Blend Index Fund;R6 | Common Collective Trusts | — | — | $903K | 0.9% | |
| CREF Core Bond | Mutual Funds | — | — | $896K | 0.9% | |
| Vanguard ST Inflation Protected Securities Index | Mutual Funds | — | — | $890K | 0.9% | |
| T. Rowe Price Retirement 2050 Fund #2 | Other securities | — | — | $857K | 0.9% | |
| Nuveen Money Market Fund (R6) | Mutual Funds | — | — | $811K | 0.8% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $744K | 0.7% | |
| TIAA-CREF DFA Emerging Markets I | Mutual Funds | — | — | $741K | 0.7% | |
| Nuveen Real Estate Sec Sel R6 | Mutual Funds | — | — | $720K | 0.7% | |
| T. Rowe Price New Horizons I | Other securities | — | — | $673K | 0.7% | |
| T. Rowe Price Retirement 2020 Fund #2 | Other securities | — | — | $659K | 0.7% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $607K | 0.6% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $569K | 0.6% | |
| T. Rowe Price Retirement 2055 Fund #2 | Other securities | — | — | $522K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund #2 | Other securities | — | — | $465K | 0.5% | |
| Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $442K | 0.4% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $312K | 0.3% | |
| Nuveen Large Cap Responsible Eq R6 | Mutual Funds | — | — | $247K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund #2 | Other securities | — | — | $225K | 0.2% | |
| BW Global Opportunistic | Other securities | — | — | $195K | 0.2% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $122K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund #2 | Other securities | — | — | $68K | <0.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $57K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund #2 | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE KNOWN |
| $15K |
| — |
