Robert L Blosser signed Kettering University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kettering University's EIN is 38-2410852.
Download the official 2024 Form 5500 (PDF) for Kettering University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kettering University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | NONE | $75K | — |
| PLANPILOT, LLC | 45-4168388 | — |
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 | — | — | $45.6M | 22.7% | |
| CREF Stock R2 30,857 Units | Mutual Funds | — | $31K | $28.1M | 14.0% | |
| Vanguard Ttl Stk Mkt Idx Inst 75,508 Shares | Common Collective Trusts | — | $76K | $10.7M | 5.3% | |
| CREF Growth R2 20,040 Units | Mutual Funds | — | $20K | $10.5M | 5.2% | |
| Putnam Equity Income Fund Class Y 253,437 Shares | Mutual Funds | — | $253K | $8.7M | 4.3% | |
| Baird Aggregate Bond Institutional Fund 887,277 Units | Mutual Funds | — | $887K | $8.6M | 4.3% | |
| CREF Global Equities R2 22,811 Units | Mutual Funds | — | $23K | $7.9M | 3.9% | |
| Vanguard Inst Idx Inst 14,637 Shares | Common Collective Trusts | — | $15K | $7.0M | 3.5% | |
| American EuroPac Growth R6 123,404 Shares | Other securities | — | $123K | $6.6M | 3.3% | |
| TIAA Traditional Annuity Contract TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $6.0M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $12K | $5.4M | 2.7% | |
| Vanguard Small-Cap Idx Inst 45,159 Shares | Common Collective Trusts | — | $45K | $5.2M | 2.6% | |
| CREF Equity Index R2 10,049 Units | Common Collective Trusts | — | $10K | $5.2M | 2.6% | |
| TIAA-CREF Lifecycle 2030-Inst 436,647 Shares | Mutual Funds | — | $437K | $4.5M | 2.2% | |
| CREF Social Choice R2 11,073 Units | Mutual Funds | — | $11K | $4.1M | 2.0% | |
| AB Large Cap Growth Fund Adv 36,806 Shares | Other securities | — | $37K | $4.0M | 2.0% | |
| Vanguard Mid-Cap Index Admiral Shares 11,248 Shares | Mutual Funds | — | $11K | $3.7M | 1.8% | |
| American Fd New Perspective R6 53,819 Shares | Other securities | — | $54K | $3.3M | 1.7% | |
| TIAA-CREF Lifecycle 2025-Inst 322,402 Shares | Mutual Funds | — | $322K | $3.2M | 1.6% | |
| TIAA-CREF Lifecycle 2050-Inst 196,858 Shares | Mutual Funds | — | $197K | $2.9M | 1.4% | |
| TIAA-CREF Lifecycle 2035-Inst 248,499 Shares | Mutual Funds | — | $248K | $2.7M | 1.3% | |
| Vanguard Federal Money Market Fund 2,571,801 Units | Mutual Funds | — | $2.6M | $2.6M | 1.3% | |
| TIAA-CREF Lifecycle 2045-Inst 167,960 Shares | Mutual Funds | — | $168K | $2.4M | 1.2% | |
| CREF Money Market R2 79,706 Units | Mutual Funds | — | $80K | $2.4M | 1.2% | |
| TIAA-CREF Lifecycle 2040-Inst 173,812 Shares | Mutual Funds | — | $174K | $1.9M | 1.0% | |
| Vanguard Infl Protect Sec Adm 60,340 Shares | Mutual Funds | — | $60K | $1.4M | 0.7% | |
| TIAA-CREF Lifecycle 2055-Inst 64,829 Shares | Mutual Funds | — | $65K | $1.1M | 0.6% | |
| CREF Inflation-Linked Bond R2 13,018 Units | Mutual Funds | — | $13K | $1.1M | 0.5% | |
| CREF Bond Market R2 8,184 Units | Mutual Funds | — | $8K | $1.1M | 0.5% | |
| Vanguard REIT Index Admiral 7,559 Shares | Mutual Funds | — | $8K | $955K | 0.5% | |
| TIAA-CREF Lifecycle 2010-Inst 77,375 Shares | Mutual Funds | — | $77K | $769K | 0.4% | |
| TIAA-CREF Lifecycle 2020-Inst 60,280 Shares | Mutual Funds | — | $60K | $567K | 0.3% | |
| TIAA-CREF Lifecycle 2015-Inst 44,278 Shares | Mutual Funds | — | $44K | $401K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Inst 19,658 Shares | Mutual Funds | — | $20K | $296K | 0.1% | |
| Nuveen Core Impact Bond R6 25,961 Shares | U.S. Treasuries | — | $26K | $230K | 0.1% | |
| maturing in 2029) | Other securities | — | — | $98K | <0.1% | |
| Parnassus Core Equity Inst 1,510 Shares | Other securities | — | $2K | $90K | <0.1% | |
| TIAA-CREF Lifecycle 2065-Inst 2,178 Shares | Mutual Funds | — | $2K | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $43K |
| — |
| BKD, LLP | 44-0160260 | — | NONE | $8K | — |
