Andrew George signed Calvin University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calvin University's EIN is 38-3071514.
Download the official 2024 Form 5500 (PDF) for Calvin University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calvin University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $144K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE KNOWN | $420 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE KNOWN | $300 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE KNOWN | $96 |
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 | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association TIAA Traditional Annuity | Mutual Funds | — | — | $55.1M | 23.5% | |
| College Retirement Equities Fund CREF Stock | Mutual Funds | — | — | $35.2M | 15.0% | |
| Teachers Insurance and Annuity Association - College Retirement Equities Fund Vanguard 500 Index Fund | Common Collective Trusts | — | — | $28.5M | 12.1% | |
| Vanguard International Growth | Mutual Funds | — | — | $20.3M | 8.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $12.4M | 5.3% | |
| CREF Social Choice | Mutual Funds | — | — | $10.6M | 4.5% | |
| CREF Growth | Mutual Funds | — | — | $9.9M | 4.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $7.0M | 3.0% | |
| CREF Global Equities | Mutual Funds | — | — | $6.4M | 2.7% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $6.2M | 2.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $5.1M | 2.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $4.7M | 2.0% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.4M | 1.9% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $4.3M | 1.8% | |
| BlackRock Strategic Income Opportunities Portfolio | Other securities | — | — | $4.1M | 1.7% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $3.6M | 1.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund (Admiral) | Common Collective Trusts | — | — | $3.5M | 1.5% | |
| CREF Money Market | Mutual Funds | — | — | $2.1M | 0.9% | |
| Vanguard Devloped Markets Index Fund | Common Collective Trusts | — | — | $1.9M | 0.8% | |
| CREF Core Bond | Mutual Funds | — | — | $1.8M | 0.8% | |
| TIAA Stable Value | Stable Value | — | — | $1.3M | 0.6% | |
| William Blair Emerging Market Growth | Other securities | — | — | $1.0M | 0.4% | |
| Fidelity Management Trust Company Fidelity Contrafund | Mutual Funds | — | — | $710K | 0.3% | |
| LVIP Macquarie Social Awareness | Other securities | — | — | $516K | 0.2% | |
| Nuveen Money Market Retirement | Mutual Funds | — | — | $406K | 0.2% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $400K | 0.2% | |
| Lincoln National Life Insurance Company Lincoln Fixed Account | Common Stocks | — | — | $265K | 0.1% | |
| Fidelity Equity Dividend Income | Mutual Funds | — | — | $234K | <0.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $196K | <0.1% | |
| percent to 9.50 percent - | Other securities | — | — | $172K | <0.1% | |
| Lincoln National Life Insurance Company American Funds Growth | Mutual Funds | — | — | $171K | <0.1% | |
| Vanguard Long-Term Treasury Fund * 111 Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $155K | <0.1% | |
| LVIP Dimension US Core Equity | Other securities | — | — | $145K | <0.1% | |
| Newport Trust Company, LLC Vanguard 500 Index Fund (Admiral) | Common Collective Trusts | — | — | $113K | <0.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $111K | <0.1% | |
| LVIP Macquarie SMid Cap Value Fund | Other securities | — | — | $106K | <0.1% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $102K | <0.1% | |
| MFS Utilities | Mutual Funds | — | — | $90K | <0.1% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $89K | <0.1% | |
| Vanguard REIT Index Fund | Common Collective Trusts | — | — | $77K | <0.1% | |
| LVIP Macquarie Mid Cap Value Fund | Other securities | — | — | $76K | <0.1% | |
| Fidelity Mid Cap Stock Fund | Mutual Funds | — | — | $74K | <0.1% | |
| LVIP Mondrian International Value | Other securities | — | — | $73K | <0.1% | |
| Vanguard Windsor Fund | Mutual Funds | — | — | $72K | <0.1% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $67K | <0.1% | |
| LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $55K | <0.1% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $54K | <0.1% | |
| LVIP SSGA Small-cap Index * 857 LVIP T. Rowe Price Structure Mid Cap | Other securities | — | — | $54K | <0.1% | |
| Vanguard PRIMECAP Fund | Mutual Funds | — | — | $54K | <0.1% | |
| American Funds International | Mutual Funds | — | — | $53K | <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 |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE KNOWN | $100K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $11K | — |
