Peggy L. Torrance signed Concordia College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concordia College's EIN is 41-0693977.
Download the official 2024 Form 5500 (PDF) for Concordia College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concordia College'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 | 13-1624203 | — | NONE | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $74K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $17K |
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 | — | — | $31.2M | 16.1% | |
| CREF | Mutual Funds | — | — | $28.9M | 14.9% | |
| Vanguard | Mutual Funds | — | — | $28.0M | 14.4% | |
| American Fund | Other securities | — | — | $12.6M | 6.5% | |
| CREF | Mutual Funds | — | — | $12.4M | 6.4% | |
| TIAA | Mutual Funds | — | — | $10.6M | 5.5% | |
| CREF | Mutual Funds | — | — | $8.7M | 4.5% | |
| TIAA | Mutual Funds | — | — | $8.5M | 4.4% | |
| CREF | Mutual Funds | — | — | $6.1M | 3.1% | |
| American Fund | Other securities | — | — | $5.4M | 2.8% | |
| PIMCO | Mutual Funds | — | — | $5.1M | 2.6% | |
| CREF | Mutual Funds | — | — | $4.6M | 2.4% | |
| PIMCO | Mutual Funds | — | — | $4.1M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.9M | 2.0% | |
| Vanguard | Mutual Funds | — | — | $3.7M | 1.9% | |
| TIAA | Mutual Funds | — | — | $3.0M | 1.5% | |
| CREF | Mutual Funds | — | — | $2.5M | 1.3% | |
| Putnam | Mutual Funds | — | — | $1.9M | 1.0% | |
| TIAA | Mutual Funds | — | — | $1.8M | 0.9% | |
| PIMCO | Mutual Funds | — | — | $1.7M | 0.9% | |
| CREF | Mutual Funds | — | — | $1.4M | 0.7% | |
| Eaton Vance | Other securities | — | — | $1.4M | 0.7% | |
| CREF | Mutual Funds | — | — | $1.1M | 0.6% | |
| CREF | Mutual Funds | — | — | $1.1M | 0.6% | |
| CREF | Mutual Funds | — | — | $870K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $862K | 0.4% | |
| Alliance Bernstein | Other securities | — | — | $608K | 0.3% | |
| Baird | Other securities | — | — | $581K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $383K | 0.2% | |
| PIMCO | Mutual Funds | — | — | $379K | 0.2% | |
| Delaware | Other securities | — | — | $303K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $195K | 0.1% | |
| Parnassus | Other securities | — | — | $174K | <0.1% | |
| Participant Loans | Participant loans | — | — | $157K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $122K | <0.1% | |
| Clearbridge | Other securities | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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