Robin Buthmann signed Simpson College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simpson College's EIN is 42-0680389.
Download the official 2024 Form 5500 (PDF) for Simpson College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simpson College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Annuity Contracts, at Fair Value * TIAA Traditional - Non Benefit Responsive | Mutual Funds | — | $9.6M | $13.4M | 17.9% | |
| Variable Annuity Accounts * CREF Stock | Mutual Funds | — | $5.5M | $11.9M | 15.9% | |
| CREF Global Equities | Mutual Funds | — | $2.4M | $4.8M | 6.4% | |
| CREF Equity Index | Common Collective Trusts | — | $1.5M | $3.9M | 5.3% | |
| CREF Growth | Mutual Funds | — | $1.1M | $3.9M | 5.2% | |
| CREF Social Choice | Mutual Funds | — | $2.4M | $3.5M | 4.7% | |
| CREF Bond Market | Mutual Funds | — | $2.4M | $2.6M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2.1M | $2.6M | 3.4% | |
| Nuveen Lifecycle 2040 Retire | Mutual Funds | — | $1.4M | $2.0M | 2.7% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | $1.1M | $1.8M | 2.4% | |
| Nuveen Internatl Equity Retire | Mutual Funds | — | $1.3M | $1.5M | 2.0% | |
| TIAA Traditional - Non Benefit Responsive 2 | Mutual Funds | — | $1.1M | $1.3M | 1.8% | |
| Nuveen Large Cap Value Retire | Mutual Funds | — | $1.1M | $1.3M | 1.7% | |
| Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | $1.2M | $1.3M | 1.7% | |
| Annuity Contracts, at Contract Value * TIAA Traditional - Benefit Responsive | Mutual Funds | — | $897K | $1.2M | 1.6% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | $1.1M | $1.2M | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | $1.2M | $1.1M | 1.5% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | $951K | $1.0M | 1.3% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | $622K | $824K | 1.1% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | $783K | $824K | 1.1% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | $736K | $802K | 1.1% | |
| TIAA Traditional - Benefit Responsive 2 | Mutual Funds | — | $680K | $798K | 1.1% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | $773K | $794K | 1.1% | |
| CREF Money Market | Mutual Funds | — | $655K | $730K | 1.0% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | $756K | $721K | 1.0% | |
| Nuveen Mid Cap Value Retire | Mutual Funds | — | $739K | $705K | 0.9% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | $595K | $688K | 0.9% | |
| Nuveen Lifecycle 2035 Retire | Mutual Funds | — | $514K | $677K | 0.9% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | $582K | $633K | 0.8% | |
| John Hancock Disciplnd Val R6 | Other securities | — | $638K | $629K | 0.8% | |
| American EuroPac Growth R6 | Mutual Funds | — | $651K | $625K | 0.8% | |
| Nuveen Lifecycle 2050 Retire | Mutual Funds | — | $537K | $619K | 0.8% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | $529K | $585K | 0.8% | |
| Nuveen Lifecycle 2030 Retire | Mutual Funds | — | $434K | $518K | 0.7% | |
| Nuveen Lifecycle 2045 Retire | Mutual Funds | — | $336K | $428K | 0.6% | |
| Harbor Capital Appreciatn Inst | Other securities | — | $282K | $361K | 0.5% | |
| JPMorgan Core Plus Bond Fd R6 | Other securities | — | $352K | $353K | 0.5% | |
| Nuveen Mid Cap Growth Retire | Mutual Funds | — | $326K | $310K | 0.4% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | $226K | $258K | 0.3% | |
| Nuveen Lifecycle 2025 Retire | Mutual Funds | — | $231K | $257K | 0.3% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | $218K | $210K | 0.3% | |
| Victory SYC Small Comp OPP I | Other securities | — | $181K | $174K | 0.2% | |
| American Funds New World R6 | Mutual Funds | — | $160K | $158K | 0.2% | |
| MassMutual Mid Cap Growth I | Other securities | — | $162K | $142K | 0.2% | |
| Nuveen Lifecycle 2020 Retire | Mutual Funds | — | $126K | $141K | 0.2% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | $156K | $138K | 0.2% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | $108K | $108K | 0.1% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | $91K | $100K | 0.1% | |
| Nuveen Lifecycle 2015 Retire | Mutual Funds | — | $82K | $84K | 0.1% | |
| Nuveen Lifecycle 2065 R6 | Mutual Funds | — | $19K | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
