David Mauger signed William Penn University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William Penn University's EIN is 42-0707120.
Download the official 2024 Form 5500 (PDF) for William Penn University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William Penn University's plan includes 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 | 13-1625420 | NEW YORK, NY | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | 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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non Benefit Responsive | Mutual Funds | — | $5.5M | $8.0M | 28.4% | |
| TIAA-CREF CREF Stock R1 | Mutual Funds | — | $1.7M | $5.6M | 20.0% | |
| TIAA-CREF State Street Equity 500 Index K | Common Collective Trusts | — | $1.8M | $2.6M | 9.2% | |
| TIAA-CREF TIAA Access Nuv LgCp Res Eq T4 750 * TIAA-CREF Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | $2.0M | $2.3M | 8.1% | |
| TIAA-CREF CREF Growth R1 | Mutual Funds | — | $242K | $1.6M | 5.7% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | $1.2M | $1.4M | 4.9% | |
| TIAA-CREF CREF Global Equities R1 | Mutual Funds | — | $367K | $916K | 3.3% | |
| TIAA-CREF CREF Equity Index R1 | Common Collective Trusts | — | $133K | $652K | 2.3% | |
| TIAA-CREF State Street Sm Md Cp Eq Ids K | Mutual Funds | — | $571K | $638K | 2.3% | |
| TIAA-CREF DFA LTIP Port Institutional | Mutual Funds | — | $799K | $525K | 1.9% | |
| TIAA-CREF Vanguard Small-Cap Val Idx Adm 338 * TIAA-CREF Vanguard Ttl Intl Bnd Idx Adm | Common Collective Trusts | — | $521K | $485K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $289K | $369K | 1.3% | |
| TIAA-CREF CREF Core Bond R1 | Mutual Funds | — | $267K | $340K | 1.2% | |
| TIAA-CREF CREF Social Choice R1 | Mutual Funds | — | $152K | $310K | 1.1% | |
| TIAA-CREF State Street Aggregate Bnd Idx K | Common Collective Trusts | — | $312K | $282K | 1.0% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | Mutual Funds | — | $183K | $254K | 0.9% | |
| TIAA-CREF CREF Money Market R1 | Mutual Funds | — | $216K | $246K | 0.9% | |
| TIAA-CREF Schwab S&P 500 Index Fund | Common Collective Trusts | — | $157K | $197K | 0.7% | |
| TIAA-CREF TIAA Access Intl Equity T4 | Mutual Funds | — | $142K | $183K | 0.7% | |
| TIAA-CREF Vanguard Federal Money Mkt Inv | Mutual Funds | — | $132K | $132K | 0.5% | |
| TIAA-CREF TIAA Access Mid-Cap Val T4 | Mutual Funds | — | $70K | $123K | 0.4% | |
| TIAA-CREF Vanguard Growth Index Adm | Mutual Funds | — | $86K | $120K | 0.4% | |
| TIAA-CREF TIAA Access Lg-Cap Val T4 | Mutual Funds | — | $48K | $92K | 0.3% | |
| TIAA-CREF Vanguard Value Index Adm | Mutual Funds | — | $70K | $91K | 0.3% | |
| TIAA-CREF TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | $60K | $90K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 | Mutual Funds | — | $28K | $79K | 0.3% | |
| TIAA-CREF TIAA Access Bond Plus T4 | Mutual Funds | — | $75K | $77K | 0.3% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | $49K | $74K | 0.3% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | $54K | $71K | 0.3% | |
| TIAA-CREF TIAA Access Real Est Secs T4 | Mutual Funds | — | $46K | $60K | 0.2% | |
| TIAA-CREF Vanguard Short-Term Bd Idx Adm | Common Collective Trusts | — | $59K | $57K | 0.2% | |
| TIAA-CREF TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | $34K | $45K | 0.2% | |
| TIAA-CREF TIAA Stable Value | Stable Value | — | $38K | $41K | 0.1% | |
| TIAA-CREF Vanguard Small-Cap Grw Idx Adm | Common Collective Trusts | — | $27K | $31K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | $13K | $25K | <0.1% | |
| TIAA-CREF TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | $10K | $22K | <0.1% | |
| TIAA-CREF Vanguard Ttl Stk Idx Adm | Common Collective Trusts | — | $20K | $20K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | $7K | $16K | <0.1% | |
| TIAA-CREF Vanguard FTSE Social Index Adm | Mutual Funds | — | $13K | $13K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | $4K | $8K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | $4K | $7K | <0.1% | |
| TIAA-CREF Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | $6K | $7K | <0.1% | |
| TIAA-CREF Vanguard Emr Mkts Stk Idx Adm | Common Collective Trusts | — | $6K | $7K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Gr T4 | Mutual Funds | — | $2K | $6K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2010 T4 | Mutual Funds | — | $1K | $2K | <0.1% | |
| TIAA-CREF TIAA Access Equity Index T4 417 | Common Collective Trusts | — | — | $1K | <0.1% | |
| TIAA-CREF TIAA Access Lfcyle Rtmt Inc T4 688 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $26K | — |
