JODY Mitchell signed Avila University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avila University's EIN is 44-0617326.
Download the official 2024 Form 5500 (PDF) for Avila University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avila University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 - TEACHERS INS AND ANNUITY | 13-1624203 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $28K | — |
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 Non Benefit Responsive | Mutual Funds | — | — | $7.0M | 20.3% | |
| CREF Stock R1 4,957 units | Mutual Funds | — | $5K | $4.4M | 12.9% | |
| CREF Growth R1 3,800 units | Mutual Funds | — | $4K | $2.0M | 5.7% | |
| CREF Global Equities R1 5,334 units | Mutual Funds | — | $5K | $1.8M | 5.3% | |
| TRowe Price Retirement 2040 I 58,794 units | Mutual Funds | — | $59K | $1.8M | 5.2% | |
| CREF Equity Index R1 2,862 units | Common Collective Trusts | — | $3K | $1.4M | 4.2% | |
| TRowe Price Retirement 2045 I 52,620 units | Mutual Funds | — | $53K | $1.2M | 3.4% | |
| Nuveen S&P 500 Index R6 17,420 units | Common Collective Trusts | — | $17K | $1.1M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $1.0M | 2.9% | |
| TRowe Price Retirement 2035 I 45,821 units | Mutual Funds | — | $46K | $965K | 2.8% | |
| TIAA Stable Value Fund | Stable Value | — | — | $920K | 2.7% | |
| CREF Social Choice R1 2,476 units | Mutual Funds | — | $2K | $892K | 2.6% | |
| TRowe Price Retirement 2050 I 44,320 units | Mutual Funds | — | $44K | $839K | 2.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $742K | 2.2% | |
| Variable Annuity Accounts CREF Core Bond R1 4,821 units | Mutual Funds | — | $5K | $633K | 1.8% | |
| TRowe Price Retirement 2020 I 33,441 units | Mutual Funds | — | $33K | $621K | 1.8% | |
| TRowe Price Retirement 2015 I 48,897 units | Mutual Funds | — | $49K | $614K | 1.8% | |
| TRowe Price Retirement 2030 I 19,888 units | Mutual Funds | — | $20K | $509K | 1.5% | |
| TRowe Price Retirement 2025 I 29,598 units | Mutual Funds | — | $30K | $490K | 1.4% | |
| CREF Money Market R1 15,768 units | Mutual Funds | — | $16K | $459K | 1.3% | |
| American Fd New Perspective R6 7,060 units | Other securities | — | $7K | $439K | 1.3% | |
| Nuveen Bond Index R6 42,252 units | Mutual Funds | — | $42K | $401K | 1.2% | |
| Putnam Large Cap Value Fund R6 11,011 units | Mutual Funds | — | $11K | $380K | 1.1% | |
| American EuroPac Growth R6 6,831 units | Other securities | — | $7K | $367K | 1.1% | |
| Nuveen Small Cap Bld Idx R6 13,857 units | Common Collective Trusts | — | $14K | $330K | 1.0% | |
| TRowe Price Retirement 2065 I 17 units 217 Victory Sycamore Estab Val R6 6,386 units | Mutual Funds | — | $6K | $294K | 0.9% | |
| TIAA Access Nuv Lrg Cap Gr T4 1,111 units | Mutual Funds | — | $1K | $198K | 0.6% | |
| CREF Inflation-Linked Bond R1 2,341 units | Mutual Funds | — | $2K | $194K | 0.6% | |
| JPMorgan Mid Cap Gro Fd Cl R6 3,566 units | Other securities | — | $4K | $184K | 0.5% | |
| American Funds Balanced Fd R6 5,282 units | Mutual Funds | — | $5K | $181K | 0.5% | |
| TRowe Price Retirement 2060 I 10,925 units | Mutual Funds | — | $11K | $181K | 0.5% | |
| TRowe Price Retirement 2055 I 8,613 units | Mutual Funds | — | $9K | $171K | 0.5% | |
| TIAA Access Nuv LifCyc 2030 T4 2,191 units | Mutual Funds | — | $2K | $138K | 0.4% | |
| TIAA Access Nuv Core Equity T4 924 units | Mutual Funds | — | — | $135K | 0.4% | |
| American Century Inf Adj Bd R6 11,521 units | Other securities | — | $12K | $119K | 0.3% | |
| Pioneer Select Md Cap Growth Y 2,084 units | Other securities | — | $2K | $113K | 0.3% | |
| Goldman Sachs Bond Fund R6 12,649 units | Other securities | — | $13K | $110K | 0.3% | |
| TIAA Access Nuv LifCyc 2040 T4 1,204 units | Mutual Funds | — | $1K | $88K | 0.3% | |
| TIAA Access Nuv LifCyc 2025 T4 1,414 units | Mutual Funds | — | $1K | $85K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T4 1,065 units | Mutual Funds | — | $1K | $79K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 992 units | Mutual Funds | — | — | $79K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 1,262 units | Mutual Funds | — | $1K | $65K | 0.2% | |
| TIAA Access Nuv Equity Idx T4 522 units | Common Collective Trusts | — | — | $64K | 0.2% | |
| TIAA Access Nuv Money Mkt T4 2,187 units | Mutual Funds | — | $2K | $61K | 0.2% | |
| TIAA Access Nuv Lrg Cap Val T4 797 units | Mutual Funds | — | — | $60K | 0.2% | |
| Janus Henderson Venture N 682 units | Mutual Funds | — | — | $58K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T4 762 units | Mutual Funds | — | — | $56K | 0.2% | |
| American Funds New World R6 692 units | Mutual Funds | — | — | $53K | 0.2% | |
| TIAA Access Nuv Intl Equity T4 1,371 units | Mutual Funds | — | $1K | $51K | 0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 552 units | Mutual Funds | — | — | $48K | 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 |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $9K | — |
