KIM Caulfield signed Ellucian Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ellucian Holdings Inc.'s EIN is 45-3182708.
Download the official 2024 Form 5500 (PDF) for Ellucian Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellucian Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $166K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $114K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Total Stock Market Index Fund: Inst'l Shr N/R | Common Collective Trusts | — | — | $79.2M | 12.0% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $68.7M | 10.4% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $59.4M | 9.0% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $48.1M | 7.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $47.1M | 7.1% | |
| The Vanguard Group Vanguard U.S. Growth Fund Admiral Shares N/R | Mutual Funds | — | — | $45.7M | 6.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $34.8M | 5.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund: Inst'l Shr N/R | Common Collective Trusts | — | — | $30.3M | 4.6% | |
| The Vanguard Group Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $28.6M | 4.3% | |
| The Vanguard Group Vanguard Total International Stock Index Fund: Inst'l Shr N/R | Common Collective Trusts | — | — | $28.6M | 4.3% | |
| The Vanguard Group Vanguard Windsor Fund Admiral Shares N/R | Mutual Funds | — | — | $27.3M | 4.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.0M | 3.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $22.8M | 3.5% | |
| Virtus Funds Virtus Zevenbergen Technology Fund; Institutional Class N/R | Other securities | — | — | $21.0M | 3.2% | |
| The Vanguard Group Vanguard International Growth Fund Admiral Shares N/R | Mutual Funds | — | — | $15.5M | 2.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.3M | 2.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.5% | |
| The Vanguard Group Vanguard Total International Bond Index Fund: Inst'l Shr N/R | Common Collective Trusts | — | — | $9.4M | 1.4% | |
| The Vanguard Group Vanguard Selected Value Fund N/R | Mutual Funds | — | — | $8.6M | 1.3% | |
| The Vanguard Group Vanguard Retirement Income Trust II N/R | Mutual Funds | — | — | $6.9M | 1.0% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.0% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.0% | |
| Dodge & Cox Dodge & Cox International Stocks Fund Class X N/R | Mutual Funds | — | — | $4.7M | 0.7% | |
| Pacific Investment Management PIMCO Total Return Fund; Institutional Class N/R | Mutual Funds | — | — | $4.5M | 0.7% | |
| Notes receivable from participants Interest rates range: 4.25% - 9.5% - 0 - | Bonds / Notes | — | — | $3.9M | 0.6% | |
| The Vanguard Group Vanguard Inflation-Protected Securities Fund: Adm Shares N/R | Mutual Funds | — | — | $3.6M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Company * The Vanguard Group Vanguard Cash Reserves Federal MM Fund Admiral Shares N/R | Mutual Funds | — | — | $79K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $76K | <0.1% | |
| VFTC TARGET RET INCOME AND GR TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
