David Mauger signed Dakota Wesleyan University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dakota Wesleyan University's EIN is 46-0224589.
Download the official 2024 Form 5500 (PDF) for Dakota Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dakota Wesleyan University'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 | NEW YORK, NY | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street State Street Equity 500 Indx K (1) | Other securities | — | — | $3.4M | 17.7% | |
| CREF Stock R1 (1) | Mutual Funds | — | — | $3.0M | 15.8% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 (1) | Common Collective Trusts | — | — | $3.0M | 15.6% | |
| TIAA Traditional Non Benefit Responsive (1) | Mutual Funds | — | — | $2.0M | 10.6% | |
| TIAA Traditional Benefit Responsive 2 (1) | Mutual Funds | — | — | $1.2M | 6.2% | |
| CREF Growth R1 (1) | Mutual Funds | — | — | $947K | 5.0% | |
| State Street State Street Sm Md Cp Eq Idx K (1) | Common Collective Trusts | — | — | $835K | 4.4% | |
| CREF Equity Index R1 (1) | Common Collective Trusts | — | — | $786K | 4.1% | |
| Blackrock US Total Bond Ix K (1) 308 DFA LTIP Port Institutional (1) | Mutual Funds | — | — | $730K | 3.8% | |
| Vanguard Ttl Intl Bnd Idx Adm (1) | Common Collective Trusts | — | — | $561K | 3.0% | |
| CREF Social Choice R1 (1) | Mutual Funds | — | — | $516K | 2.7% | |
| CREF Global Equities R1 (1) | Mutual Funds | — | — | $508K | 2.7% | |
| State Street State Street Aggrgte Bnd Idx K (1) | Common Collective Trusts | — | — | $304K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $291K | 1.5% | |
| TIAA Traditional Non Benefit Responsive 2 (1) | Mutual Funds | — | — | $186K | 1.0% | |
| Vanguard Growth Index Adm (1) | Mutual Funds | — | — | $140K | 0.7% | |
| TIAA Traditional Benefit Responsive (1) | Mutual Funds | — | — | $135K | 0.7% | |
| CREF Core Bond R1 (1) | Mutual Funds | — | — | $112K | 0.6% | |
| CREF Money Market R1 (1) | Mutual Funds | — | — | $96K | 0.5% | |
| CREF Inflation-Linked Bond R1 (1) | Mutual Funds | — | — | $62K | 0.3% | |
| Schwab S&P 500 Index Fund (1) | Common Collective Trusts | — | — | $55K | 0.3% | |
| Vanguard Real Estate Idx Adm (1) | Common Collective Trusts | — | — | $48K | 0.3% | |
| Vanguard Federal Money Mkt Inv (1) | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Ttl Intl Stk Idx Adm (1) | Common Collective Trusts | — | — | $27K | 0.1% | |
| Vanguard Value Index Adm (1) | Mutual Funds | — | — | $24K | 0.1% | |
| Participant notes receivable Loans bearing interest at rates ranging from 5.00% to 9.5%, to be repaid through 2029 - | Bonds / Notes | — | — | $17K | <0.1% | |
| TIAA Stable Value (1) | Stable Value | — | — | $11K | <0.1% | |
| Vanguard Small-Cap Idx Adm (1) | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm (1) | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Emr Mkts Stk Idx Adm (1) | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Short-Trm Bd Idx Adm (1) | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Small-Cap Val Idx Adm (1) | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
