Southwestern College's EIN is 48-0543715.
Download the official 2024 Form 5500 (PDF) for Southwestern College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwestern College's plan includes profit-sharing, ERISA 404(c) participant direction, 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 - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | THIRD PARTY ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | FINANCIAL ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 5,841.1060 units | Mutual Funds | — | — | $5.2M | 18.9% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $4.7M | 17.0% | |
| CREF Growth R1 3,734.5552 units | Mutual Funds | — | — | $1.9M | 6.9% | |
| Nuveen Lfcyle Idx 2030-Rtmt 73,219.9591 shares | Common Collective Trusts | — | — | $1.8M | 6.4% | |
| Nuveen Lfcyle Idx 2025-Rtmt 56,464.6804 shares | Common Collective Trusts | — | — | $1.2M | 4.4% | |
| CREF Global Equities R1 3,281.6662 units | Mutual Funds | — | — | $1.1M | 4.0% | |
| CREF Equity Index R1 2,130.5505 units | Common Collective Trusts | — | — | $1.1M | 3.9% | |
| Nuveen Lfcyle Idx 2035-Rtmt 37,816.9477 shares | Common Collective Trusts | — | — | $1.0M | 3.7% | |
| Nuveen Lfcyle Idx 2040-Rtmt 28,557.7305 shares | Common Collective Trusts | — | — | $836K | 3.0% | |
| Nuveen Lfcyle Idx 2045-Rtmt 25,602.9779 shares | Common Collective Trusts | — | — | $790K | 2.9% | |
| CREF Social Choice R1 1,839.7075 units | Mutual Funds | — | — | $663K | 2.4% | |
| Nuveen Lfcyle Idx 2050-Rtmt 16,170.3388 shares | Common Collective Trusts | — | — | $509K | 1.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $495K | 1.8% | |
| Vanguard 500 Idx Adm 822.5237 shares | Common Collective Trusts | — | — | $446K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $428K | 1.5% | |
| Nuveen Lfcyle Idx 2055-Rtmt 14,691.4674 shares | Common Collective Trusts | — | — | $374K | 1.4% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $353K | 1.3% | |
| Nuveen Lfcyle Idx 2020-Rtmt 17,887.1684 shares | Common Collective Trusts | — | — | $337K | 1.2% | |
| CREF Core Bond R1 2,068.6583 units | Mutual Funds | — | — | $272K | 1.0% | |
| Dodge&Cox Dodge & Cox Stock Fund Class X 980.5430 shares | Mutual Funds | — | — | $252K | 0.9% | |
| TIAA Access Nuv Intl Equity T4 6,542.9131 units | Mutual Funds | — | — | $244K | 0.9% | |
| Cohen&Steers Cohen & Steers Real Est Sec Z 13,828.4113 shares | Other securities | — | — | $239K | 0.9% | |
| TIAA Access Nuv Lg-Cap Val T4 3,041.1043 units | Mutual Funds | — | — | $227K | 0.8% | |
| Vanguard Small-Cap Idx Adm 1,720.8808 shares | Common Collective Trusts | — | — | $198K | 0.7% | |
| MFS Mid Cap Value Class R6 6,160.2374 shares | Mutual Funds | — | — | $196K | 0.7% | |
| Principal MidCap Institutional 4,333.1223 shares | Other securities | — | — | $193K | 0.7% | |
| American AF EuroPacific Growth Fund R4 3,461.1228 shares | Other securities | — | — | $186K | 0.7% | |
| CREF Money Market R1 5,909.5425 units | Mutual Funds | — | — | $172K | 0.6% | |
| Nuveen Lfcyle Idx 2015-Rtmt 9,475.6012 shares | Common Collective Trusts | — | — | $161K | 0.6% | |
| TIAA Access Nuv Mid-Cap Val T4 1,850.2946 units | Mutual Funds | — | — | $138K | 0.5% | |
| CREF Inflation-Linked Bond R1 1,628.0560 units | Mutual Funds | — | — | $135K | 0.5% | |
| TIAA Access Nuv Lifecycle 2045 T4 1,612.8247 units | Mutual Funds | — | — | $119K | 0.4% | |
| Nuveen Lfcyle Idx 2060-Rtmt 5,935.8027 shares | Common Collective Trusts | — | — | $117K | 0.4% | |
| Vanguard Devlopd Mkts Idx Adm 7,010.6281 shares | Common Collective Trusts | — | — | $108K | 0.4% | |
| TIAA Access Nuv Mid-Cap Gr T4 1,129.2520 units | Mutual Funds | — | — | $98K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm 10,162.3634 shares | Common Collective Trusts | — | — | $96K | 0.3% | |
| T- Rowe T. Rowe Price Large-Cap Gr I 1,146.3863 shares | Other securities | — | — | $94K | 0.3% | |
| TIAA Access Nuv Lifecycle 2035 T4 1,295.6849 units | Mutual Funds | — | — | $87K | 0.3% | |
| TIAA Access Nuv Lifecycle 2025 T4 1,420.2562 units | Mutual Funds | — | — | $85K | 0.3% | |
| Nuveen Lfcyle Idx 2010-Rtmt 4,905.6146 shares | Common Collective Trusts | — | — | $80K | 0.3% | |
| TIAA Access Nuv Sm-Cap Bl Idx T4 968.2282 units | Common Collective Trusts | — | — | $77K | 0.3% | |
| Blackrock Emerging Mrkts Instl 3,225.5128 shares | Other securities | — | — | $76K | 0.3% | |
| Vanguard Federal Money Mkt Inv 73,496.5900 shares | Mutual Funds | — | — | $73K | 0.3% | |
| American AF American Balanced Fund R4 2,017.2425 shares | Other securities | — | — | $69K | 0.3% | |
| TIAA Access Nuv Real Est Secs T4 1,329.6225 units | Mutual Funds | — | — | $68K | 0.2% | |
| TIAA Access Nuv Quant Sm-Cap Eq T4 746.6233 units | Mutual Funds | — | — | $67K | 0.2% | |
| Baird Aggregate Bond Inst 6,686.6436 shares | Other securities | — | — | $65K | 0.2% | |
| Baird Short Term Bond Fund Inv 4,533.0571 shares | Other securities | — | — | $43K | 0.2% | |
| BlackRock Inflation Protect Bnd A 4,040.0579 shares | Other securities | — | — | $38K | 0.1% | |
| TIAA Access Nuv Lifecycle 2020 T4 609.3080 units | Mutual Funds | — | — | $35K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
