Timothy Bannwarth signed Baker University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baker University's EIN is 48-0543766.
Download the official 2024 Form 5500 (PDF) for Baker University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICE, LLC | 46-5378846 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | OVERLAND PARK, KS | NONE | $36K | — |
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 Annuity Contracts *TIAA Traditional Annuity Contract | Mutual Funds | — | — | $5.1M | 14.6% | |
| CREF Stock R1 4,130 units | Mutual Funds | — | — | $3.7M | 10.6% | |
| T. Rowe Price Retire 2030 Fund 111,031 shares | Other securities | — | — | $2.8M | 8.2% | |
| T. Rowe Price Retire 2020 Fund 117,099 shares | Other securities | — | — | $2.2M | 6.2% | |
| T. Rowe Price Retire 2035 Fund 97,219 shares | Other securities | — | — | $2.0M | 5.9% | |
| T. Rowe Price Retire 2025 Fund 89,633 shares | Other securities | — | — | $1.5M | 4.3% | |
| CREF Growth R1 2,411 units | Mutual Funds | — | — | $1.2M | 3.6% | |
| T. Rowe Price Retire 2045 Fund 49,439 shares | Other securities | — | — | $1.1M | 3.2% | |
| T. Rowe Price Retirement Bal Fund 80,129 shares | Other securities | — | — | $1.1M | 3.0% | |
| Vanguard 500 Idx Adm Fund 1,827 shares | Common Collective Trusts | — | — | $992K | 2.8% | |
| T. Rowe Price Retire 2040 Fund 32,413 shares | Other securities | — | — | $991K | 2.8% | |
| CREF Equity Index R1 1,936 units | Common Collective Trusts | — | — | $977K | 2.8% | |
| CREF Global Equities R1 2,580 units | Mutual Funds | — | — | $877K | 2.5% | |
| CREF Social Choice R1 1,899 units | Mutual Funds | — | — | $684K | 2.0% | |
| T. Rowe Blue Chip Growth Fund 3,122 shares | Other securities | — | — | $582K | 1.7% | |
| T. Rowe Price Retire 2055 Fund 26,015 shares | Other securities | — | — | $518K | 1.5% | |
| MFS Value Fund Class R6 Fund 9,158 shares | Mutual Funds | — | — | $443K | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fund 46,440 shares | Common Collective Trusts | — | — | $440K | 1.3% | |
| Vanguard Mid-Cap Idx Adm Fund 1,322 shares | Common Collective Trusts | — | — | $432K | 1.2% | |
| T. Rowe Price Retire 2050 Fund 22,073 shares | Other securities | — | — | $418K | 1.2% | |
| Vanguard Small-Cap Idx Adm Fund 3,547 shares | Common Collective Trusts | — | — | $409K | 1.2% | |
| T. Rowe Price Retire 2015 Fund 32,462 shares | Other securities | — | — | $408K | 1.2% | |
| Vanguard Ttl Intl Stk Idx Adm Fund 12,651 shares | Common Collective Trusts | — | — | $401K | 1.2% | |
| TCW MetWest Total Return Bd M 39,046 shares | Other securities | — | — | $346K | 1.0% | |
| Stable Value Funds *AUL Stable Value Fund | Stable Value | — | — | $346K | 1.0% | |
| Variable Annuity Accounts *CREF Core Bond R1 2,565 units | Mutual Funds | — | — | $337K | 1.0% | |
| Vanguard Short-Trm Invt Gd Adm Fund 32,624 shares | Mutual Funds | — | — | $336K | 1.0% | |
| CREF Money Market R1 11,386 units | Mutual Funds | — | — | $332K | 1.0% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $290K | 0.8% | |
| TIAA Traditional Annuity Contract (Benefit Responsive) | Mutual Funds | — | — | $285K | 0.8% | |
| Parnassus Core Equity Inst 4,379 shares | Other securities | — | — | $262K | 0.8% | |
| MFS Global Equity Class R4 Fund 5,806 shares | Mutual Funds | — | — | $252K | 0.7% | |
| Principal MidCap Institutional Fund 5,094 shares | Other securities | — | — | $227K | 0.7% | |
| Victory Syc Small Comp Opp I Fund 3,495 shares | Other securities | — | — | $165K | 0.5% | |
| Ameriprise Active Portfolios 1 contract | Other securities | — | — | $158K | 0.5% | |
| TIAA Access Nuv Core Pl Bd T4 3,679 units | Mutual Funds | — | — | $149K | 0.4% | |
| T. Rowe Price Retire 2060 Fund 8,832 shares | Other securities | — | — | $147K | 0.4% | |
| RiverSource Retirement Annuity Advantage 12 contracts | Other securities | — | — | $142K | 0.4% | |
| TIAA Access Nuv LifCyc 2040 T4 1,929 units | Mutual Funds | — | — | $141K | 0.4% | |
| TIAA Access Nuv Mid Cap Val T4 1,888 units | Mutual Funds | — | — | $140K | 0.4% | |
| maturing at various dates through April 2029 | Other securities | — | — | $135K | 0.4% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 1,488 units | Mutual Funds | — | — | $133K | 0.4% | |
| Inves Oppen Developing Mkts Y Fund 2,941 shares | Other securities | — | — | $112K | 0.3% | |
| CREF Inflation-Linked Bond R1 1,312 units | Mutual Funds | — | — | $109K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 2,879 units | Mutual Funds | — | — | $107K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 1,034 units | Mutual Funds | — | — | $82K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 890 units | Mutual Funds | — | — | $77K | 0.2% | |
| TIAA Access Nuv Core Equity T4 516 units | Mutual Funds | — | — | $75K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 1,266 units | Mutual Funds | — | — | $65K | 0.2% | |
| Oakmark International Inst 2,379 shares | Other securities | — | — | $59K | 0.2% |
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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
