DOUG Ewald signed Ottawa University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ottawa University's EIN is 48-0543772.
Download the official 2024 Form 5500 (PDF) for Ottawa University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ottawa University's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance And Annuity Association * TIAA Traditional Non Benefit Responsive — | Mutual Funds | — | — | $5.9M | 14.2% | |
| College Retirement Equities Fund * CREF Stock R1 | Mutual Funds | — | $6K | $5.2M | 12.6% | |
| College Retirement Equities Fund * CREF Growth R1 | Mutual Funds | — | $8K | $3.9M | 9.5% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2025-Inst | Common Collective Trusts | — | $142K | $3.0M | 7.3% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2040-Inst | Common Collective Trusts | — | $94K | $2.8M | 6.7% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2035-Inst | Common Collective Trusts | — | $95K | $2.5M | 6.2% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2045-Inst | Common Collective Trusts | — | $52K | $1.6M | 3.9% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2030-Inst | Common Collective Trusts | — | $66K | $1.6M | 3.9% | |
| Vanguard Funds Vanguard 500 Idx Adm | Common Collective Trusts | — | $3K | $1.5M | 3.7% | |
| College Retirement Equities Fund * CREF Global Equities R1 | Mutual Funds | — | $4K | $1.3M | 3.2% | |
| Guaranteed Investment Accounts Teachers Insurance And Annuity Association * TIAA Traditional Benefit Responsive — | Mutual Funds | — | — | $1.1M | 2.7% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2050-Inst | Common Collective Trusts | — | $33K | $1.0M | 2.5% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2020-Inst | Common Collective Trusts | — | $41K | $824K | 2.0% | |
| College Retirement Equities Fund * CREF Equity Index R1 | Common Collective Trusts | — | $1K | $748K | 1.8% | |
| MFS Mutual Funds MFS Growth Fund Class R6 | Mutual Funds | — | $3K | $578K | 1.4% | |
| College Retirement Equities Fund * CREF Core Bond R1 | Mutual Funds | — | $4K | $524K | 1.3% | |
| College Retirement Equities Fund * CREF Money Market R1 | Mutual Funds | — | $17K | $484K | 1.2% | |
| College Retirement Equities Fund * CREF Inflation-Linked Bond R1 | Mutual Funds | — | $6K | $458K | 1.1% | |
| College Retirement Equities Fund * CREF Social Choice R1 | Mutual Funds | — | $1K | $453K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $440K | 1.1% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2055-Inst | Common Collective Trusts | — | $17K | $439K | 1.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Equity Index T4 | Common Collective Trusts | — | $3K | $423K | 1.0% | |
| Variable Annuity Accounts Teachers Insurance And Annuity Association * TIAA Real Estate 886 | Mutual Funds | — | — | $409K | 1.0% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2060-Inst | Common Collective Trusts | — | $21K | $407K | 1.0% | |
| Lincoln Financial Group * Fixed group annuity contract | Common Stocks | — | $330K | $402K | 1.0% | |
| Prudential PGIM Total Return Bond R6 | Other securities | — | $31K | $369K | 0.9% | |
| Vanguard Funds Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | $2K | $234K | 0.6% | |
| American Funds American EuroPac Growth Class R6 | Mutual Funds | — | $4K | $227K | 0.5% | |
| Parnassus Core Equity Inst. | Mutual Funds | — | $3K | $223K | 0.5% | |
| December 2029 — | Other securities | — | — | $222K | 0.5% | |
| Eaton Vance Eaton Vance Atl Cap SMID Ca R6 | Other securities | — | $5K | $211K | 0.5% | |
| Vanguard Funds Vanguard Mid-Cap Idx Adm 567 | Common Collective Trusts | — | — | $186K | 0.5% | |
| Teachers Insurance And Annuity Association * TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | $2K | $165K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Est Sec Z | Other securities | — | $9K | $155K | 0.4% | |
| Victory Capital Victory Sycamore Established Value Class R6 | Other securities | — | $3K | $142K | 0.3% | |
| Vanguard Funds Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | $4K | $137K | 0.3% | |
| JP Morgan Undiscovered Managers Behavioral Value Class R6 | Other securities | — | $2K | $131K | 0.3% | |
| Victory Capital Victory Sophus Emerging Markets Class R6 | Other securities | — | $6K | $117K | 0.3% | |
| Teachers Insurance And Annuity Association * TIAA-CREF Lfcyle Idx 2015-Inst | Common Collective Trusts | — | $6K | $108K | 0.3% | |
| Teachers Insurance And Annuity Association * TIAA Access Lg-Cap Val T4 | Mutual Funds | — | $1K | $101K | 0.2% | |
| MFS Mutual Funds MFS Value Fund Class R6 | Mutual Funds | — | $2K | $94K | 0.2% | |
| Teachers Insurance And Annuity Association * TIAA Access International Equity T4 | Mutual Funds | — | $2K | $78K | 0.2% | |
| Nuveen Lifecycle Index Retirement Income | Mutual Funds | — | $4K | $60K | 0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Core Bond Plus T4 | Mutual Funds | — | $1K | $56K | 0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Mid-Cap Val T4 612 | Mutual Funds | — | — | $46K | 0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Social Ch Eq T4 395 | Mutual Funds | — | — | $44K | 0.1% | |
| Teachers Insurance And Annuity Association * Plan Loan Default Fund — | Other securities | — | — | $41K | 0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Quant Sml Cp Eq T4 433 | Mutual Funds | — | — | $39K | <0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Lifecycle 2045 T4 488 | Mutual Funds | — | — | $36K | <0.1% | |
| Teachers Insurance And Annuity Association * TIAA Access Lfcyle Rtmt Inc T4 1 2 Teachers Insurance And Annuity Association * TIAA Access Lg-Cap Gr T4 196 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $5K | — |
