Danita Mason signed Friends University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Friends University's EIN is 48-0547702.
Download the official 2024 Form 5500 (PDF) for Friends University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Friends 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 87-1928698 | — | SERVICE PROVIDER | $31K | — |
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 Non-fully benefit responsive | Mutual Funds | — | — | $5.6M | 15.2% | |
| CREF Growth R1 | Mutual Funds | — | — | $4.4M | 11.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $4.1M | 11.1% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2035-Inst | Common Collective Trusts | — | — | $3.4M | 9.1% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $2.1M | 5.6% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2025-Inst | Common Collective Trusts | — | — | $2.0M | 5.4% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $1.6M | 4.4% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2040-Inst | Common Collective Trusts | — | — | $1.5M | 4.2% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $1.3M | 3.5% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2030-Inst | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2050-Inst | Common Collective Trusts | — | — | $1.1M | 2.9% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2045-Inst | Common Collective Trusts | — | — | $997K | 2.7% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2020-Inst | Common Collective Trusts | — | — | $971K | 2.6% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2055-Inst | Common Collective Trusts | — | — | $628K | 1.7% | |
| Stable Value Fund *Lincoln Financial Group Lincoln Stable Value Account | Stable Value | — | — | $576K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $510K | 1.4% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2015-Inst | Common Collective Trusts | — | — | $467K | 1.3% | |
| CREF Money Market R1 | Mutual Funds | — | — | $311K | 0.8% | |
| TIAA Fully benefit responsive | Mutual Funds | — | — | $283K | 0.8% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2060-Inst | Common Collective Trusts | — | — | $282K | 0.8% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $263K | 0.7% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $234K | 0.6% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $230K | 0.6% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $197K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $168K | 0.5% | |
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $156K | 0.4% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $141K | 0.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $137K | 0.4% | |
| Prudential Total Return Bond Q | Other securities | — | — | $129K | 0.3% | |
| Wasatch Core Growth Fund Inst | Other securities | — | — | $122K | 0.3% | |
| American EuroPac Growth R6 | Mutual Funds | — | — | $110K | 0.3% | |
| Victory Sycamore VICTORY SYC ESTABLISH VALUE I | Other securities | — | — | $91K | 0.2% | |
| with maturity dates through 2030 | Other securities | — | — | $51K | 0.1% | |
| MFS Mid Cap Growth Class R6 | Mutual Funds | — | — | $48K | 0.1% | |
| Cohen & Steers Cohen&Steers Inst Realty Shar | Other securities | — | — | $43K | 0.1% | |
| DFA Inflation ProtSecPortInst | Mutual Funds | — | — | $36K | <0.1% | |
| JP Morgan Undiscovered Mgrs Behav Val R6 | Other securities | — | — | $25K | <0.1% | |
| TIAA-CREF Invesco Developing Markets Y NV | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2010-Inst | Common Collective Trusts | — | — | $20K | <0.1% | |
| Parnassus Core Equity Institutional Shares | Other securities | — | — | $15K | <0.1% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx Rtln-Inst | Common Collective Trusts | — | — | $12K | <0.1% | |
| TIAA-CREF *TIAA-CREF Lfcyle Idx 2065-Inst | Common Collective Trusts | — | — | $7K | <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 |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | AUDITOR | $12K | — |
