Stacye Furmanek signed WAKE Forest University Baptist Medical Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WAKE Forest University Baptist Medical Center's EIN is 51-0190238.
Download the official 2024 Form 5500 (PDF) for WAKE Forest University Baptist Medical Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WAKE Forest University Baptist Medical Center'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $1.2M | — |
| TIAA CREF | 13-1624203 | — | RECORD KEEPER | $250K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $160 | — |
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.
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index Instl Plus | Mutual Funds | — | — | $335.9M | 9.2% | |
| New York Life NYL Guaranteed Interest Account | Other securities | — | — | $246.5M | 6.8% | |
| T. Rowe Price T. Rowe Price U.S. Eq Research I | Other securities | — | — | $233.7M | 6.4% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 | Mutual Funds | — | — | $201.5M | 5.5% | |
| MFS Val R3 | Mutual Funds | — | — | $147.4M | 4.0% | |
| CREF Stock R2 | Mutual Funds | — | — | $130.0M | 3.6% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 | Mutual Funds | — | — | $121.4M | 3.3% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 | Mutual Funds | — | — | $113.0M | 3.1% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 | Mutual Funds | — | — | $102.1M | 2.8% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 | Mutual Funds | — | — | $100.4M | 2.8% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 | Mutual Funds | — | — | $98.5M | 2.7% | |
| Vanguard Total Bd Mkt Index Instl | Mutual Funds | — | — | $86.7M | 2.4% | |
| CREF TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $70.5M | 1.9% | |
| Janus Henderson Enterprise T | Mutual Funds | — | — | $69.1M | 1.9% | |
| CREF TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $65.1M | 1.8% | |
| American Funds American Fds Inc Fd of America R5E | Mutual Funds | — | — | $64.9M | 1.8% | |
| Vanguard Small Cap Index Inst | Mutual Funds | — | — | $59.9M | 1.6% | |
| Allspring Core Bd A | Other securities | — | — | $59.4M | 1.6% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 | Mutual Funds | — | — | $58.5M | 1.6% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $57.1M | 1.6% | |
| CREF Nuveen S&P 500 Index R6 | Common Collective Trusts | — | — | $56.7M | 1.6% | |
| CREF Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $52.8M | 1.4% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 | Mutual Funds | — | — | $52.3M | 1.4% | |
| CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $51.6M | 1.4% | |
| Blackrock Inf Protected Bd Instl | Other securities | — | — | $50.1M | 1.4% | |
| CREF Nuveen Large Cap Growth R6 | Mutual Funds | — | — | $48.7M | 1.3% | |
| CREF Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $48.5M | 1.3% | |
| Vanguard Total Intl Stock Idx Instl | Common Collective Trusts | — | — | $48.4M | 1.3% | |
| CREF Nuveen Large Cap Val Idx R6 | Common Collective Trusts | — | — | $48.0M | 1.3% | |
| Allspring Emerging Markets Equity A 984 American Century American Century Mid Cap Val R6 | Other securities | — | — | $44.4M | 1.2% | |
| CREF Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $38.3M | 1.1% | |
| MFS Intl Eq R6 | Mutual Funds | — | — | $36.2M | 1.0% | |
| Federated Hermes High Yld Bd IS | Other securities | — | — | $32.5M | 0.9% | |
| CREF Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $30.6M | 0.8% | |
| CREF Nuveen Money Market R6 | Mutual Funds | — | — | $29.1M | 0.8% | |
| CREF Nuveen Small Cap Bld Idx R6 | Common Collective Trusts | — | — | $27.0M | 0.7% | |
| CREF Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $25.3M | 0.7% | |
| CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $24.0M | 0.7% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 | Mutual Funds | — | — | $21.5M | 0.6% | |
| CREF Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $21.4M | 0.6% | |
| T. Rowe Price T. Rowe Price Small Cap Stock | Other securities | — | — | $21.3M | 0.6% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 | Mutual Funds | — | — | $19.8M | 0.5% | |
| CREF Nuveen Bond Index R6 | Mutual Funds | — | — | $19.5M | 0.5% | |
| CREF Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $19.3M | 0.5% | |
| CREF Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | — | $18.1M | 0.5% | |
| CREF Nuveen Large Cap Gr Idx R6 | Common Collective Trusts | — | — | $17.8M | 0.5% | |
| CREF Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $17.5M | 0.5% | |
| CREF Nuveen Real Est Sec Sel R6 | Mutual Funds | — | — | $17.5M | 0.5% | |
| CREF Vanguard Mid-Cap Grw Idx Adm | Common Collective Trusts | — | — | $16.8M | 0.5% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $16.3M | 0.4% |
