Kristin Hurley signed Mount Saint Mary's University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mount Saint Mary's University's EIN is 52-0591672.
Download the official 2024 Form 5500 (PDF) for Mount Saint Mary's University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mount Saint Mary's University's plan includes profit-sharing, a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).
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 | SERVICE PROVIDER | $375 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | INDEPENDENCE, OH | ADVISOR | $5K | — |
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 NonBenefit-Responsive | Mutual Funds | — | — | $19.3M | 18.5% | |
| CREF Stock Accumulation Account | Mutual Funds | — | — | $17.2M | 16.4% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $6.8M | 6.5% | |
| CREF Growth Account | Mutual Funds | — | — | $6.2M | 5.9% | |
| CREF Global Equities Account | Mutual Funds | — | — | $5.0M | 4.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $4.1M | 3.9% | |
| TIAA and CREF Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $3.8M | 3.7% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $3.6M | 3.4% | |
| CREF Bond Market Account | Mutual Funds | — | — | $3.4M | 3.3% | |
| TIAA and CREF Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $3.1M | 2.9% | |
| TIAA and CREF Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $3.0M | 2.9% | |
| TIAA and CREF Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $2.9M | 2.8% | |
| TIAA and CREF Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $2.9M | 2.8% | |
| CREF Social Choice Account | Mutual Funds | — | — | $2.6M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 2.4% | |
| TIAA and CREF Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $2.3M | 2.2% | |
| TIAA and CREF Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $2.1M | 2.0% | |
| TIAA and CREF Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $1.7M | 1.6% | |
| TIAA and CREF Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $1.5M | 1.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.3M | 1.3% | |
| CREF Money Market Account | Mutual Funds | — | — | $1.3M | 1.3% | |
| CREF Inflation Linked Bond Account | Mutual Funds | — | — | $1.1M | 1.1% | |
| TIAA and CREF Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $1.1M | 1.0% | |
| JP Morgan JP Morgan Mid Cap Growth Fund R3 | Other securities | — | — | $891K | 0.9% | |
| American Century American Century Mid Cap Value | Other securities | — | — | $880K | 0.8% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $827K | 0.8% | |
| TIAA and CREF Nuveen Lifecycle 2065 Retire | Mutual Funds | — | — | $727K | 0.7% | |
| Hartford International Equity Fund Y | Other securities | — | — | $689K | 0.7% | |
| TIAA and CREF Nuveen Lifecycle 2015 Retire | Mutual Funds | — | — | $491K | 0.5% | |
| TIAA and CREF Nuveen Lifecycle Ret Inc Rtmt | Mutual Funds | — | — | $375K | 0.4% | |
| BlackRock Black Rock Total Return Fund Investor A | Other securities | — | — | $227K | 0.2% | |
| Participants Participant loans 4.25% to 9.50%; maturing through 2029 | Bonds / Notes | — | — | $167K | 0.2% | |
| TIAA and CREF Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $164K | 0.2% | |
| American Beacon American Beacon Small Cap Value | Other securities | — | — | $66K | <0.1% | |
| TIAA and CREF Nuveen Lifecycle 2010 Retire | Mutual Funds | — | — | $15K | <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 |
|---|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS, INC. | 52-1396995 | CLEVELAND, OH | SERVICE PROVIDER | $8K | — |
