Diane Dickson Young signed Council for Advancement & Support of Education Case's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Council for Advancement & Support of Education Case's EIN is 52-1012307.
Download the official 2024 Form 5500 (PDF) for Council for Advancement & Support of Education Case from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Council for Advancement & Support of Education Case's plan includes automatic enrollment, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT ADVISOR | — | FAIRFIELD, IA | NONE | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT SEPARATE ACCOUNT C VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 11.2% | |
| PIMCO Income Instl 319 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 7.9% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.3M | 5.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.2M | 5.0% | |
| Vanguard Short-Term Invest Grade Adm | Mutual Funds | — | — | $1.2M | 4.9% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.2M | 4.9% | |
| Nuveen Lifestyle 2040 R6 | Mutual Funds | — | — | $1.0M | 4.2% | |
| American Century American Century Growth R6 | Other securities | — | — | $970K | 4.0% | |
| Voya Fixed Account (4550) | Other securities | — | — | $957K | 4.0% | |
| CREF Stock R1 | Mutual Funds | — | — | $899K | 3.8% | |
| Nuveen Lifestyle 2045 R6 | Mutual Funds | — | — | $674K | 2.8% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $654K | 2.7% | |
| Nuveen Lifestyle 2065 R6 | Mutual Funds | — | — | $599K | 2.5% | |
| TIAA Access Nuv LifCyc 2040 T3 | Mutual Funds | — | — | $576K | 2.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $543K | 2.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $462K | 1.9% | |
| Nuveen Lifestyle 2050 R6 | Mutual Funds | — | — | $462K | 1.9% | |
| DFA Inflation-Protected Sec Port I | Mutual Funds | — | — | $437K | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $434K | 1.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $416K | 1.7% | |
| Nuveen Lifestyle 2060 R6 | Mutual Funds | — | — | $390K | 1.6% | |
| Voya Fixed Account (4552) | Other securities | — | — | $378K | 1.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $369K | 1.5% | |
| TIAA Access Nuv LifCyc 2045 T3 | Mutual Funds | — | — | $333K | 1.4% | |
| Nuveen Lifestyle 2035 R6 | Mutual Funds | — | — | $329K | 1.4% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $255K | 1.1% | |
| TIAA Access Nuv LifCyc 2030 T3 | Mutual Funds | — | — | $220K | 0.9% | |
| TIAA Access Nuv LifCyc 2050 T3 | Mutual Funds | — | — | $208K | 0.9% | |
| TIAA Access Nuv LifCyc 2035 T3 | Mutual Funds | — | — | $201K | 0.8% | |
| Nuveen Lifestyle 2055 R6 | Mutual Funds | — | — | $192K | 0.8% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $184K | 0.8% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $167K | 0.7% | |
| Voya Fidelity VIP Contrafund Pt I | Mutual Funds | — | — | $162K | 0.7% | |
| CREF Money Market R1 | Mutual Funds | — | — | $156K | 0.7% | |
| Voya VY TRwPr Grw Eqty Pt I | Other securities | — | — | $151K | 0.6% | |
| TIAA Access Nuv LifCyc 2020 T3 | Mutual Funds | — | — | $147K | 0.6% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $143K | 0.6% | |
| Nuveen Lifestyle 2030 R6 | Mutual Funds | — | — | $122K | 0.5% | |
| TIAA Access Nuv Core Equity T3 | Mutual Funds | — | — | $122K | 0.5% | |
| Voya American Funds Nw Prspctv R4 | Mutual Funds | — | — | $121K | 0.5% | |
| Voya Russell LgCp Indx Prt I | Other securities | — | — | $116K | 0.5% | |
| Voya VY JPM MdCp Value Port Srv | Other securities | — | — | $100K | 0.4% | |
| Vanguard Small-Cap Growth Index Adm | Mutual Funds | — | — | $99K | 0.4% | |
| Voya Invesco VI Amr Franchise Fd I | Mutual Funds | — | — | $97K | 0.4% | |
| TIAA Access Nuv LifCyc 2055 T3 | Mutual Funds | — | — | $88K | 0.4% | |
| Voya TCW MW Tot Rtn Bd Fd M | Other securities | — | — | $85K | 0.4% | |
| Voya Corporate Ldrs 100 Fd I | Other securities | — | — | $81K | 0.3% | |
| Voya VY AmCen Sm-MdCp Vl Pt Srv | Other securities | — | — | $80K | 0.3% | |
| Voya American Funds Wash Mutual R4 | Mutual Funds | — | — | $79K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T3 | Mutual Funds | — | — | $77K | 0.3% |
