Charles Desantis signed Georgetown University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Georgetown University's EIN is 53-0196603.
Download the official 2024 Form 5500 (PDF) for Georgetown University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Georgetown University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | 13-1624203 | — | RECORDKEEPER | $397 | — |
| FIDELITY INV INST OPS CO. LLC | 04-2647786 | — | RECORDKEEPER | $300 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC |
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.
| 26-0058143 |
| — |
| INVESTMENT ADVISOR |
| $94K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 22-1478099 | — | AUDITOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES | 25-0921018 | — | LEGAL | $40K | — |
