JODI Williams signed Washington and Lee University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington and Lee University's EIN is 54-0505977.
Download the official 2024 Form 5500 (PDF) for Washington and Lee University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington and Lee University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | — | NONE | $226K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $99K | — |
| FIDELITY INV INST OPER COMPANY, INC |
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 Non Benefit Responsive Fixed Annuity Contract | Mutual Funds | — | — | $83.6M | 19.1% | |
| CREF Stock R2 Variable Annuity Contract | Mutual Funds | — | — | $48.6M | 11.1% | |
| Vanguard Inst Index Inst Registered Investment Companies | Mutual Funds | — | — | $28.6M | 6.6% | |
| CREF Stock R4 Variable Annuity Contract | Mutual Funds | — | — | $19.8M | 4.5% | |
| Nuveen Lifecycle Index 2040 R6 Registered Investment Companies | Mutual Funds | — | — | $13.3M | 3.0% | |
| Nuveen Lifecycle Index 2035 R6 Registered Investment Companies | Mutual Funds | — | — | $13.1M | 3.0% | |
| Nuveen Lifecycle Index 2030 R6 Registered Investment Companies | Mutual Funds | — | — | $12.9M | 3.0% | |
| CREF Growth Variable Annuity Contract | Mutual Funds | — | — | $12.7M | 2.9% | |
| Vanguard Ttl Intl Stk Idx Inst Registered Investment Companies | Common Collective Trusts | — | — | $11.5M | 2.6% | |
| NYLI Winslow Large Cap Growth R6 Registered Investment Companies | Other securities | — | — | $10.4M | 2.4% | |
| Nuveen Lifecycle Index 2045 R6 Registered Investment Companies | Mutual Funds | — | — | $9.2M | 2.1% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract | Mutual Funds | — | — | $9.1M | 2.1% | |
| CREF Social Choice R2 Variable Annuity Contract | Mutual Funds | — | — | $8.7M | 2.0% | |
| Vanguard Wellington Adm Registered Investment Companies | Mutual Funds | — | — | $8.6M | 2.0% | |
| CREF Social Choice R4 Variable Annuity Contract | Mutual Funds | — | — | $7.8M | 1.8% | |
| Vanguard Small Cap Index Institutional Registered Investment Companies | Mutual Funds | — | — | $7.2M | 1.7% | |
| Cohen & Steers Institutional Realty Shares Registered Investment Companies | Other securities | — | — | $6.8M | 1.6% | |
| American Century Mid Cap Value R6 Registered Investment Companies | Other securities | — | — | $6.5M | 1.5% | |
| Vanguard Total Bond Market Index Institutional Registered Investment Companies | Mutual Funds | — | — | $6.5M | 1.5% | |
| CREF Global Equities Variable Annuity Contract | Mutual Funds | — | — | $6.3M | 1.4% | |
| Baird Core Plus Bond Fund Institutional Registered Investment Companies | Other securities | — | — | $6.2M | 1.4% | |
| Fidelity Freedom Index 2040 PRM Registered Investment Companies | Mutual Funds | — | — | $6.2M | 1.4% | |
| Nuveen Lifecycle Index 2050 R6 Registered Investment Companies | Mutual Funds | — | — | $6.1M | 1.4% | |
| CREF Equity Index Variable Annuity Contract | Common Collective Trusts | — | — | $6.0M | 1.4% | |
| MFS Value Fund R6 Registered Investment Companies | Mutual Funds | — | — | $5.9M | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.7M | 1.3% | |
| Nuveen Lifecycle Index 2025 R6 Registered Investment Companies | Mutual Funds | — | — | $5.2M | 1.2% | |
| Hartford International Opp R6 Registered Investment Companies | Other securities | — | — | $5.2M | 1.2% | |
| Fidelity 500 Index Registered Investment Companies | Common Collective Trusts | — | — | $4.9M | 1.1% | |
| Vanguard Mid Cap Index Adm Registered Investment Companies | Mutual Funds | — | — | $4.2M | 1.0% | |
| Vanguard Federal Money Market Inv Registered Investment Companies | Mutual Funds | — | — | $4.1M | 0.9% | |
| DFA Emerging Markets Core Equity Portfolio Registered Investment Companies | Mutual Funds | — | — | $3.8M | 0.9% | |
| Fidelity Contrafund K6 Registered Investment Companies | Mutual Funds | — | — | $3.2M | 0.7% | |
| Fidelity Freedom Index 2035 PRM Registered Investment Companies | Mutual Funds | — | — | $2.9M | 0.7% | |
| Nuveen Lifecycle Index 2055 R6 Registered Investment Companies | Mutual Funds | — | — | $2.6M | 0.6% | |
| Vanguard FTSE Social Index ADM Registered Investment Companies | Mutual Funds | — | — | $2.5M | 0.6% | |
| Fidelity Freedom Index 2045 PRM Registered Investment Companies | Mutual Funds | — | — | $2.3M | 0.5% | |
| MassMutual Mid Cap Growth I Registered Investment Companies | Other securities | — | — | $2.3M | 0.5% | |
| Fidelity Freedom Index 2030 PRM Registered Investment Companies | Mutual Funds | — | — | $2.2M | 0.5% | |
| Fidelity Freedom Index 2050 PRM Registered Investment Companies | Mutual Funds | — | — | $2.2M | 0.5% | |
| PIMCO RAE US Small Institutional Class Registered Investment Companies | Mutual Funds | — | — | $1.8M | 0.4% | |
| Nuveen Lifecycle Index 2020 R6 Registered Investment Companies | Mutual Funds | — | — | $1.8M | 0.4% | |
| CREF Money Market Variable Annuity Contract | Mutual Funds | — | — | $1.4M | 0.3% | |
| Loomis Sayles Small Cap Growth N Registered Investment Companies | Other securities | — | — | $1.4M | 0.3% | |
| Fidelity Gov Money Market K6 Registered Investment Companies | Mutual Funds | — | — | $1.3M | 0.3% | |
| TIAA-CREF Self Directed Account Registered Investment Companies | Self-Directed Brokerage | — | — | $1.2M | 0.3% | |
| Fidelity Mid Cap Index Registered Investment Companies | Mutual Funds | — | — | $1.2M | 0.3% | |
| CREF Core Bond Variable Annuity Contract | Mutual Funds | — | — | $997K | 0.2% | |
| Fidelity Freedom Index 2055 PRM Registered Investment Companies | Mutual Funds | — | — | $969K | 0.2% | |
| Fidelity Freedom Index 2020 PRM Registered Investment Companies | Mutual Funds | — | — | $913K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2647786 |
| — |
| NONE |
| $52K |
| — |
| INSERO AND COMPANY, CPAS, P.C. | 16-1016457 | — | NONE | $17K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $8K | — |
