LISA Simon, CPA signed Wheeling University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wheeling University's EIN is 55-0394213.
Download the official 2024 Form 5500 (PDF) for Wheeling University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheeling University's plan includes a 403(b) annuity, a default investment (QDIA), ERISA 404(c) participant direction, 403(b) custodial accounts.
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 | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | PITTSBURGH, PA | ADVISOR | $34K | — |
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 Annuity (NFBR) | Mutual Funds | — | — | $10.9M | 25.2% | |
| CREF Stock Account | Mutual Funds | — | — | $8.1M | 18.6% | |
| CREF Growth Account | Mutual Funds | — | — | $4.4M | 10.1% | |
| Nuveen Lifecycle Index 2035-Retirement | Mutual Funds | — | — | $2.2M | 5.1% | |
| Nuveen Lifecycle Index 2025-Retirement | Mutual Funds | — | — | $1.7M | 4.0% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $1.5M | 3.3% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $1.3M | 3.1% | |
| Nuveen Lifecycle Index 2040-Retirement | Mutual Funds | — | — | $1.3M | 2.9% | |
| CREF Global Equities Account | Mutual Funds | — | — | $1.2M | 2.8% | |
| Nuveen Lifecycle Index 2030-Retirement | Mutual Funds | — | — | $911K | 2.1% | |
| TIAA Traditional Annuity (FBR) | Mutual Funds | — | — | $885K | 2.0% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $769K | 1.8% | |
| TIAA Stable Value (FBR) | Stable Value | — | — | $749K | 1.7% | |
| MFS International Equity Fund R6 | Mutual Funds | — | — | $736K | 1.7% | |
| CREF Social Choice Account | Mutual Funds | — | — | $663K | 1.5% | |
| Nuveen Lifecycle Index 2045-Retirement | Mutual Funds | — | — | $629K | 1.5% | |
| Nuveen Lifecycle Index 2050-Retirement | Mutual Funds | — | — | $573K | 1.3% | |
| Nuveen Lifecycle Index 2020-Retirement | Mutual Funds | — | — | $535K | 1.2% | |
| CREF Money Market Account | Mutual Funds | — | — | $490K | 1.1% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $458K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $441K | 1.0% | |
| CREF Core Bond Account | Mutual Funds | — | — | $407K | 0.9% | |
| Pioneer Bond Fund Class Y | Other securities | — | — | $391K | 0.9% | |
| Virtus Small Cap Instl | Other securities | — | — | $277K | 0.6% | |
| MFS Mid-Cap Value Fund R4 | Mutual Funds | — | — | $257K | 0.6% | |
| Nuveen Lifecycle Index 2055-Retirement | Mutual Funds | — | — | $233K | 0.5% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $203K | 0.5% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $191K | 0.4% | |
| Nuveen Quant Small Cap Equity-Retirement 420 * Nuveen Lifecycle Index 2010-Retirement | Mutual Funds | — | — | $177K | 0.4% | |
| MFS Value Fund R4 | Mutual Funds | — | — | $173K | 0.4% | |
| Nuveen Lifecycle Index 2015-Retirement | Mutual Funds | — | — | $144K | 0.3% | |
| The Hartford Strategic Income R5 | Other securities | — | — | $128K | 0.3% | |
| Nuveen Mid-Cap Value-Retirement 106 * Nuveen Money Market-Retirement | Mutual Funds | — | — | $127K | 0.3% | |
| MFS Global Real Estate - R3 | Mutual Funds | — | — | $93K | 0.2% | |
| JP Morgan Mid-Cap Growth Select | Other securities | — | — | $63K | 0.1% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $49K | 0.1% | |
| Nuveen Lifecycle Index 2060-Retirement | Mutual Funds | — | — | $47K | 0.1% | |
| Participant loans 4.25% to 9.50% - | Bonds / Notes | — | — | $41K | <0.1% | |
| Nuveen Lifecycle Index 2065-Retirement | Mutual Funds | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income-Retirement | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
