Katie Germana signed Davidson College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davidson College's EIN is 56-0529961.
Download the official 2024 Form 5500 (PDF) for Davidson College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davidson College's plan includes a 403(b) annuity, 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 | 13-1624203 | — | RECORDKEEPER | $49K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 |
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.
| — |
| INVESTMENT ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG CPA, PLLC | 81-1806291 | — | AUDITOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $16.7M | 12.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $13.2M | 9.4% | |
| CREF Stock R2 | Mutual Funds | — | — | $11.4M | 8.2% | |
| Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $8.8M | 6.3% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $7.3M | 5.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.6M | 4.0% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $5.6M | 4.0% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $4.9M | 3.5% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $4.7M | 3.4% | |
| AF EuroPacific Growth R5 | Other securities | — | — | $4.4M | 3.1% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $3.4M | 2.4% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.2M | 2.3% | |
| VANGUARD INST INDEX | Mutual Funds | — | — | $3.1M | 2.2% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $2.9M | 2.0% | |
| VANG TARGET RET 2025 | Other securities | — | — | $2.7M | 1.9% | |
| VANG TARGET RET 2035 | Other securities | — | — | $2.5M | 1.8% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.3M | 1.7% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.2M | 1.6% | |
| VANG TARGET RET 2050 | Other securities | — | — | $2.1M | 1.5% | |
| VANG TARGET RET 2040 | Other securities | — | — | $1.9M | 1.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $1.8M | 1.3% | |
| VANG TARGET RET 2045 | Other securities | — | — | $1.7M | 1.2% | |
| VANG TARGET RET 2055 | Other securities | — | — | $1.7M | 1.2% | |
| PGIM Total Return Bond Z | Other securities | — | — | $1.7M | 1.2% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $1.6M | 1.2% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $1.6M | 1.1% | |
| VANG TARGET RET 2030 | Other securities | — | — | $1.6M | 1.1% | |
| VANG EXT MKT IDX ADM | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $1.0M | 0.7% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $1.0M | 0.7% | |
| FID CONTRAFUND | Mutual Funds | — | — | $936K | 0.7% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $886K | 0.6% | |
| VANG TARGET RET 2065 | Other securities | — | — | $808K | 0.6% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $801K | 0.6% | |
| VANG TOT BD MKT ADM | Other securities | — | — | $683K | 0.5% | |
| CREF Money Market R2 | Mutual Funds | — | — | $659K | 0.5% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $494K | 0.4% | |
| VANG TOT INTL STK IS | Other securities | — | — | $484K | 0.3% | |
| FID BALANCED | Mutual Funds | — | — | $457K | 0.3% | |
| VANG TARGET RET 2020 | Other securities | — | — | $415K | 0.3% | |
| VANG TARGET RET 2060 | Other securities | — | — | $356K | 0.3% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $346K | 0.2% | |
| AF EUROPAC GROWTH R5 | Other securities | — | — | $289K | 0.2% | |
| PGIM TOTAL RTN BD Z | Other securities | — | — | $243K | 0.2% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $163K | 0.1% | |
| Participant Loans | Participant loans | — | — | $154K | 0.1% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $139K | <0.1% | |
| VANG TARGET RET INC | Common Stocks | — | — | $130K | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | — | $123K | <0.1% |
