Robert Wallett signed Catawba College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catawba College's EIN is 56-0530251.
Download the official 2024 Form 5500 (PDF) for Catawba College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catawba College's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC | 13-5657518 | — | NONE | $33K | — |
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-Fully Benefit-Responsive | Mutual Funds | — | — | $11.9M | 25.5% | |
| CREF Stock R1 | Mutual Funds | — | — | $6.7M | 14.3% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $3.6M | 7.8% | |
| American Fds 2035 Tar Ret R6 | Other securities | — | — | $2.5M | 5.3% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $2.1M | 4.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.1M | 4.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 3.5% | |
| American Fds 2040 Tar Ret R6 | Other securities | — | — | $1.6M | 3.4% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| American Fds 2045 Tar Ret R6 | Other securities | — | — | $1.3M | 2.8% | |
| TIAA Traditional Fully Benefit-Responsive | Mutual Funds | — | — | $1.3M | 2.7% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $1.3M | 2.7% | |
| Nuveen Equity Index R6 | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Transamerica Sm/Mid Cap Val R6 | Other securities | — | — | $1.0M | 2.1% | |
| American Fds 2030 Tar Ret R6 | Other securities | — | — | $987K | 2.1% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $978K | 2.1% | |
| American Fds 2050 Tar Ret R6 | Other securities | — | — | $829K | 1.8% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $610K | 1.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $581K | 1.2% | |
| American Fds 2055 Tar Ret R6 | Other securities | — | — | $555K | 1.2% | |
| American Fds 2025 Tar Ret R6 | Other securities | — | — | $410K | 0.9% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $404K | 0.9% | |
| American Fds 2010 Tar Ret R6 | Other securities | — | — | $329K | 0.7% | |
| American Fds 2060 Tar Ret R6 | Other securities | — | — | $298K | 0.6% | |
| CREF Money Market R1 | Mutual Funds | — | — | $261K | 0.6% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $172K | 0.4% | |
| American Funds 2065 Tar Ret R6 | Mutual Funds | — | — | $131K | 0.3% | |
| American EuroPac Growth R6 | Other securities | — | — | $116K | 0.2% | |
| Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $109K | 0.2% | |
| Alger Weatherbie Spec Grw Z | Other securities | — | — | $99K | 0.2% | |
| American Fds 2020 Tar Ret R6 | Other securities | — | — | $97K | 0.2% | |
| PIMCO Intl Bd USDolHed Inst | Mutual Funds | — | — | $59K | 0.1% | |
| Causeway International Value I | Other securities | — | — | $36K | <0.1% | |
| from Participants maturing through July 2028. | Other securities | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
