David Mauger signed Montreat College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montreat College's EIN is 56-0543261.
Download the official 2024 Form 5500 (PDF) for Montreat College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montreat College's plan includes a 401(k) feature, 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-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCEVILLE, KS | NONE | $15K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA | Mutual Funds | — | — | $1.8M | 18.6% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.2M | 12.3% | |
| CREF Growth R1 | Mutual Funds | — | — | $850K | 8.8% | |
| Franklin Growth Series - Class A | Mutual Funds | — | — | $536K | 5.5% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $532K | 5.5% | |
| TIAA | Mutual Funds | — | — | $478K | 5.0% | |
| State Street Equity 500 Index K | Common Collective Trusts | — | — | $438K | 4.5% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $398K | 4.1% | |
| Nuveen International Equity Index R6 | Common Collective Trusts | — | — | $392K | 4.1% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $323K | 3.3% | |
| TIAA Access Nuv Lifecycle 2050 T4 | Mutual Funds | — | — | $296K | 3.1% | |
| Multimanager Aggressive Equity | Other securities | — | — | $240K | 2.5% | |
| TIAA Access Nuv Lifecycle 2040 T4 | Mutual Funds | — | — | $179K | 1.9% | |
| TIAA Access Nuv Lifecycle 2035 T4 | Mutual Funds | — | — | $170K | 1.8% | |
| TIAA Access Nuv Lifecycle 2045 T4 | Mutual Funds | — | — | $138K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $131K | 1.4% | |
| Equitable Life Insurance Company | Common Stocks | — | — | $114K | 1.2% | |
| State Street Small Mid Cap Equity Index K | Common Collective Trusts | — | — | $104K | 1.1% | |
| TIAA Access Nuv Lifecycle 2030 T4 | Mutual Funds | — | — | $98K | 1.0% | |
| TIAA Access Nuv RIEstSecSel T4 | Mutual Funds | — | — | $71K | 0.7% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $64K | 0.7% | |
| CREF Money Market R1 | Mutual Funds | — | — | $61K | 0.6% | |
| Vanguard Ttl Intl Bnd Idx Adm | Common Collective Trusts | — | — | $58K | 0.6% | |
| TIAA Access Nuv Lifecycle 2015 T4 | Mutual Funds | — | — | $56K | 0.6% | |
| TIAA Access Nuv LgCp Res Eq T4 | Mutual Funds | — | — | $55K | 0.6% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | Mutual Funds | — | — | $54K | 0.6% | |
| EQ Common Stock Index | Common Stocks | — | — | $48K | 0.5% | |
| TIAA Access Nuv Lifecycle 2020 T4 | Mutual Funds | — | — | $45K | 0.5% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | — | $44K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Idx T4 | Common Collective Trusts | — | — | $43K | 0.4% | |
| TIAA Access Nuv Lifecycle 2055 T4 | Mutual Funds | — | — | $42K | 0.4% | |
| Franklin Dynatech Fund - Class A | Mutual Funds | — | — | $38K | 0.4% | |
| AXA Large Cap Growth Managed Volume | Other securities | — | — | $38K | 0.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $35K | 0.4% | |
| DFA LTIP Port Institutional | Mutual Funds | — | — | $34K | 0.4% | |
| AXA Moderate Allocation | Other securities | — | — | $34K | 0.4% | |
| AXA AllianceBernstein Small Cap Growth | Other securities | — | — | $32K | 0.3% | |
| TIAA Access Nuv Lifecycle 2025 T4 | Mutual Funds | — | — | $31K | 0.3% | |
| TIAA Access Nuv Lg-Cap Gr T4 | Mutual Funds | — | — | $31K | 0.3% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $30K | 0.3% | |
| TIAA-CREF Self Directed Account | Self-Directed Brokerage | — | — | $28K | 0.3% | |
| State Street Aggregate Bond Index K | Other securities | — | — | $28K | 0.3% | |
| TIAA Access Nuv Lifecycle 2060 T4 | Mutual Funds | — | — | $25K | 0.3% | |
| Participant loans | Participant loans | — | — | $25K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $23K | 0.2% | |
| Franklin US Government Money Fund - Class A | Mutual Funds | — | — | $22K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T4 | Mutual Funds | — | — | $20K | 0.2% | |
| EQ International Equity Index | Common Collective Trusts | — | — | $17K | 0.2% | |
| TIAA Access Nuv Lg-Cap Val T4 | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Small-Cap Growth Index Admiral | Mutual Funds | — | — | $14K | 0.1% |
