Kenneth E. Buchanan signed University of Mount Olive's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Mount Olive's EIN is 56-0623936.
Download the official 2024 Form 5500 (PDF) for University of Mount Olive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Mount Olive's plan includes profit-sharing, a 401(k) feature, 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 | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.2M | 7.9% | |
| TIAA Nuveen S&P 500 Index R6 | Common Collective Trusts | — | — | $2.2M | 7.8% | |
| TIAA Stable Value | Stable Value | — | — | $2.0M | 7.3% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.7M | 6.0% | |
| T Rowe T Rowe Price New Horizons I | Mutual Funds | — | — | $1.5M | 5.5% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.5M | 5.4% | |
| MFS Value R3 | Mutual Funds | — | — | $1.4M | 5.1% | |
| American AM FDS Cap Wrld GRW AND INC R6 | Common Stocks | — | — | $1.4M | 4.9% | |
| GREAT GRAY TRUST MID CAP VALUE SELE GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783919 / PN 945 | Common Collective Trust | — | — | $1.0M | 3.6% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $945K | 3.4% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $886K | 3.2% | |
| T Rowe T Rowe Price Mid Cap Growth I | Mutual Funds | — | — | $715K | 2.5% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $699K | 2.5% | |
| Baird Core Plus Bond Fund Inst | Other securities | — | — | $696K | 2.5% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $693K | 2.5% | |
| CREF Money Market R1 | Mutual Funds | — | — | $629K | 2.2% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $617K | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $616K | 2.2% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $602K | 2.1% | |
| SMALL CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $514K | 1.8% | |
| CREF Growth R1 | Mutual Funds | — | — | $505K | 1.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $500K | 1.8% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $499K | 1.8% | |
| CREF Stock R4 | Mutual Funds | — | — | $452K | 1.6% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $380K | 1.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $372K | 1.3% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $360K | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $291K | 1.0% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $291K | 1.0% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $283K | 1.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $265K | 0.9% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $232K | 0.8% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $229K | 0.8% | |
| CREF Money Market R4 | Mutual Funds | — | — | $170K | 0.6% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $123K | 0.4% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $112K | 0.4% | |
| Pioneer Strategic Income Y | Other securities | — | — | $101K | 0.4% | |
| Participant loans*** * Participant loans 4.25% - 9.50%; maturing through 2031 | Bonds / Notes | — | — | $96K | 0.3% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $95K | 0.3% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $50K | 0.2% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $23K | <0.1% | |
| Designates party-in-interest. ** All investments are participant directed; therefore, cost information has not been presented. *** Net of $13,156 in deemed loan distributions. | Other securities | — | — | $13K | <0.1% | |
| PRINCIPAL DIVERS REAL ASSET INSTL C MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 580 | Common Collective Trust | — | — | $9K | <0.1% |
