Debra Yeatts signed Methodist University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Methodist University's EIN is 56-0657294.
Download the official 2024 Form 5500 (PDF) for Methodist University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Methodist University's plan includes a 403(b) annuity, 403(b) custodial accounts, 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 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISOR | $39K | — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — |
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 | Mutual Funds | — | — | $13.0M | 20.5% | |
| TIAA | Mutual Funds | — | — | $9.2M | 14.5% | |
| CREF | Mutual Funds | — | — | $7.9M | 12.5% | |
| State Street | Other securities | — | — | $5.9M | 9.4% | |
| State Street | Other securities | — | — | $5.0M | 7.8% | |
| CREF | Mutual Funds | — | — | $4.6M | 7.2% | |
| CREF | Mutual Funds | — | — | $2.9M | 4.6% | |
| CREF | Mutual Funds | — | — | $1.7M | 2.7% | |
| CREF | Mutual Funds | — | — | $1.4M | 2.1% | |
| State Street | Other securities | — | — | $1.1M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $970K | 1.5% | |
| Vanguard | Mutual Funds | — | — | $849K | 1.3% | |
| CREF | Mutual Funds | — | — | $831K | 1.3% | |
| T Rowe | Other securities | — | — | $744K | 1.2% | |
| State Street | Other securities | — | — | $702K | 1.1% | |
| TIAA | Mutual Funds | — | — | $653K | 1.0% | |
| CREF | Mutual Funds | — | — | $525K | 0.8% | |
| TIAA | Mutual Funds | — | — | $416K | 0.7% | |
| TIAA | Mutual Funds | — | — | $380K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $315K | 0.5% | |
| TIAA | Mutual Funds | — | — | $292K | 0.5% | |
| CREF | Mutual Funds | — | — | $290K | 0.5% | |
| TIAA | Mutual Funds | — | — | $272K | 0.4% | |
| TIAA | Mutual Funds | — | — | $271K | 0.4% | |
| TIAA | Mutual Funds | — | — | $266K | 0.4% | |
| CREF | Mutual Funds | — | — | $263K | 0.4% | |
| TIAA | Mutual Funds | — | — | $260K | 0.4% | |
| BlackRock | Other securities | — | — | $252K | 0.4% | |
| TIAA | Mutual Funds | — | — | $228K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $216K | 0.3% | |
| TIAA | Mutual Funds | — | — | $208K | 0.3% | |
| TIAA | Mutual Funds | — | — | $187K | 0.3% | |
| TIAA | Mutual Funds | — | — | $168K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $136K | 0.2% | |
| TIAA | Mutual Funds | — | — | $117K | 0.2% | |
| Alliance Bernstein | Other securities | — | — | $98K | 0.2% | |
| CREF | Mutual Funds | — | — | $90K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $88K | 0.1% | |
| Participant | Other securities | — | — | $79K | 0.1% | |
| MFS | Mutual Funds | — | — | $68K | 0.1% | |
| TIAA | Mutual Funds | — | — | $63K | 0.1% | |
| TIAA | Mutual Funds | — | — | $62K | <0.1% | |
| MFS | Mutual Funds | — | — | $62K | <0.1% | |
| TIAA | Mutual Funds | — | — | $60K | <0.1% | |
| TIAA | Mutual Funds | — | — | $56K | <0.1% | |
| TIAA | Mutual Funds | — | — | $47K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $46K | <0.1% | |
| TIAA | Mutual Funds | — | — | $39K | <0.1% | |
| TIAA | Mutual Funds | — | — | $25K | <0.1% | |
| DFA | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES | 54-0737372 | — | ACCOUNTING | $27K | — |
