Warren Wilson College, Inc.'s EIN is 56-0767736.
Download the official 2024 Form 5500 (PDF) for Warren Wilson College, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Warren Wilson College, Inc.'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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SVCS | 38-3470125 | — | NONE | $33K | — |
| FLEXPATH STRATEGIES | 92-6562689 |
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.
| — |
| NONE |
| $11K |
| — |
| CHERRY BEKAERT LLP | 56-0574444 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $8.1M | 19.4% | |
| State Street Equity 500 Indx K | Other securities | — | — | $5.1M | 12.3% | |
| CREF Stock R2 | Mutual Funds | — | — | $3.9M | 9.3% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $3.5M | 8.4% | |
| State Street Cap Eq ExUS Idx K | Common Collective Trusts | — | — | $3.4M | 8.2% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $1.7M | 4.2% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $1.4M | 3.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.4M | 3.4% | |
| CREF Growth R2 | Mutual Funds | — | — | $1.3M | 3.0% | |
| TIAA-CREF Nuveen Large Cap Gr Idx R6 | Common Collective Trusts | — | — | $1.1M | 2.6% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $851K | 2.0% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $715K | 1.7% | |
| State Street Aggrgte Bnd Idx K | Common Collective Trusts | — | — | $694K | 1.7% | |
| State Street Sm Md Cp Eq Idx K | Common Collective Trusts | — | — | $625K | 1.5% | |
| TIAA Stable Value | Stable Value | — | — | $603K | 1.4% | |
| TIAA Access Nuv Intl Equity T2 | Mutual Funds | — | — | $577K | 1.4% | |
| Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $418K | 1.0% | |
| TIAA Access Nuv Lrg Cap Val T2 | Mutual Funds | — | — | $398K | 1.0% | |
| TIAA Access Nuv LifCyc 2045 T2 | Mutual Funds | — | — | $382K | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $346K | 0.8% | |
| TIAA Access Nuv LifCyc 2010 T2 | Mutual Funds | — | — | $343K | 0.8% | |
| PIMCO Income Fd Institutional | Mutual Funds | — | — | $296K | 0.7% | |
| BlackRock iShares Developd Real Est Ix K | Other securities | — | — | $230K | 0.5% | |
| TIAA Access Nuv LifCyc 2015 T2 | Mutual Funds | — | — | $202K | 0.5% | |
| TIAA Access Nuv Qt Sm Cp Eq T2 | Mutual Funds | — | — | $184K | 0.4% | |
| TIAA-CREF Nuveen Real Est Sec Sel R6 181 * TIAA-CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $175K | 0.4% | |
| TIAA Access Nuv Mid Cap Val T2 | Mutual Funds | — | — | $170K | 0.4% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $159K | 0.4% | |
| MFS International Equity Fd R6 | Mutual Funds | — | — | $153K | 0.4% | |
| TIAA Access Nuv LifCyc 2050 T2 | Mutual Funds | — | — | $147K | 0.4% | |
| CREF Money Market R2 | Mutual Funds | — | — | $141K | 0.3% | |
| TIAA Access Nuv RlEstSecSel T2 | Mutual Funds | — | — | $132K | 0.3% | |
| TIAA Access Nuv LifCyc 2025 T2 | Mutual Funds | — | — | $123K | 0.3% | |
| TIAA Access Nuv LifCyc 2030 T2 | Mutual Funds | — | — | $120K | 0.3% | |
| TIAA Access Nuv Sm Cp Bl Ix T2 | Mutual Funds | — | — | $119K | 0.3% | |
| TIAA Access Nuv LifCyc 2035 T2 | Mutual Funds | — | — | $116K | 0.3% | |
| Brown Advisory Sus Grwth Instl | Other securities | — | — | $115K | 0.3% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $104K | 0.2% | |
| TIAA Access Nuv Lrg Cap Gr T2 | Mutual Funds | — | — | $91K | 0.2% | |
| TIAA-CREF Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $86K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T2 | Mutual Funds | — | — | $75K | 0.2% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $70K | 0.2% | |
| PGIM High Yield R6 | Other securities | — | — | $59K | 0.1% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $57K | 0.1% | |
| TIAA Access Nuv LifCyc 2020 T2 | Mutual Funds | — | — | $54K | 0.1% | |
| TIAA Access Nuv Core Pl Bd T2 | Mutual Funds | — | — | $43K | 0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $41K | <0.1% | |
| Morgan Stanley Glbl Fix Inc Opp I | Common Stocks | — | — | $41K | <0.1% | |
| and maturity through April 2029 | Other securities | — | — | $40K | <0.1% |
