Shannon Byers signed College Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
College Foundation, Inc.'s EIN is 56-6046937.
Download the official 2024 Form 5500 (PDF) for College Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)College Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLEGE FOUNDATION | 56-6046937 | — | PLAN ADMIN | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Variable Annuities CREF Stock R1 | Mutual Funds | — | — | $5.8M | 15.2% | |
| CREF Variable Annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $5.8M | 15.1% | |
| CREF Variable Annuities CREF Equity Index R1 | Common Collective Trusts | — | — | $3.4M | 9.0% | |
| CREF Variable Annuities CREF Global Equities R1 | Mutual Funds | — | — | $3.3M | 8.6% | |
| CREF Variable Annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.9M | 4.9% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $1.9M | 4.9% | |
| CREF Variable Annuities CREF Growth R1 | Mutual Funds | — | — | $1.6M | 4.3% | |
| CREF Variable Annuities Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $1.5M | 3.8% | |
| CREF Variable Annuities CREF Social Choice R1 | Mutual Funds | — | — | $1.4M | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 3.2% | |
| CREF Variable Annuities Eaton Vance Large Cap Value I | Mutual Funds | — | — | $1.0M | 2.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $963K | 2.5% | |
| CREF Variable Annuities PGIM Jennison Growth Z | Mutual Funds | — | — | $860K | 2.2% | |
| CREF Variable Annuities Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $740K | 1.9% | |
| CREF Variable Annuities Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $634K | 1.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $540K | 1.4% | |
| CREF Variable Annuities Nuveen Internal Equity Retire | Mutual Funds | — | — | $500K | 1.3% | |
| CREF Variable Annuities CREF Core Bond R1 | Mutual Funds | — | — | $496K | 1.3% | |
| CREF Variable Annuities Nuveen Emerg Mkts Eq Idx R6 | Common Collective Trusts | — | — | $466K | 1.2% | |
| CREF Variable Annuities AB Small Cap Growth Port I | Mutual Funds | — | — | $406K | 1.1% | |
| CREF Variable Annuities Janus Henderson Enterprise S | Mutual Funds | — | — | $396K | 1.0% | |
| CREF Variable Annuities Allspring Spec Small Cap Val Inst | Mutual Funds | — | — | $374K | 1.0% | |
| CREF Variable Annuities Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | — | $282K | 0.7% | |
| Fully Benefit Responsive Insurance Contract * CREF Variable Annuities TIAA Stable Value | Stable Value | — | — | $274K | 0.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $264K | 0.7% | |
| CREF Variable Annuities CREF Money Market R1 | Mutual Funds | — | — | $232K | 0.6% | |
| CREF Variable Annuities Lord Abbett Short Duration Income I | Mutual Funds | — | — | $228K | 0.6% | |
| CREF Variable Annuities Nuveen High Yield Retirement | Mutual Funds | — | — | $164K | 0.4% | |
| CREF Variable Annuities Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $159K | 0.4% | |
| CREF Variable Annuities Invesco Developing Markets R6 | Mutual Funds | — | — | $156K | 0.4% | |
| Notes receivable from participants through 2029 $0 | Other securities | — | — | $146K | 0.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $146K | 0.4% | |
| CREF Variable Annuities Guggenheim Total Ret Bd Instl | Mutual Funds | — | — | $141K | 0.4% | |
| CREF Variable Annuities Virtus KAR Intern Sml Mid Cp I | Mutual Funds | — | — | $139K | 0.4% | |
| CREF Variable Annuities Nuveen Lifecycle 2015 Retire | Mutual Funds | — | — | $116K | 0.3% | |
| CREF Variable Annuities Metropolitan West Total Return Bond I | Mutual Funds | — | — | $79K | 0.2% | |
| CREF Variable Annuities Plan Loan Default Fund | Mutual Funds | — | — | $61K | 0.2% | |
| CREF Variable Annuities Nuveen Lifecycle 2010 Retire | Mutual Funds | — | — | $42K | 0.1% | |
| CREF Variable Annuities PIMCO Commod RealRetStrat Inst | Mutual Funds | — | — | $15K | <0.1% | |
| CREF Variable Annuities Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $8K | <0.1% |
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