Kristin Lacey signed Converse College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Converse College's EIN is 57-0314380.
Download the official 2024 Form 5500 (PDF) for Converse College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Converse College's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $34K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $96 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES | 38-3470125 | — |
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.
| ADVISOR |
| $23K |
| — |
