Sharen Beaulieu signed Furman University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Furman University's EIN is 57-0314395.
Download the official 2024 Form 5500 (PDF) for Furman University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Furman University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISORY | $77K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIXON PEABODY LLP | 16-0764720 | ROCHESTER, NY | NONE | $50K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $54.6M | 15.8% | |
| TIAA CREF Stock R2 | Mutual Funds | — | — | $49.5M | 14.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $26.6M | 7.7% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $23.9M | 6.9% | |
| TIAA CREF Social Choice R2 | Mutual Funds | — | — | $16.0M | 4.6% | |
| Vanguard Target Reture 2040 | Mutual Funds | — | — | $15.1M | 4.3% | |
| Vanguard Target Reture 2045 | Mutual Funds | — | — | $10.7M | 3.1% | |
| Vanguard Target Reture 2035 | Mutual Funds | — | — | $10.3M | 3.0% | |
| Vanguard Ttl Intl Stk Idx Inst ZP | Common Collective Trusts | — | — | $9.6M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.6M | 2.8% | |
| MFS Value fund class R6 | Mutual Funds | — | — | $9.0M | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $8.9M | 2.6% | |
| Vanguard Extended Mkt Idx Inst PB | Common Collective Trusts | — | — | $8.8M | 2.5% | |
| JP Morgan Large Cap Growth R5 | Other securities | — | — | $8.6M | 2.5% | |
| John Hancock Discip V Md Cp R6 | Other securities | — | — | $7.9M | 2.3% | |
| TIAA CREF Growth R2 | Mutual Funds | — | — | $7.6M | 2.2% | |
| Vanguard Target Reture 2030 | Mutual Funds | — | — | $6.5M | 1.9% | |
| MFS Intl Intrinsic Value R6 | Mutual Funds | — | — | $5.9M | 1.7% | |
| Vanguard Target Reture 2050 | Mutual Funds | — | — | $5.6M | 1.6% | |
| American Europac Growth R6 | Other securities | — | — | $5.4M | 1.5% | |
| Vanguard Target Reture 2025 | Mutual Funds | — | — | $4.3M | 1.2% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $4.0M | 1.1% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $3.9M | 1.1% | |
| TIAA CREF Equity Index R2 | Common Collective Trusts | — | — | $3.7M | 1.1% | |
| Vanguard Small-Cap Val Inx Adm | Mutual Funds | — | — | $3.6M | 1.0% | |
| TIAA CREF Global Equities R2 | Mutual Funds | — | — | $3.3M | 0.9% | |
| TIAA and CREF TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $2.9M | 0.8% | |
| Vanguard Target Reture 2055 | Mutual Funds | — | — | $2.2M | 0.6% | |
| Loomis Sayles Sm Cap Growth N | Other securities | — | — | $1.7M | 0.5% | |
| Vanguard Target Reture 2020 | Mutual Funds | — | — | $1.6M | 0.5% | |
| Mass Mutual Selmidcapgr Eq II I | Other securities | — | — | $1.6M | 0.5% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $1.6M | 0.5% | |
| TIAA Money Market R2 | Mutual Funds | — | — | $1.4M | 0.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.1M | 0.3% | |
| TIAA CREF Bond Market R2 | Mutual Funds | — | — | $1.0M | 0.3% | |
| Vanguard Target Reture 2060 | Mutual Funds | — | — | $792K | 0.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $707K | 0.2% | |
| Fidelity Growth Company | Mutual Funds | — | — | $663K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $632K | 0.2% | |
| Fidelity Brokerage Link Acct | Self-Directed Brokerage | — | — | $475K | 0.1% | |
| Fidelity Gov Cash Reserve | Mutual Funds | — | — | $445K | 0.1% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $430K | 0.1% | |
| Vanguard Target Reture 2065 | Mutual Funds | — | — | $411K | 0.1% | |
| Fidelity and TIAA MFS Value R6 | Mutual Funds | — | — | $349K | 0.1% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $292K | <0.1% | |
| VALIC Growth Fund | Other securities | — | — | $252K | <0.1% | |
| Fidelity Intl Index | Mutual Funds | — | — | $228K | <0.1% | |
| VALIC Large Capital Growth | Other securities | — | — | $213K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $211K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $194K | <0.1% |
