Michael Crocker signed Spartan Methodist College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spartan Methodist College's EIN is 57-0314415.
Download the official 2024 Form 5500 (PDF) for Spartan Methodist College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spartan Methodist College's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 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-CREF | 13-1624203 | — | N/A | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSETS ADVISORY SERVICES | 38-3470125 | — | N/A | $9K | — |
| USI CONSULTING GROUP | 06-1053228 |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Vanguard 500 Index Adm + | Common Collective Trusts | — | — | $2.7M | 20.3% | |
| s * TIAA Guaranteed Annuity Non-Benefit Responsive 1 + | Insurance Contracts | — | — | $2.4M | 17.5% | |
| Charles Schwab Vanguard Total Int'l Stock Index Adm + | Mutual Funds | — | — | $1.8M | 13.3% | |
| Registered Investments Companies (Mutual Funds) * CREF Stock R1 + | Mutual Funds | — | — | $1.6M | 11.6% | |
| TIAA Guaranteed Annuity Benefit Responsive 2 + | Mutual Funds | — | — | $1.5M | 11.4% | |
| CREF Growth R1 + | Mutual Funds | — | — | $581K | 4.3% | |
| TIAA Guaranteed Annuity Benefit Responsive 1 + | Mutual Funds | — | — | $475K | 3.5% | |
| Charles Schwab Vanguard Total Bond Mkt Index Adm + | Mutual Funds | — | — | $397K | 2.9% | |
| Charles Schwab Vanguard Mid Cap Index Fund Adm + | Common Collective Trusts | — | — | $349K | 2.6% | |
| Charles Schwab AllianceBernstein Bond Inflation Strategy A + | Mutual Funds | — | — | $254K | 1.9% | |
| CREF Equity Index R1 + | Common Collective Trusts | — | — | $197K | 1.4% | |
| Interest Bearing Cash (Money Markets) * TIAA CREF Money Market + | Mutual Funds | — | — | $180K | 1.3% | |
| CREF Global Equities R1 + | Mutual Funds | — | — | $148K | 1.1% | |
| Standard Insurance Standard Stable Asset Class 5 + | Other securities | — | — | $132K | 1.0% | |
| Charles Schwab Nuveen Real Estate Securities Sel R + | Mutual Funds | — | — | $106K | 0.8% | |
| Charles Schwab Fidelity Adv Freedom 2045 A + | Mutual Funds | — | — | $100K | 0.7% | |
| TIAA Access Nuv LifCyc 2030 T4 + | Mutual Funds | — | — | $76K | 0.6% | |
| Charles Schwab Fidelity Adv Freedom 2025 A + | Mutual Funds | — | — | $69K | 0.5% | |
| Charles Schwab Vanguard Growth Index Adm + | Mutual Funds | — | — | $68K | 0.5% | |
| TIAA Guaranteed Annuity Non-Benefit Responsive 2 + | Mutual Funds | — | — | $60K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $47K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 + | Mutual Funds | — | — | $33K | 0.2% | |
| Charles Schwab Trust Cash Account | Mutual Funds | — | — | $28K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 + | Mutual Funds | — | — | $20K | 0.1% | |
| Charles Schwab Fidelity Adv Freedom 2040 A + | Mutual Funds | — | — | $18K | 0.1% | |
| CREF Core Bond R1 + | Mutual Funds | — | — | $17K | 0.1% | |
| CREF Social Choice R1 + | Mutual Funds | — | — | $17K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T4 + | Mutual Funds | — | — | $16K | 0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 + | Mutual Funds | — | — | $15K | 0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 + | Mutual Funds | — | — | $14K | 0.1% | |
| Participant Loan Notes Interest Rates at 9.50% - | Bonds / Notes | — | — | $13K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 + | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T4 + | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 + | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 + 194 * TIAA Access Nuv LifCyc 2020 T4 + | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Nuv Core Equity T4 + | Mutual Funds | — | — | $6K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2030 A + | Mutual Funds | — | — | $6K | <0.1% | |
| Charles Schwab Vanguard Small Cap Index Adm + | Mutual Funds | — | — | $6K | <0.1% | |
| CREF Inflation-Linked Bond R1 + | Mutual Funds | — | — | $4K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2035 A + | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 + | Mutual Funds | — | — | $3K | <0.1% | |
| Charles Schwab Invesco Small Cap Value A + | Mutual Funds | — | — | $2K | <0.1% | |
| Charles Schwab PIMCO Income A + | Mutual Funds | — | — | $1K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2050 A + 554 * Charles Schwab Fidelity Adv Freedom 2055 A + 922 * Charles Schwab Fidelity Adv Freedom 2065 A + 505 * Charles Schwab Fidelity Adv Value Strategies + | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| N/A |
| $8K |
| — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | N/A | $2K | — |
