Chirstopher L. Gardner signed Wofford College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wofford College's EIN is 57-0314422.
Download the official 2024 Form 5500 (PDF) for Wofford College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wofford College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $16K | — |
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 Stock R2 | Mutual Funds | — | — | $16.1M | 14.8% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $15.3M | 14.1% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $14.9M | 13.7% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $10.1M | 9.3% | |
| Fully Benefit-Responsive | Other securities | — | — | $7.9M | 7.3% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $7.9M | 7.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $7.8M | 7.2% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $5.6M | 5.1% | |
| CREF Growth R2 | Mutual Funds | — | — | $5.0M | 4.6% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $4.6M | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 3.0% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.7M | 2.5% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $2.1M | 2.0% | |
| JPMorgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $2.0M | 1.8% | |
| American EuroPac Growth R6 | Other securities | — | — | $1.8M | 1.7% | |
| Nuveen Real Est Sec Sel R6 | Mutual Funds | — | — | $1.2M | 1.1% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $1.2M | 1.1% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| Nuveen Core Equity R6 | Mutual Funds | — | — | $992K | 0.9% | |
| Nuveen Large Cap Growth R6 | Mutual Funds | — | — | $877K | 0.8% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $714K | 0.7% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $623K | 0.6% | |
| Delware Small Cap Value R6 | Other securities | — | — | $470K | 0.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $463K | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $431K | 0.4% | |
| CREF Money Market R2 | Mutual Funds | — | — | $365K | 0.3% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $342K | 0.3% | |
| Blackrock Mid Cap Growth Eq K | Other securities | — | — | $303K | 0.3% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $121K | 0.1% | |
| Loomis Sayles Sm Cap Growth | Other securities | — | — | $62K | <0.1% | |
| September 2029. | Other securities | — | — | $52K | <0.1% | |
| TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $28K | <0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
