Pete Stobie signed Oglethorpe University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oglethorpe University's EIN is 58-0568698.
Download the official 2024 Form 5500 (PDF) for Oglethorpe University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oglethorpe University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract # | Mutual Funds | — | — | $5.1M | 12.4% | |
| CREF Stock Mutual Fund # | Mutual Funds | — | — | $4.4M | 10.7% | |
| Vanguard 500 Index Admiral Class Mutual Fund # | Common Collective Trusts | — | — | $2.5M | 6.0% | |
| CREF Growth Mutual Fund # | Mutual Funds | — | — | $2.2M | 5.4% | |
| Nuveen Lifecycle 2040 Mutual Fund # | Mutual Funds | — | — | $2.2M | 5.3% | |
| Nuveen Lifecycle 2030 Mutual Fund # | Mutual Funds | — | — | $2.0M | 4.8% | |
| Nuveen Lifecycle 2035 Mutual Fund # | Mutual Funds | — | — | $1.8M | 4.4% | |
| JPMorgan US Equity Class R6 Mutual Fund # | Other securities | — | — | $1.8M | 4.4% | |
| Nuveen Lifecycle 2025 Mutual Fund # | Mutual Funds | — | — | $1.7M | 4.2% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund # | Mutual Funds | — | — | $1.6M | 4.0% | |
| Nuveen Lifecycle 2045 Mutual Fund # | Mutual Funds | — | — | $1.6M | 3.9% | |
| Vanguard Treasury Money Market Investor Shares Mutual Fund # | Mutual Funds | — | — | $1.4M | 3.4% | |
| Nuveen Lifecycle 2050 Mutual Fund # | Mutual Funds | — | — | $1.2M | 2.8% | |
| CREF Global Equities Mutual Fund # | Mutual Funds | — | — | $1.0M | 2.5% | |
| CREF Equity Index Mutual Fund # | Common Collective Trusts | — | — | $1.0M | 2.5% | |
| Janus Henderson Balanced Class N Mutual Fund # | Mutual Funds | — | — | $1.0M | 2.5% | |
| Nuveen Lifecycle 2055 Mutual Fund # | Mutual Funds | — | — | $943K | 2.3% | |
| CREF Social Choice Mutual Fund # | Mutual Funds | — | — | $940K | 2.3% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund # | Mutual Funds | — | — | $936K | 2.3% | |
| CREF Core Bond Mutual Fund # | Mutual Funds | — | — | $826K | 2.0% | |
| Nuveen Lifecycle 2060 Mutual Fund # | Mutual Funds | — | — | $627K | 1.5% | |
| Baird Core Plus Bond Class Institutional Mutual Fund # | Other securities | — | — | $605K | 1.5% | |
| Nuveen Lifecycle 2015 Mutual Fund # | Mutual Funds | — | — | $521K | 1.3% | |
| Vanguard Intermediate Term Bond Index Admiral Shares Mutual Fund # | Mutual Funds | — | — | $498K | 1.2% | |
| Vanguard Total International Stock Index Admiral Shares Mutual Fund # | Mutual Funds | — | — | $434K | 1.0% | |
| Nuveen Lifecycle 2065 Mutual Fund # | Mutual Funds | — | — | $387K | 0.9% | |
| CREF Money Market Money Market Fund # | Mutual Funds | — | — | $365K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $311K | 0.8% | |
| American Funds Europacific Growth Class R6 Mutual Fund # | Mutual Funds | — | — | $294K | 0.7% | |
| Nuveen Lifecycle 2020 Mutual Fund # | Mutual Funds | — | — | $258K | 0.6% | |
| JPmorgan Emerging Markets Equity Class R6 Mutual Fund # | Other securities | — | — | $184K | 0.4% | |
| CREF Inflation-Linked Bond Mutual Fund # | Mutual Funds | — | — | $183K | 0.4% | |
| Notes receivable from participants Maturity dates ranging from 2025 through 2039 Interest Rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $147K | 0.4% | |
| PGIM Global Real Estate Class R6 Mutual Fund # | Other securities | — | — | $141K | 0.3% | |
| Nuveen Lifecycle 2010 Mutual Fund # | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
