Cristina Elgarresta signed University of Miami's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Miami's EIN is 59-0624458.
Download the official 2024 Form 5500 (PDF) for University of Miami from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Miami's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO LLC | 04-2647786 | — | RECORDKEEPER | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $16.6M | 12.9% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $16.3M | 12.7% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $13.9M | 10.9% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $11.8M | 9.2% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $11.0M | 8.6% | |
| Fidelity Vanguard Institutional Index Plus | Mutual Funds | — | — | $11.0M | 8.6% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $8.9M | 6.9% | |
| Fidelity Vanguard Russell 1000 Value Index | Common Collective Trusts | — | — | $6.8M | 5.3% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $6.1M | 4.8% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $4.2M | 3.3% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $2.9M | 2.3% | |
| Participant loans at 4.25% to 9.50% maturing through 2042 | Bonds / Notes | — | — | $2.6M | 2.0% | |
| Fidelity Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.3M | 1.8% | |
| Fidelity Dodge & Cox Income Fund | Mutual Funds | — | — | $2.1M | 1.6% | |
| Fidelity Vanguard Total International Stock Index | Mutual Funds | — | — | $1.6M | 1.3% | |
| Fidelity Dodge & Cox International Stock Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| Fidelity Vanguard 500 Index | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $1.4M | 1.1% | |
| Fidelity Vanguard Total Bond Market Institutional | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fidelity Vanguard Small-Cap Value Index | Mutual Funds | — | — | $1.1M | 0.8% | |
| Fidelity Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $859K | 0.7% | |
| BrokerageLink | Other securities | — | — | $739K | 0.6% | |
| Fidelity American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $594K | 0.5% | |
| Fidelity Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $455K | 0.4% | |
| Contributions receivable | Other securities | — | — | $204K | 0.2% | |
| Fidelity Lord Abbett Short Duration Income | Mutual Funds | — | — | $185K | 0.1% | |
| CREF Money Market R3 | Mutual Funds | — | — | $127K | <0.1% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $98K | <0.1% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $81K | <0.1% | |
| TIAA-CREF TIAA Traditional | Mutual Funds | — | — | $68K | <0.1% | |
| CREF Stock R3 | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Freedom Income Index | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Freedom Index 2070 | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
