Michael Bolduc signed Lynn University, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lynn University, Inc.'s EIN is 59-1023117.
Download the official 2024 Form 5500 (PDF) for Lynn University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lynn University, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Non-benefit responsive contracts | Other securities | — | — | $13.0M | 14.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $9.3M | 10.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $8.8M | 9.9% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $6.2M | 7.0% | |
| Nuveen LfCycle Ix 2035-Inst | Mutual Funds | — | — | $5.6M | 6.4% | |
| Nuveen LfCycle Ix 2040-Inst | Mutual Funds | — | — | $5.5M | 6.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $4.3M | 4.8% | |
| Nuveen LfCycle Ix 2045-Inst | Mutual Funds | — | — | $4.2M | 4.8% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.7M | 4.1% | |
| John Hancock Disciplnd Val R6 | Other securities | — | — | $2.9M | 3.3% | |
| Nuveen LfCycle Ix 2050-Inst | Mutual Funds | — | — | $2.8M | 3.1% | |
| Harbor Capital Appreciatn Inst | Other securities | — | — | $2.6M | 3.0% | |
| Nuveen LfCycle Ix 2030-Inst | Mutual Funds | — | — | $2.6M | 2.9% | |
| Nuveen LfCycle Ix 2020-Inst | Mutual Funds | — | — | $2.2M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 2.3% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $1.9M | 2.1% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $1.9M | 2.1% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.8M | 2.1% | |
| MFS International Growth Cl R6 | Mutual Funds | — | — | $1.8M | 2.0% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.7M | 2.0% | |
| Nuveen LfCycle Ix 2025-Inst | Mutual Funds | — | — | $1.6M | 1.8% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.5M | 1.7% | |
| MFS Mid Cap Value R3 | Mutual Funds | — | — | $1.5M | 1.7% | |
| MFS Intl Intrinsic Value R3 | Mutual Funds | — | — | $1.5M | 1.7% | |
| Nuveen LfCycle Ix 2055-Inst | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $1.2M | 1.4% | |
| Nuveen LfCycle Ix 2015-Inst | Mutual Funds | — | — | $1.1M | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| Fully benefit responsive contracts | Other securities | — | — | $874K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $859K | 1.0% | |
| MFS Mid Cap Growth FdClass R | Mutual Funds | — | — | $749K | 0.8% | |
| CREF Money Market R1 | Mutual Funds | — | — | $740K | 0.8% | |
| from August 2024 to November 2028 | Other securities | — | — | $663K | 0.8% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | Participant loans | — | — | $663K | 0.8% | |
| Principal Sm Cap Value II Inst | Other securities | — | — | $649K | 0.7% | |
| Nuveen LfCycle Ix 2060-Inst | Mutual Funds | — | — | $494K | 0.6% | |
| MassMutual Small Cap Gr Eq R5 | Other securities | — | — | $378K | 0.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $340K | 0.4% | |
| Nuveen LfCyc Ix Ret Inc R6 | Mutual Funds | — | — | $332K | 0.4% | |
| Nuveen LfCycle Ix 2010-Inst | Mutual Funds | — | — | $216K | 0.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $162K | 0.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $136K | 0.2% | |
| Nuveen LfCycle Ix 2065 R6 | Mutual Funds | — | — | $82K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
