Palm Beach Atlantic University, Inc.'s EIN is 59-1092732.
Download the official 2024 Form 5500 (PDF) for Palm Beach Atlantic University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Palm Beach Atlantic University, Inc.'s plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC. | — | ITASCA, IL | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $74.9M | 89.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $732K | 0.9% | |
| [Assets held in pooled separate account] | Other | — | — | $520K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF - 365195 · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $516K | 0.6% | |
| [Assets held in participant loans] | Other | — | — | $460K | 0.5% | |
| GUIDESTONE CAPITAL PRESERVATION GUIDESTONE FINANCIAL RESOURCES · EIN 75-0939949 / PN 000 | Pooled Separate Account | — | — | $121K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF - 365196 · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | 14-1918990 | WEST PALM BEACH, FL | NONE | $10K | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLC | 33-1151291 | — | NONE | $0 | — |
