James Detuccio signed Saint Leo University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint Leo University's EIN is 59-1237047.
Download the official 2024 Form 5500 (PDF) for Saint Leo University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint Leo University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | CHARLOTTE, NC | SERVICE PROVIDER | $81K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Vangrd Instit Index Fnd Ins | Mutual Funds | — | — | $12.0M | 10.0% | |
| TIAA CREF TIAA Traditional Annuity | Mutual Funds | — | — | $11.3M | 9.5% | |
| TIAA CREF Stock | Mutual Funds | — | — | $8.3M | 6.9% | |
| JP Morgan Jpmorgan Lgcp Grw Fund R6 | Other securities | — | — | $7.0M | 5.9% | |
| Vanguard Vangrd Tot Int Stk In F Adm | Mutual Funds | — | — | $5.0M | 4.2% | |
| Voya Fixed Account (4452) | Other securities | — | — | $5.0M | 4.2% | |
| JP Morgan Jpmorgan Smartretire 2035 R6 | Other securities | — | — | $4.9M | 4.1% | |
| Variable Annuity Life Insurance Company VALIC-Fixed Account Plus | Common Stocks | — | — | $3.2M | 2.7% | |
| TIAA CREF Global Equities | Mutual Funds | — | — | $3.1M | 2.6% | |
| TIAA CREF Growth | Mutual Funds | — | — | $2.9M | 2.4% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | Mutual Funds | — | — | $2.6M | 2.2% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $2.6M | 2.1% | |
| JP Morgan Jp Morgan Diver Mid Cap Gr Sel | Mutual Funds | — | — | $2.5M | 2.1% | |
| JP Morgan Jp Morgan Smartretire 2025 R6 | Other securities | — | — | $2.3M | 2.0% | |
| JP Morgan Jpmorgan Smartretire 2045 R6 | Other securities | — | — | $2.2M | 1.9% | |
| TIAA CREF Equity Index | Common Collective Trusts | — | — | $2.2M | 1.8% | |
| JP Morgan Jpmorgan Smartretire 2030 R6 | Other securities | — | — | $1.9M | 1.6% | |
| JP Morgan Jpmorgan Equity Income R6 | Other securities | — | — | $1.7M | 1.4% | |
| JP Morgan Jpmorgan Smartretire 2050 R6 | Other securities | — | — | $1.7M | 1.4% | |
| JP Morgan Jp Morgan Smartretire 2020 R6 | Other securities | — | — | $1.7M | 1.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) 566 American Europacific Amer Funds Europac Growth R6 | Other securities | — | — | $1.6M | 1.4% | |
| JP Morgan Jpmorgan Smartretire 2055 R6 | Other securities | — | — | $1.6M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREG · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 1.2% | |
| Variable Annuity Life Insurance Company VALIC-Stock Index Fund | Common Collective Trusts | — | — | $1.2M | 1.0% | |
| TIAA CREF Bond Market | Mutual Funds | — | — | $1.1M | 1.0% | |
| Cohen&Steers Inst Ri Shares | Other securities | — | — | $1.1M | 0.9% | |
| Variable Annuity Life Insurance Company Principal Small Cap Grwth I R6 | Common Stocks | — | — | $989K | 0.8% | |
| JP Morgan Jp Morgan Smrtretrmt 2060 R6 | Other securities | — | — | $985K | 0.8% | |
| Invesco Valic-Oppenheimer Intl Sml Mid Co Y | Mutual Funds | — | — | $942K | 0.8% | |
| TIAA CREF Money Market | Mutual Funds | — | — | $910K | 0.8% | |
| Vanguard Shrt Trm Bnd Indx Adm | Mutual Funds | — | — | $750K | 0.6% | |
| TIAA CREF Inflation-Linked Bond | Mutual Funds | — | — | $740K | 0.6% | |
| Delaware Small Cap Value Instl | Other securities | — | — | $722K | 0.6% | |
| Neuberg Berm Strat Inc Fd R6 Registered Investment Company | Common Stocks | — | — | $705K | 0.6% | |
| maturing through March 2038 | Other securities | — | — | $618K | 0.5% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $566 LOAN FUND Participant Loans - Rates 8.75% to 9.50% | Bonds / Notes | — | — | $579K | 0.5% | |
| Vanguard Windsor II | Mutual Funds | — | — | $558K | 0.5% | |
| s - benefit responsive * TIAA CREF TIAA Traditional Annuity | Insurance Contracts | — | — | $538K | 0.5% | |
| Variable Annuity Life Insurance Company VALIC-Mid Cap Index Fund | Common Collective Trusts | — | — | $537K | 0.5% | |
| TIAA CREF Tiaa Access Large-Cap Val. | Mutual Funds | — | — | $518K | 0.4% | |
| TIAA CREF Tiaa Access Mid-Cap Val. | Mutual Funds | — | — | $508K | 0.4% | |
| Variable Annuity Life Insurance Company VALIC-Aggressive Growth Lifestyle | Common Stocks | — | — | $428K | 0.4% | |
| Variable Annuity Life Insurance Company VALIC-Socially Responsible Fund | Common Stocks | — | — | $427K | 0.4% | |
| TIAA CREF VALIC-International Equities Fund | Mutual Funds | — | — | $416K | 0.3% | |
| Variable Annuity Life Insurance Company VALIC-Science & Technology Fund | Common Stocks | — | — | $408K | 0.3% | |
| TIAA CREF Tiaa Access Intl Equity | Mutual Funds | — | — | $370K | 0.3% | |
| TIAA CREF Social Choice | Mutual Funds | — | — | $362K | 0.3% | |
| TIAA CREF Tiaa Access Small-Cap Equity | Mutual Funds | — | — | $357K | 0.3% | |
| Vanguard Wellington Fund, Inc. | Mutual Funds | — | — | $354K | 0.3% | |
| s - non benefit responsive * Variable Annuity Life Insurance Company VALIC-Short Term Fixed Account | Insurance Contracts | — | — | $306K | 0.3% |
