David Mauger signed Florida Independent College Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Florida Independent College Fund's EIN is 59-1919098.
Download the official 2024 Form 5500 (PDF) for Florida Independent College Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Florida Independent College Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | INVESTMENT PROVIDER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC. | 54-2020086 | GLEN ALLEN, VA | ADVISOR | $19K | — |
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 Annuity Contract | Mutual Funds | — | — | $5.3M | 22.9% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.1M | 9.0% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.8M | 8.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.7M | 7.3% | |
| Vanguard Ttl Stk Mkt Idx Adm | Common Collective Trusts | — | — | $1.3M | 5.4% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $932K | 4.0% | |
| Variable Annuity Life Insurance Company | Common Stocks | — | — | $847K | 3.7% | |
| TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $783K | 3.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $670K | 2.9% | |
| Vanguard Ttl Instl Stk Idx Adm | Common Collective Trusts | — | — | $666K | 2.9% | |
| Baird Core Plus Bond Fund Inst | Other securities | — | — | $648K | 2.8% | |
| CREF Money Market R1 | Mutual Funds | — | — | $618K | 2.7% | |
| TIAA Access Lifecycle 2055 T4 AB | Mutual Funds | — | — | $605K | 2.6% | |
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $541K | 2.3% | |
| JPMorgan International Eqty R6 | Other securities | — | — | $483K | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $384K | 1.7% | |
| JPMorgan Emerging Mrkts Eq R6 | Other securities | — | — | $354K | 1.5% | |
| Victory Sycamore Estab Val R6 | Other securities | — | — | $282K | 1.2% | |
| TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $266K | 1.1% | |
| Carillon Eagle Mid Cap Grw R6 | Other securities | — | — | $235K | 1.0% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $226K | 1.0% | |
| American Century Sm Cap Val R6 | Other securities | — | — | $208K | 0.9% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $194K | 0.8% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $158K | 0.7% | |
| TIAA Access Intl Equity T4 | Mutual Funds | — | — | $148K | 0.6% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $144K | 0.6% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $141K | 0.6% | |
| ClearBridge Small Cp Growth IS | Other securities | — | — | $136K | 0.6% | |
| TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $129K | 0.6% | |
| TIAA Access Lg-Cap Gr T4 | Mutual Funds | — | — | $108K | 0.5% | |
| TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $91K | 0.4% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $82K | 0.4% | |
| TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $80K | 0.3% | |
| TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | — | $74K | 0.3% | |
| TIAA Access Lifecycle 2055 T4 8N | Mutual Funds | — | — | $72K | 0.3% | |
| TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $66K | 0.3% | |
| TIAA Access Equity Index T4 | Common Collective Trusts | — | — | $59K | 0.3% | |
| TIAA Access Lifecycle 2020 T4 | Mutual Funds | — | — | $54K | 0.2% | |
| TIAA Access Lifecycle 2010 T4 | Mutual Funds | — | — | $46K | 0.2% | |
| TIAA Access Real Est Secs T4 | Mutual Funds | — | — | $45K | 0.2% | |
| TIAA Access Growth & Income T4 | Mutual Funds | — | — | $37K | 0.2% | |
| Participant Notes Receivable | Other securities | — | — | $37K | 0.2% | |
| TIAA Access Lifecycle 2015 T4 | Mutual Funds | — | — | $26K | 0.1% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $22K | <0.1% | |
| TIAA Access Social Ch Eq T4 | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA Access Lifecycle 2060 T4 | Mutual Funds | — | — | $8K | <0.1% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Core Bond Plus T4 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Lfcyle Rtmt Inc T4 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAGEVIEW ADVISORY GROUP | 33-0818667 | IRVINE, CA | ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | TPA | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANCHEC(K) CPAS | 84-2614035 | GAHANNA, OH | AUDITOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT | 59-0663819 | ORLANDO, FL | OTHER | $5K | — |
