Barry D. Poynter signed Berea College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berea College's EIN is 61-0444650.
Download the official 2024 Form 5500 (PDF) for Berea College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berea College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $67K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $17K | — |
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 Nonbenefit-Responsive Annuity contract, at fair value | Mutual Funds | — | — | $28.9M | 17.2% | |
| Vanguard Institutional Index 51,365 shares | Mutual Funds | — | $51K | $24.6M | 14.6% | |
| Variable Annuity Accounts CREF Stock Account Class R2 22,787 shares | Mutual Funds | — | $23K | $20.8M | 12.3% | |
| American EuroPac Growth 210,708 shares | Other securities | — | $211K | $11.3M | 6.7% | |
| CREF Global Equities Account Class R2 22,520 shares | Mutual Funds | — | $23K | $7.8M | 4.6% | |
| Annuity Contracts TIAA Traditional Benefit-Responsive Annuity contract, at contract value | Mutual Funds | — | — | $7.6M | 4.5% | |
| CREF Growth Account Class R2 12,598 shares | Mutual Funds | — | $13K | $6.6M | 3.9% | |
| TIAA Traditional Benefit-Responsive Annuity 2 Annuity contract, at contract value | Mutual Funds | — | — | $6.1M | 3.6% | |
| American Fund New Perspective 95,167 shares | Other securities | — | $95K | $5.9M | 3.5% | |
| CREF Social Choice Account Class R2 15,969 shares | Mutual Funds | — | $16K | $5.9M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $11K | $5.0M | 3.0% | |
| TIAA Traditional Nonbenefit-Responsive Annuity 2 Annuity contract, at fair value | Mutual Funds | — | — | $4.1M | 2.5% | |
| Vanguard Small-Cap Index Admiral 25,257 shares | Mutual Funds | — | $25K | $2.9M | 1.7% | |
| CREF Equity Index Account Class R2 5,389 shares | Common Collective Trusts | — | $5K | $2.8M | 1.6% | |
| PIMCO High Yield Institutional 342,710 shares | Mutual Funds | — | $343K | $2.7M | 1.6% | |
| CREF Social Choice Account Class R4 7,250 shares | Mutual Funds | — | $7K | $2.7M | 1.6% | |
| Dodge & Cox Stock Fund 9,846 shares | Mutual Funds | — | $10K | $2.5M | 1.5% | |
| PIMCO International Bond Fund (U.S. Dollar Hedged) 187,014 shares | Mutual Funds | — | $187K | $1.9M | 1.1% | |
| CREF Stock Account Class R4 1,997 shares | Mutual Funds | — | $2K | $1.8M | 1.1% | |
| CREF Bond Market Account Class R2 12,858 shares | Mutual Funds | — | $13K | $1.7M | 1.0% | |
| JPMorgan US Research Enhanced Equity I 35,629 shares | Other securities | — | $36K | $1.5M | 0.9% | |
| Vanguard Mid-Cap Index Admiral 3,991 shares | Mutual Funds | — | $4K | $1.3M | 0.8% | |
| CREF Money Market Account Class R2 41,923 shares | Mutual Funds | — | $42K | $1.2M | 0.7% | |
| Vanguard Inflation-Protected Securities 54,008 shares | Mutual Funds | — | $54K | $1.2M | 0.7% | |
| PIMCO Income Fund Institutional 107,477 shares | Mutual Funds | — | $107K | $1.1M | 0.7% | |
| CREF Inflation Linked Bond Account Class R2 13,330 shares | Mutual Funds | — | $13K | $1.1M | 0.7% | |
| CREF Bond Market Account Class R4 7,847 shares | Mutual Funds | — | $8K | $1.1M | 0.6% | |
| Parnassus Core Equity Institutional 17,238 shares | Other securities | — | $17K | $1.0M | 0.6% | |
| Through October 2034 | Other securities | — | — | $915K | 0.5% | |
| Vanguard Cash Reserve Federal Money Market 908,736 shares | Mutual Funds | — | $909K | $909K | 0.5% | |
| Delaware Small Cap Value Institutional 9,054 shares | Mutual Funds | — | $9K | $633K | 0.4% | |
| T Rowe Price QM US Small Cap Growth Equity 14,193 shares | Mutual Funds | — | $14K | $611K | 0.4% | |
| Eaton Vance Emerging Markets Local Income Fund 188,615 shares | Other securities | — | $189K | $592K | 0.4% | |
| AB Large Cap Growth Fund Admiral 4,358 shares | Other securities | — | $4K | $477K | 0.3% | |
| PIMCO Total Return Institutional 55,498 shares | Mutual Funds | — | $55K | $471K | 0.3% | |
| Calvert Bond Portfolio Class I 21,167 shares | U.S. Treasuries | — | $21K | $304K | 0.2% | |
| Vanguard Federal Money Market 41,345 shares | Mutual Funds | — | $41K | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
