Meredith Bruner signed Centre College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centre College's EIN is 61-0444671.
Download the official 2024 Form 5500 (PDF) for Centre College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centre College's plan includes a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $57K | — |
| BALLAST, INC | 26-1835420 | — | NONE | $9K |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst 40,112 Units | Common Collective Trusts | — | $40K | $19.2M | 17.1% | |
| TIAA Traditional Nonbenefit Responsive Annuity contract, at fair value | Mutual Funds | — | — | $17.9M | 15.9% | |
| Variable Annuity Accounts CREF Stock R2 13,828 Units | Mutual Funds | — | $14K | $12.6M | 11.2% | |
| American EuroPac Growth R6 134,670 Units | Mutual Funds | — | $135K | $7.2M | 6.4% | |
| Annuity Contracts TIAA Traditional Benefit Responsive Annuity contract, at contract value | Mutual Funds | — | — | $5.7M | 5.1% | |
| CREF Growth R2 9,335 Units | Mutual Funds | — | $9K | $4.9M | 4.4% | |
| CREF Global Equities R2 12,419 Units | Mutual Funds | — | $12K | $4.3M | 3.8% | |
| CREF Social Choice R2 11,416 Units | Mutual Funds | — | $11K | $4.2M | 3.7% | |
| American Fd New Perspective R6 60,784 Units | Other securities | — | $61K | $3.8M | 3.4% | |
| Vanguard Small-Cap Idx Adm 31,311 Units | Common Collective Trusts | — | $31K | $3.6M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $8K | $3.5M | 3.1% | |
| Vanguard Ttl Bd Mkt Idx Adm 279,246 Units | Common Collective Trusts | — | $279K | $2.6M | 2.4% | |
| TIAA Traditional Benefit Responsive 2 Annuity contract, at contract value | Mutual Funds | — | — | $2.6M | 2.3% | |
| Dodge & Cox Stock Fund Class X 9,686 Units | Mutual Funds | — | $10K | $2.5M | 2.2% | |
| CREF Equity Index R2 4,119 Units | Common Collective Trusts | — | $4K | $2.1M | 1.9% | |
| Vanguard Mid-Cap Idx Adm 5,417 Units | Common Collective Trusts | — | $5K | $1.8M | 1.6% | |
| CREF Core Bond R2 10,357 Units | Mutual Funds | — | $10K | $1.4M | 1.2% | |
| TIAA Traditional Nonbenefit Responsive 2 Annuity contract, at fair value | Mutual Funds | — | — | $1.3M | 1.1% | |
| PIMCO High Yield Institutional 155,024 Units | Mutual Funds | — | $155K | $1.2M | 1.1% | |
| PIMCO Intl Bd USDolHed Inst 117,974 Units | Mutual Funds | — | $118K | $1.2M | 1.0% | |
| CREF Inflation-Linked Bond R2 11,553 Units | Mutual Funds | — | $12K | $974K | 0.9% | |
| JPMorgan US Research Enh Eq R6 19,805 Units | Other securities | — | $20K | $860K | 0.8% | |
| PIMCO Income Fd Institutional 75,282 Units | Mutual Funds | — | $75K | $792K | 0.7% | |
| Vanguard Infl Protect Sec Adm 35,142 Units | Mutual Funds | — | $35K | $791K | 0.7% | |
| CREF Stock R4 826 Units | Mutual Funds | — | — | $761K | 0.7% | |
| CREF Social Choice R4 1,808 Units | Mutual Funds | — | $2K | $670K | 0.6% | |
| Vanguard Cash Rsv Fed MMkt Adm 656,321 Units | Mutual Funds | — | $656K | $656K | 0.6% | |
| AB Large Cap Growth Fund Adv 5,489 Units | Other securities | — | $5K | $600K | 0.5% | |
| T Rowe Price Intl Discovery I 6,788 Units | Mutual Funds | — | $7K | $427K | 0.4% | |
| CREF Money Market R2 13,989 Units | Mutual Funds | — | $14K | $415K | 0.4% | |
| PIMCO Total Return Instl 36,526 Units | Mutual Funds | — | $37K | $310K | 0.3% | |
| Delaware Small Cap Val Inst 4,117 Units | Other securities | — | $4K | $288K | 0.3% | |
| ClearBridge Small Cp Growth IS 6,714 Units | Other securities | — | $7K | $266K | 0.2% | |
| EatonVanceEmergingMrktsLclIncI 83,288 Units | Other securities | — | $83K | $262K | 0.2% | |
| CREF Core Bond R4 1,606 Units | Mutual Funds | — | $2K | $217K | 0.2% | |
| Through December 2029 | Other securities | — | — | $47K | <0.1% | |
| Self-Directed Brokerage Account Investments Miscellaneous investments | Self-Directed Brokerage | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FORVIS, MAZARS LLP | 44-0160260 | — | NONE | $7K | — |
