LEA Bottorff signed Bellarmine University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bellarmine University's EIN is 61-0482955.
Download the official 2024 Form 5500 (PDF) for Bellarmine University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bellarmine University's plan includes a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHMD CORPORATION | 20-4720045 | — | NONE | $114K | — |
| DEAN DORTON ALLEN FORD, PLLC | 27-3858252 | — |
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.
| NONE |
| $26K |
| — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-benefit Responsive | Mutual Funds | — | — | $21.5M | 20.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $12.8M | 12.3% | |
| CREF Stock R2 | Mutual Funds | — | — | $10.9M | 10.5% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $4.9M | 4.7% | |
| Nuveen Intl Eq Idx-Prem | Common Collective Trusts | — | — | $4.8M | 4.6% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.1M | 4.0% | |
| Nuveen Sm-Cap Bl Idx-Rtmt | Common Collective Trusts | — | — | $3.7M | 3.5% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.6M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 3.2% | |
| Nuveen Lg-Cap Val Idx-Rtmt | Common Collective Trusts | — | — | $3.0M | 2.9% | |
| Nuveen Lifecycle 2040-Prem | Mutual Funds | — | — | $3.0M | 2.8% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.8M | 2.7% | |
| Nuveen Lifecycle 2025-Prem | Mutual Funds | — | — | $2.3M | 2.2% | |
| Nuveen Lifecycle 2045-Prem | Mutual Funds | — | — | $2.2M | 2.1% | |
| Baron Capital Growth Institutional | Other securities | — | — | $2.1M | 2.0% | |
| Nuveen Lifecycle 2035-Prem | Mutual Funds | — | — | $2.0M | 1.9% | |
| Nuveen Lifecycle 2050-Prem | Mutual Funds | — | — | $2.0M | 1.9% | |
| JPMorgan Equity Income Select | Other securities | — | — | $1.7M | 1.6% | |
| Nuveen Lifecycle 2030-Prem | Mutual Funds | — | — | $1.6M | 1.6% | |
| JPMorgan Lrg Cap Growth Select | Other securities | — | — | $1.4M | 1.4% | |
| TIAA Stable Value | Stable Value | — | — | $1.3M | 1.2% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.2M | 1.2% | |
| Nuveen Emrg Mkt Eq Idx-Prem | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.1M | 1.0% | |
| Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | — | $1.0M | 1.0% | |
| Nuveen Lifecycle 2055-Prem | Mutual Funds | — | — | $766K | 0.7% | |
| Nuveen High-Yield-Prem | Mutual Funds | — | — | $611K | 0.6% | |
| American Funds EuroPacific Growth Fund R4 | Mutual Funds | — | — | $597K | 0.6% | |
| various dates through November * Participant loan fund 15, 2034 | Participant loans | — | — | $472K | 0.5% | |
| PGIM Jennison Small Co Z | Common Stocks | — | — | $407K | 0.4% | |
| Nuveen Lifecycle 2015-Prem | Mutual Funds | — | — | $365K | 0.4% | |
| Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $322K | 0.3% | |
| BlackRock Total Return Inst | Other securities | — | — | $292K | 0.3% | |
| Nuveen Lifecycle 2020-Prem | Mutual Funds | — | — | $201K | 0.2% | |
| Nuveen Lifecycle 2010-Prem | Mutual Funds | — | — | $156K | 0.2% | |
| T Rowe Price International Discovery | Mutual Funds | — | — | $125K | 0.1% | |
| Nuveen Lifecycle 2060-Prem | Mutual Funds | — | — | $62K | <0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $56K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $31K | <0.1% |
