Christy Hooper signed Lipscomb University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lipscomb University's EIN is 62-0485733.
Download the official 2024 Form 5500 (PDF) for Lipscomb University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lipscomb University's plan includes ERISA 404(c) participant direction, 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 | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INV ADVISORY,LLC | 82-0759826 | — | NONE | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $17.4M | 11.5% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $13.9M | 9.1% | |
| CREF Stock | Mutual Funds | — | — | $13.3M | 8.8% | |
| AB Large Cap Growth Fund | Other securities | — | — | $7.6M | 5.0% | |
| TIAA and CREF Lifecycle 2040 | Mutual Funds | — | — | $7.2M | 4.7% | |
| TIAA and CREF Lifecycle 2045 | Mutual Funds | — | — | $7.1M | 4.6% | |
| CREF Global Equities | Mutual Funds | — | — | $6.2M | 4.1% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $6.2M | 4.1% | |
| TIAA and CREF Lifecycle 2035 | Mutual Funds | — | — | $6.0M | 4.0% | |
| TIAA and CREF Lifecycle 2030 | Mutual Funds | — | — | $5.0M | 3.3% | |
| CREF Growth | Mutual Funds | — | — | $5.0M | 3.3% | |
| TIAA and CREF Lifecycle 2050 | Mutual Funds | — | — | $4.8M | 3.1% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $3.8M | 2.5% | |
| CREF Social Choice | Mutual Funds | — | — | $3.6M | 2.4% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.5M | 2.3% | |
| TIAA and CREF Lifecycle 2025 | Mutual Funds | — | — | $3.1M | 2.1% | |
| CREF Bond Market | Mutual Funds | — | — | $3.0M | 1.9% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $2.9M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.9M | 1.9% | |
| MFS Value Fund | Mutual Funds | — | — | $2.9M | 1.9% | |
| The Hartford Total Return Bond Fund | Other securities | — | — | $2.9M | 1.9% | |
| Charles Schwab Mid Cap Index Fund | Common Collective Trusts | — | — | $2.8M | 1.9% | |
| TIAA and CREF Lifecycle 2055 | Mutual Funds | — | — | $2.3M | 1.5% | |
| TIAA and CREF Lifecycle 2020 | Mutual Funds | — | — | $2.3M | 1.5% | |
| BlackRock Mid Cap Value Fund | Other securities | — | — | $1.8M | 1.2% | |
| TIAA and CREF Lifecycle 2060 | Mutual Funds | — | — | $1.1M | 0.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.1M | 0.7% | |
| William Blair International Leaders Fund | Other securities | — | — | $710K | 0.5% | |
| The Hartford Strategic Income Fund | Other securities | — | — | $558K | 0.4% | |
| CREF Money Market | Mutual Funds | — | — | $552K | 0.4% | |
| TIAA and CREF Self Directed Account | Self-Directed Brokerage | — | — | $444K | 0.3% | |
| Vanguard International Value Investment | Mutual Funds | — | — | $409K | 0.3% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $348K | 0.2% | |
| TIAA and CREF Lifecycle 2065 | Mutual Funds | — | — | $225K | 0.1% | |
| TIAA and CREF Lifecycle 2015 | Mutual Funds | — | — | $218K | 0.1% | |
| Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $190K | 0.1% | |
| American Century Small Cap Value Fund | Other securities | — | — | $152K | <0.1% | |
| TIAA and CREF Lifecycle 2010 | Mutual Funds | — | — | $113K | <0.1% | |
| MFS New Discovery Fund | Mutual Funds | — | — | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
