Julie Fofana signed Trevecca Nazarene University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trevecca Nazarene University's EIN is 62-0497990.
Download the official 2023 Form 5500 (PDF) for Trevecca Nazarene University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trevecca Nazarene University's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | ADVISOR | $103K | — |
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 - non-benefit responsive | Mutual Funds | — | — | $6.6M | 13.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $4.6M | 9.1% | |
| CREF Stock | Mutual Funds | — | — | $3.4M | 6.9% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $2.7M | 5.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.2M | 4.4% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $2.2M | 4.4% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $2.1M | 4.3% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $2.0M | 4.0% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $2.0M | 4.0% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $1.8M | 3.6% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $1.6M | 3.2% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $1.5M | 3.1% | |
| Nuveen Equity Index | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| CREF Growth | Mutual Funds | — | — | $1.2M | 2.4% | |
| CREF Equity Index | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.0M | 2.0% | |
| PIMCO Real Return Inst Class | Mutual Funds | — | — | $941K | 1.9% | |
| Metropolitan West Metropolitan West Total Retirement Bnd I | Other securities | — | — | $908K | 1.8% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $845K | 1.7% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $756K | 1.5% | |
| CREF Global Equities | Mutual Funds | — | — | $637K | 1.3% | |
| Nuveen Money Market | Mutual Funds | — | — | $618K | 1.2% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $534K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $519K | 1.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $511K | 1.0% | |
| AllianceBernstein AB Large Cap Growth Fund Z | Other securities | — | — | $495K | 1.0% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $478K | 1.0% | |
| CREF Core Bond | Mutual Funds | — | — | $364K | 0.7% | |
| TIAA Access Nuv International Equity | Mutual Funds | — | — | $354K | 0.7% | |
| Nuveen Lifecycle Index 2015 | Mutual Funds | — | — | $318K | 0.6% | |
| CREF Money Market | Mutual Funds | — | — | $256K | 0.5% | |
| TIAA Access Nuv Quant Small-Cap Equity | Mutual Funds | — | — | $250K | 0.5% | |
| TIAA Access Nuv Lifecycle 2020 | Mutual Funds | — | — | $248K | 0.5% | |
| CREF Social Choice | Mutual Funds | — | — | $233K | 0.5% | |
| TIAA Access Nuv Large-Cap Value | Mutual Funds | — | — | $221K | 0.4% | |
| TIAA Access Nuv Large-Cap Growth | Mutual Funds | — | — | $210K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $199K | 0.4% | |
| Nuveen Large Cap Responsible Equity Fund | Mutual Funds | — | — | $192K | 0.4% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $188K | 0.4% | |
| T Rowe Price Health Sciences | Mutual Funds | — | — | $167K | 0.3% | |
| TIAA Access Nuv Equity Index | Common Collective Trusts | — | — | $158K | 0.3% | |
| T Rowe Price Dividend Growth | Mutual Funds | — | — | $157K | 0.3% | |
| TIAA Access Nuv Large Cap Responsible Equity | Mutual Funds | — | — | $148K | 0.3% | |
| Vanguard Short-Trm Invt Gd Adm | Mutual Funds | — | — | $146K | 0.3% | |
| TIAA Access Nuv Core Equity | Mutual Funds | — | — | $142K | 0.3% | |
| TIAA Access Nuv Mid-Cap Value | Mutual Funds | — | — | $138K | 0.3% | |
| TIAA Access Nuv Lifecycle 2035 | Mutual Funds | — | — | $94K | 0.2% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $90K | 0.2% | |
| TIAA Access Nuv Mid-Cap Growth | Mutual Funds | — | — | $72K | 0.1% | |
| TIAA Access Nuv Lifecycle 2045 | Mutual Funds | — | — | $71K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG ADVISORS, INC. | 82-3871756 | — | TPA | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG FIDUCIARY SERVICES, LLC | 82-3095168 | — | NONE | $37K | — |
