Lee University's EIN is 62-0502739.
Download the official 2024 Form 5500 (PDF) for Lee University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lee University's plan includes 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 | 13-1624203 | NEW YORK, NY | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | ADVISOR | $14K | — |
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 | — | — | $13.4M | 20.2% | |
| CREF Stock | Mutual Funds | — | — | $11.7M | 17.7% | |
| TIAA Vanguard 500 Index | Common Collective Trusts | — | — | $5.7M | 8.6% | |
| CREF Growth | Mutual Funds | — | — | $3.5M | 5.3% | |
| CREF Global Equities | Mutual Funds | — | — | $2.8M | 4.2% | |
| TIAA Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $2.6M | 3.9% | |
| TIAA Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $2.0M | 3.1% | |
| CREF Equity Index | Common Collective Trusts | — | — | $1.8M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 2.7% | |
| TIAA Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $1.5M | 2.2% | |
| CREF Core Bond | Mutual Funds | — | — | $1.3M | 2.0% | |
| TIAA Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $1.2M | 1.8% | |
| TIAA Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $1.1M | 1.7% | |
| TIAA Harbor Capital Appreciation | Mutual Funds | — | — | $1.1M | 1.6% | |
| TIAA Vanguard Extended Market Index | Mutual Funds | — | — | $1.0M | 1.5% | |
| CREF Social Choice | Mutual Funds | — | — | $854K | 1.3% | |
| TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $837K | 1.3% | |
| TIAA Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $804K | 1.2% | |
| TIAA Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $792K | 1.2% | |
| TIAA Vanguard Total Intl Stock Index | Mutual Funds | — | — | $690K | 1.0% | |
| TIAA Access Large- Cap Value | Mutual Funds | — | — | $664K | 1.0% | |
| TIAA Access Inflation-Linked Bond ** 229 * TIAA Access International Equity | Mutual Funds | — | — | $625K | 0.9% | |
| TIAA Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $586K | 0.9% | |
| TIAA Dodge & Cox Income Fund | Mutual Funds | — | — | $557K | 0.8% | |
| TIAA Nuveen Money Market | Mutual Funds | — | — | $497K | 0.7% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $484K | 0.7% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $461K | 0.7% | |
| TIAA Access Real Est Secs | Mutual Funds | — | — | $446K | 0.7% | |
| TIAA Vanguard Total Bond Market Index | Mutual Funds | — | — | $418K | 0.6% | |
| TIAA Access Mid-Cap Value | Mutual Funds | — | — | $413K | 0.6% | |
| TIAA Access Quant Small Cap | Mutual Funds | — | — | $408K | 0.6% | |
| TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $388K | 0.6% | |
| TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $388K | 0.6% | |
| TIAA MFS Mid Cap Value Class R4 | Mutual Funds | — | — | $384K | 0.6% | |
| TIAA AF EuroPacific Growth | Mutual Funds | — | — | $338K | 0.5% | |
| CREF Money Market | Mutual Funds | — | — | $322K | 0.5% | |
| TIAA Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $321K | 0.5% | |
| TIAA MFS Value Fund Class R4 | Mutual Funds | — | — | $306K | 0.5% | |
| TIAA Access Small-Cap Blend Index | Mutual Funds | — | — | $263K | 0.4% | |
| TIAA MFS Mid Cap Growth Fund R4 | Mutual Funds | — | — | $225K | 0.3% | |
| TIAA Access Lifecycle 2025 | Mutual Funds | — | — | $218K | 0.3% | |
| TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $165K | 0.2% | |
| TIAA Access Mid-Cap Growth | Mutual Funds | — | — | $136K | 0.2% | |
| TIAA Access Core Equity | Mutual Funds | — | — | $103K | 0.2% | |
| TIAA Allspring Spec SmallCap Value R6 | Mutual Funds | — | — | $103K | 0.2% | |
| TIAA Nuveen Lifecycle Index 2015 | Mutual Funds | — | — | $91K | 0.1% | |
| TIAA Access Large Cap Res Equity | Mutual Funds | — | — | $91K | 0.1% | |
| TIAA Access Large-Cap Growth | Mutual Funds | — | — | $73K | 0.1% | |
| TIAA Access Core Bond Plus | Mutual Funds | — | — | $60K | <0.1% | |
| TIAA Principal Small Cap Growth I R5 | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
