Ethan Darety signed Freed-Hardeman University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Freed-Hardeman University's EIN is 62-0518288.
Download the official 2024 Form 5500 (PDF) for Freed-Hardeman University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Freed-Hardeman University's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT |
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.
| 36-4317381 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * TIAA-CREF CREF Stock | Mutual Funds | — | — | $4.5M | 9.5% | |
| X Voya Vangrd Trgt Retire 2035 Fd | Other securities | — | — | $4.0M | 8.4% | |
| Voya Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.8M | 8.2% | |
| Voya Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.5M | 7.3% | |
| Voya Vanguard Growth Index | Mutual Funds | — | — | $3.4M | 7.2% | |
| s * TIAA-CREF TIAA Traditional Non Benefit Responsive | Guaranteed Income / GIC | — | — | $3.3M | 7.0% | |
| X Voya Vangrd Trgt Retire 2045 Fd | Other securities | — | — | $2.8M | 5.9% | |
| Voya Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.6M | 5.4% | |
| Voya Fixed Plus Account | Other securities | — | — | $2.5M | 5.3% | |
| Voya AF American Mutual | Other securities | — | — | $1.6M | 3.4% | |
| Voya Vanguard 500 Index | Common Collective Trusts | — | — | $1.5M | 3.2% | |
| Voya Vanguard Mid-Cap Index | Mutual Funds | — | — | $1.2M | 2.5% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.1M | 2.3% | |
| X Voya Vangrd Trgt Retire 2020 Fd | Other securities | — | — | $1.0M | 2.2% | |
| Voya Vanguard Small-Cap Index | Mutual Funds | — | — | $1.0M | 2.2% | |
| TIAA-CREF CREF Growth | Mutual Funds | — | — | $976K | 2.1% | |
| Voya Intermediate Bond | Other securities | — | — | $939K | 2.0% | |
| X Voya Vangrd Tot Int Stk In F Adm | Other securities | — | — | $901K | 1.9% | |
| X Voya Vangrd Trgt Retire 2025 Fd | Other securities | — | — | $563K | 1.2% | |
| X Voya Vangrd Trgt Retire 2055 Fd | Other securities | — | — | $487K | 1.0% | |
| TIAA-CREF CREF Equity Index | Common Collective Trusts | — | — | $441K | 0.9% | |
| Voya Cohen & Steers Real Estate | Other securities | — | — | $428K | 0.9% | |
| Nuveen Lifestyle 2035 | Mutual Funds | — | — | $415K | 0.9% | |
| Voya Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $381K | 0.8% | |
| Voya Vanguard Balanced Index | Mutual Funds | — | — | $376K | 0.8% | |
| TIAA-CREF CREF Global Equities | Mutual Funds | — | — | $334K | 0.7% | |
| Participant Loans Notes receivable from participants (3.25-8.50%) | Bonds / Notes | — | — | $311K | 0.7% | |
| American Funds AF New Perspective | Mutual Funds | — | — | $310K | 0.7% | |
| Nuveen Lifestyle 2040 | Mutual Funds | — | — | $250K | 0.5% | |
| Voya Vanguard Mid-Cap Growth Index | Mutual Funds | — | — | $224K | 0.5% | |
| X Voya Vangrd Trgt Retire 2060 Fd | Other securities | — | — | $194K | 0.4% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | — | $169K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $169K | 0.4% | |
| Voya DFA Inflation-Protected Sec | Mutual Funds | — | — | $158K | 0.3% | |
| TIAA-CREF CREF Money Market | Mutual Funds | — | — | $134K | 0.3% | |
| Voya AB Global Bond | Other securities | — | — | $128K | 0.3% | |
| Nuveen Lifestyle 2025 | Mutual Funds | — | — | $114K | 0.2% | |
| TIAA-CREF CREF Social Choice | Mutual Funds | — | — | $86K | 0.2% | |
| Nuveen Mid Cap Growth | Mutual Funds | — | — | $83K | 0.2% | |
| X Voya Vangrd Trgt Retire 2065 Fd | Other securities | — | — | $81K | 0.2% | |
| Voya Vanguard Explorer | Mutual Funds | — | — | $66K | 0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond | Mutual Funds | — | — | $60K | 0.1% | |
| Nuveen Lifestyle 2050 | Mutual Funds | — | — | $55K | 0.1% | |
| Nuveen International Equity | Mutual Funds | — | — | $53K | 0.1% | |
| Voya Vanguard Mid-Cap VI Index | Mutual Funds | — | — | $43K | <0.1% | |
| Nuveen Large Cap Value | Mutual Funds | — | — | $38K | <0.1% | |
| Nuveen Lifestyle 2030 | Mutual Funds | — | — | $28K | <0.1% | |
| X College Retirement E Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $27K | <0.1% | |
| Nuveen Mid Cap Value | Mutual Funds | — | — | $25K | <0.1% | |
| Voya Franklin Utilities | Mutual Funds | — | — | $25K | <0.1% |