Karen Tumlinson signed Hendrix College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hendrix College's EIN is 71-0236897.
Download the official 2024 Form 5500 (PDF) for Hendrix College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hendrix College'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $23K | — |
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 Fixed annuity contract | Mutual Funds | — | — | $22.1M | 23.1% | |
| CREF Stock R2 variable annuity; 15,346.414 shares | Mutual Funds | — | $15K | $14.0M | 14.6% | |
| CREF Global Equities R2 variable annuity; 14,648.275 shares | Mutual Funds | — | $15K | $5.1M | 5.3% | |
| CREF Social Choice R2 variable annuity; 13,307.479 shares | Mutual Funds | — | $13K | $4.9M | 5.1% | |
| CREF Equity Index R2 variable annuity; 9,288.501 shares | Common Collective Trusts | — | $9K | $4.8M | 5.0% | |
| CREF Growth R2 variable annuity; 8,492.740 shares | Mutual Funds | — | $8K | $4.5M | 4.7% | |
| Nuveen Lifecycle lx 2040 Retire mutual funds; 142,844.770 shares | Mutual Funds | — | $143K | $4.1M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $7K | $3.1M | 3.3% | |
| Nuveen Lifecycle lx 2045 Retire mutual funds; 91,710.218 shares | Mutual Funds | — | $92K | $2.8M | 2.9% | |
| Vanguard 500 Ind Adm mutual funds; 4,837.603 shares | Mutual Funds | — | $5K | $2.6M | 2.7% | |
| CREF Core Bond R2 variable annuity; 17,554.038 shares | Mutual Funds | — | $18K | $2.3M | 2.5% | |
| American Funds American Washington Mut Inv R6 mutual funds; 32,932.054 shares | Mutual Funds | — | $33K | $2.0M | 2.1% | |
| Nuveen Lifecycle lx 2035 Retire mutual funds; 71,390.547 shares | Mutual Funds | — | $71K | $1.9M | 2.0% | |
| Nuveen Lifecycle lx 2030 Retire mutual funds; 63,484.825 shares | Mutual Funds | — | $63K | $1.5M | 1.6% | |
| Nuveen Lifecycle lx 2050 Retire mutual funds; 48,082.905 shares | Mutual Funds | — | $48K | $1.5M | 1.6% | |
| CREF Inflation-Linked Bond R2 variable annuity; 15,583.561 shares | Mutual Funds | — | $16K | $1.3M | 1.4% | |
| Vanguard Extended Mkt Idx Adm mutual funds; 8,392.303 shares | Common Collective Trusts | — | $8K | $1.2M | 1.3% | |
| Nuveen Lifecycle lx 2025 Retire mutual funds; 53,590.495 shares | Mutual Funds | — | $54K | $1.1M | 1.2% | |
| Nuveen Lifecycle lx 2020 Retire mutual funds; 56,399.114 shares | Mutual Funds | — | $56K | $1.1M | 1.1% | |
| Vanguard Treasury MoneyMkt Inv mutual funds; 1,027,684.988 shares | Mutual Funds | — | $1.0M | $1.0M | 1.1% | |
| Allspring Global Investments Allspring Spec MidCap Val Inst mutual funds; 20,538.577 shares | Other securities | — | $21K | $980K | 1.0% | |
| Nuveen Quant Sm Cp Eq Retire mutual funds; 54,529.290 shares | Mutual Funds | — | $55K | $956K | 1.0% | |
| Goldman Sachs Goldman Sachs EmMrk EqIns Inst mutual funds; 109,290.764 shares | Other securities | — | $109K | $942K | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Adm mutual funds; 97,579.854 shares | Common Collective Trusts | — | $98K | $925K | 1.0% | |
| Nuveen Large Cap Value Retire mutual funds; 41,985.714 shares | Mutual Funds | — | $42K | $923K | 1.0% | |
| Vanguard Devlopd Mkts Idx Adm mutual funds; 56,758.090 shares | Common Collective Trusts | — | $57K | $872K | 0.9% | |
| T Rowe Price T Rowe Price Overseas Stock I mutual funds; 65,262.363 shares | Mutual Funds | — | $65K | $818K | 0.9% | |
| Nuveen Internatl Equity Retire mutual funds; 58,837.502 shares | Mutual Funds | — | $59K | $813K | 0.8% | |
| BlackRock High Yield Instl mutual funds; 111,953.451 shares | Other securities | — | $112K | $795K | 0.8% | |
| Principal Funds Principal Real Es SecuritiesR5 mutual funds; 27,868.337 shares | Other securities | — | $28K | $750K | 0.8% | |
| Nuveen Mid Cap Value Retire mutual funds; 39,906.846 shares | Mutual Funds | — | $40K | $698K | 0.7% | |
| CREF Money Market R2 variable annuity; 20,069.405 shares | Mutual Funds | — | $20K | $595K | 0.6% | |
| Nuveen Lifecycle lx 2055 Retire mutual funds; 21,818.175 shares | Mutual Funds | — | $22K | $553K | 0.6% | |
| Dimension Fund Advisors DFA US Targeted Val Port Inst mutual funds; 13,508.948 shares | Mutual Funds | — | $14K | $464K | 0.5% | |
| Nuveen Equity Index Retirement mutual funds; 10,466.762 shares | Common Collective Trusts | — | $10K | $436K | 0.5% | |
| Carillon Family of Funds Eagle Mid Cap Growth Fund Cl mutual funds; 4,289.007 shares | Other securities | — | $4K | $330K | 0.3% | |
| Nuveen Lifecycle lx 2060 Retire mutual funds; 11,339.658 shares | Mutual Funds | — | $11K | $223K | 0.2% | |
| Nuveen Mid Cap Growth Retire mutual funds; 6,594.498 shares | Mutual Funds | — | $7K | $134K | 0.1% | |
| Conestoga Capital Advisors Conestoga Small Cap Investors mutual funds; 1,146.433 shares | Other securities | — | $1K | $89K | <0.1% | |
| Nuveen LfCyc lx Ret Inc Retire mutual funds; 5,401.588 shares | Mutual Funds | — | $5K | $86K | <0.1% | |
| Nuveen Lifecycle lx 2065 Retire mutual funds; 635.884 shares | Mutual Funds | — | — | $9K | <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 |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $18K | — |
