Stuart GAY signed Loyola University New Orleans' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loyola University New Orleans' EIN is 72-0408946.
Download the official 2024 Form 5500 (PDF) for Loyola University New Orleans from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loyola University New Orleans' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADV. SERVICES LLC | 81-3968784 | — | NONE | $69K | — |
| WEGMANN DAZET & CO. | 72-0870824 |
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 | — | — | $59.6M | 21.1% | |
| CREF Stock R2 | Mutual Funds | — | — | $36.5M | 12.9% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $19.1M | 6.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $17.5M | 6.2% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $15.4M | 5.5% | |
| CREF Growth R2 | Mutual Funds | — | — | $15.1M | 5.3% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $10.6M | 3.8% | |
| American Fds 2025 Tar Ret R6 | Other securities | — | — | $7.4M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.4M | 2.6% | |
| American Fds 2040 Tar Ret R6 | Other securities | — | — | $7.4M | 2.6% | |
| American Fds 2035 Tar Ret R6 | Other securities | — | — | $6.9M | 2.5% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $6.6M | 2.3% | |
| American Washington Mut Inv R6 | Other securities | — | — | $6.5M | 2.3% | |
| American Fds 2045 Tar Ret R6 | Other securities | — | — | $6.3M | 2.2% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $5.1M | 1.8% | |
| Vanguard Ttl Intl Stk ldx Adm | Mutual Funds | — | — | $4.9M | 1.7% | |
| DFA US SmallCap Portfolio Inst | Mutual Funds | — | — | $4.3M | 1.5% | |
| American EuroPac Growth R6 | Other securities | — | — | $4.2M | 1.5% | |
| American Fds 2030 Tar Ret R6 | Other securities | — | — | $4.1M | 1.5% | |
| American Cent MdCpVa Fd Cla r6 | Other securities | — | — | $3.8M | 1.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.6M | 1.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $3.5M | 1.3% | |
| American Fds 2050 Tar Ret R6 | Other securities | — | — | $3.5M | 1.2% | |
| Vanguard Ttl Bd Mkt ldx Adm | Mutual Funds | — | — | $3.3M | 1.2% | |
| TIAA Stable Value | Stable Value | — | — | $3.0M | 1.1% | |
| American Fds 2020 Tar Ret R6 | Other securities | — | — | $2.6M | 0.9% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.2M | 0.8% | |
| JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | — | $2.2M | 0.8% | |
| CREF Global Equities R4 | Mutual Funds | — | — | $1.8M | 0.6% | |
| American Fds 20 15 Tar Ret R6 | Other securities | — | — | $1.4M | 0.5% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $1.3M | 0.5% | |
| American Fds 2055 Tar Ret R6 | Other securities | — | — | $1.1M | 0.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $964K | 0.3% | |
| American Fds 20 10 Tar Ret R6 | Other securities | — | — | $914K | 0.3% | |
| CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $576K | 0.2% | |
| American Fds 2060 Tar Ret R6 | Other securities | — | — | $407K | 0.1% | |
| Nuveen Money Market R6 | Mutual Funds | — | — | $311K | 0.1% | |
| CREF Money Market R4 | Mutual Funds | — | — | $248K | <0.1% | |
| CREF Core Bond R4 | Mutual Funds | — | — | $237K | <0.1% | |
| CREF Growth R4 | Mutual Funds | — | — | $150K | <0.1% | |
| American Fds 2065 Tar Ret R6 | Other securities | — | — | $129K | <0.1% | |
| Participant Loans | Participant loans | — | — | $110K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $23K |
| — |
| CBIZ BENEFITS AND INSURANCE SERVICE | 31-1582098 | — | NONE | $6K | — |
