Karla F. Benavidez signed St. Mary's University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Mary's University's EIN is 74-1143128.
Download the official 2024 Form 5500 (PDF) for St. Mary's University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Mary's University's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $64K | — |
| FIDELITY INVESTMENTS INST. OPS. CO. | 04-2647786 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| ERNST & YOUNG LLP |
| 34-6565596 |
| — |
| NONE |
| $70K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $116K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $200 | — |
