Sheri A. Starkey signed Southern Methodist University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Methodist University's EIN is 75-0800689.
Download the official 2024 Form 5500 (PDF) for Southern Methodist University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Methodist University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
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 | — | RECORD KEEPER | $455K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE GARDNER GROUP | 26-1629539 | — | PARTICIPANT BROKERAGE | $21K |
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.
| — |
| BEAIRD HARRIS | 75-2569390 | — | PARTICIPANT BROKERAGE | $14K | — |
| TRUE NORTH ADVISORS LLC | 75-2871229 | — | PARTICIPANT BROKERAGE | $7K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $4K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
