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 health coverage, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $102K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $9.9M | 16.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $9.6M | 16.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $9.2M | 15.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $8.8M | 14.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $8.5M | 14.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $7.0M | 11.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.8M | 4.7% | |
| Schwab US Treasury Money Ultra | U.S. Treasuries | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $323K | 0.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $311K | 0.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $279K | 0.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $224K | 0.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $64K | 0.1% | |
| Schwab US Large-Cap Growth Idx | Common Collective Trusts | — | — | $57K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $44K | <0.1% | |
| Blackrock 60/40 Target Allocation K | Other securities | — | — | $6K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
