Mandy Baskett signed Parker University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Parker University's EIN is 75-1596658.
Download the official 2024 Form 5500 (PDF) for Parker University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Parker University's 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $72 | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv 748 shares | Mutual Funds | — | — | $2.6M | 8.2% | |
| Vanguard Target Retirement 2025 Inv 3,821 shares | Mutual Funds | — | $4K | $2.5M | 7.9% | |
| Vanguard Target Retirement 2035 Inv 5,985 shares | Mutual Funds | — | $6K | $2.4M | 7.7% | |
| Vanguard Target Retirement 2040 Inv 14,695 shares | Mutual Funds | — | $15K | $2.3M | 7.3% | |
| SEPARATE ACCOUNT 11 HARTFORD LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $2.3M | 7.2% | |
| Vanguard Target Retirement 2050 Inv 9,868 shares | Mutual Funds | — | $10K | $1.8M | 5.7% | |
| Vanguard Target Retirement 2045 Inv 20,189 shares | Mutual Funds | — | $20K | $1.8M | 5.6% | |
| Guaranteed Interest Account | Other securities | — | — | $1.6M | 5.0% | |
| Fidelity 500 Index 2,456 shares | Common Collective Trusts | — | $2K | $1.5M | 4.8% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.4M | 4.3% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | Mutual Funds | — | $326K | $1.3M | 4.1% | |
| Vanguard Target Retirement 2055 Inv 24,256 shares | Mutual Funds | — | $24K | $1.3M | 3.9% | |
| Fidelity Large Cap Growth Index 6,389 shares | Mutual Funds | — | $6K | $697K | 2.2% | |
| CREF Growth R1 1,253 shares | Mutual Funds | — | $1K | $645K | 2.0% | |
| Vanguard Target Retirement 2020 Inv 11,356 shares | Mutual Funds | — | $11K | $642K | 2.0% | |
| Participant Loans Various maturity dates through 2036; interest rates from 5.25%–10.50% | Bonds / Notes | — | — | $585K | 1.8% | |
| Vanguard Target Retirement 2060 Inv 135,146 shares | Mutual Funds | — | $135K | $457K | 1.4% | |
| American Funds American Balanced R6 5,314 shares | Mutual Funds | — | $5K | $390K | 1.2% | |
| CREF Core Bond R1 2,863 shares | Mutual Funds | — | $3K | $376K | 1.2% | |
| CREF Global Equities R1 1,018 shares | Mutual Funds | — | $1K | $346K | 1.1% | |
| Vanguard Target Retirement Income Inv 26,029 shares | Mutual Funds | — | $26K | $341K | 1.1% | |
| Vanguard Total Bond Market Index 5,332 shares | Mutual Funds | — | $5K | $337K | 1.1% | |
| American Century Small Cap Growth R6 22,502 shares | Other securities | — | $23K | $336K | 1.1% | |
| Fidelity Mid Cap Index 10,538 shares | Mutual Funds | — | $11K | $317K | 1.0% | |
| CREF Money Market R1 9,512 shares | Mutual Funds | — | $10K | $277K | 0.9% | |
| Victory Sycamore Established Value R6 7,448 shares | Other securities | — | $7K | $267K | 0.8% | |
| CREF Equity Index R1 514 shares | Common Collective Trusts | — | — | $259K | 0.8% | |
| Empower General Account | Other securities | — | — | $256K | 0.8% | |
| HARTFORD DISCIPLINED EQUITY HLS 5,053 shares | Other securities | — | $5K | $237K | 0.7% | |
| JPMorgan Mid Cap Growth R6 5,797 shares | Other securities | — | $6K | $233K | 0.7% | |
| JANUS HENDERSON FORTY S 3,639 shares | Mutual Funds | — | $4K | $228K | 0.7% | |
| CREF Inflation-Linked Bond R1 2,719 shares | Mutual Funds | — | $3K | $225K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | Mutual Funds | — | $151K | $220K | 0.7% | |
| Dfa Us Targeted Value I 575 shares | Mutual Funds | — | — | $206K | 0.6% | |
| Putnam Large Cap Value R6 14,603 shares | Mutual Funds | — | $15K | $184K | 0.6% | |
| HARTFORD CAPITAL APPRECIATION 394 shares | Other securities | — | — | $182K | 0.6% | |
| AMERICAN FUNDS INVMT CO OF 1,920 shares | Mutual Funds | — | $2K | $181K | 0.6% | |
| Metropolitan West Total Return Bond 4,506 shares | Other securities | — | $5K | $168K | 0.5% | |
| Vanguard Developed Markets Index 36,255 shares | Mutual Funds | — | $36K | $152K | 0.5% | |
| DAVIS NY VENTURE A 6,559 shares | Other securities | — | $7K | $149K | 0.5% | |
| Fidelity Small Cap Index 26,029 shares | Mutual Funds | — | $26K | $147K | 0.5% | |
| Mfs International Diversification R3 60,090 shares | Mutual Funds | — | $60K | $143K | 0.4% | |
| AMERICAN FUNDS WASHINGTON 913 shares | Mutual Funds | — | — | $133K | 0.4% | |
| FIDELITY INFLATION PROTECTED 4,506 shares | Mutual Funds | — | $5K | $131K | 0.4% | |
| Insurance Company Accounts * TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $124K | 0.4% | |
| CREF Social Choice R1 331 shares | Mutual Funds | — | — | $119K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | Mutual Funds | — | $84K | $115K | 0.4% | |
| FIDELITY ADVISOR(R) LEVERAGED 364 shares | Mutual Funds | — | — | $111K | 0.3% | |
| FRANKLIN CORE PLUS BOND A 961 shares | Mutual Funds | — | — | $99K | 0.3% | |
| AMERICAN FUNDS CAPITAL WORLD 4,828 shares | Mutual Funds | — | $5K | $96K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONCURRENT INVESTMENT ADVISORS LLC |
| — |
| TAMPA, FL |
| INVESTMENT ADVISOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST PETERSBURG, FL | INVESTMENT ADIVISOR | -$3K | — |
