LORI Seager signed Colorado College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colorado College's EIN is 84-0402510.
Download the official 2024 Form 5500 (PDF) for Colorado College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colorado College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $54K | — |
| INSERO & CO. CPAS, LLP | 47-5324570 | — | NONE | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Non Fully Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $59.9M | 15.7% | |
| CREF Stock | Mutual Funds | — | — | $47.6M | 12.5% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $18.7M | 4.9% | |
| CREF Social Choice | Mutual Funds | — | — | $16.4M | 4.3% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $15.5M | 4.1% | |
| TIAA Fully Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $15.1M | 3.9% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $14.1M | 3.7% | |
| CREF Growth | Mutual Funds | — | — | $13.8M | 3.6% | |
| Vanguard Total Stock Market Index Institutional | Common Collective Trusts | — | — | $12.4M | 3.3% | |
| Vanguard Value Index Institutional | Mutual Funds | — | — | $11.5M | 3.0% | |
| Vanguard Total International Stock Index Institutional | Mutual Funds | — | — | $11.0M | 2.9% | |
| Vanguard Total Bond Market Index Institutional | Mutual Funds | — | — | $10.9M | 2.9% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $10.8M | 2.8% | |
| Nuveen Large Cap Responsible Equity | Mutual Funds | — | — | $9.3M | 2.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $7.7M | 2.0% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $7.5M | 2.0% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $7.3M | 1.9% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $7.1M | 1.8% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $7.0M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.4M | 1.7% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $6.3M | 1.7% | |
| Vanguard Growth Index Institutional | Mutual Funds | — | — | $6.3M | 1.7% | |
| Nuveen International Responsible Equity | Mutual Funds | — | — | $6.0M | 1.6% | |
| Nuveen Real Estate Securities Select | Mutual Funds | — | — | $5.6M | 1.5% | |
| CREF Global Equities | Mutual Funds | — | — | $5.4M | 1.4% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $5.2M | 1.4% | |
| CREF Equity Index | Common Collective Trusts | — | — | $5.2M | 1.4% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $3.9M | 1.0% | |
| CREF Core Bond | Mutual Funds | — | — | $3.7M | 1.0% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $3.3M | 0.9% | |
| JPMorgan Core Bond Fund R6 | Other securities | — | — | $2.9M | 0.8% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $2.9M | 0.8% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $2.9M | 0.7% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $2.4M | 0.6% | |
| Nuveen Core Impact Bond | U.S. Treasuries | — | — | $1.6M | 0.4% | |
| Nuveen Lifecycle Index 2015 | Mutual Funds | — | — | $1.5M | 0.4% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $1.1M | 0.3% | |
| TIAA-CREF Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $969K | 0.3% | |
| and maturity dates ranging from September 2025 to July 2034 | Other securities | — | — | $932K | 0.2% | |
| CREF Money Market | Mutual Funds | — | — | $925K | 0.2% | |
| DFA International Small Company I | Mutual Funds | — | — | $901K | 0.2% | |
| Northern Small Cap Value | Other securities | — | — | $647K | 0.2% | |
| Nuveen Lifecycle Index 2010 | Mutual Funds | — | — | $645K | 0.2% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $565K | 0.1% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $116K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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