Stephanie Morris signed Regis University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Regis University's EIN is 84-0402707.
Download the official 2024 Form 5500 (PDF) for Regis University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Regis University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $227K | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $104 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSET GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| Nonbenefit-Responsive Investment Contract * TIAA Traditional Annuity, nonbenefit-responsive | Mutual Funds | — | — | $20.8M | 12.3% | |
| Blackrock Lifepath Index Retirement Investment | Mutual Funds | — | — | $16.1M | 9.5% | |
| TIAA-CREF Stock R2 | Mutual Funds | — | — | $12.1M | 7.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.8M | 7.0% | |
| Blackrock Lifepath Index 2035 Investor A | Other securities | — | — | $11.0M | 6.5% | |
| Blackrock Lifepath Index 2040 Investor A | Other securities | — | — | $10.1M | 6.0% | |
| Blackrock Lifepath Index 2030 Investor A | Other securities | — | — | $7.9M | 4.7% | |
| Blackrock Lifepath Index 2045 Investor A | Other securities | — | — | $7.5M | 4.4% | |
| TIAA-CREF Growth R2 | Mutual Funds | — | — | $5.7M | 3.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.7M | 2.8% | |
| Fidelity Total Intl Index Instl Premium | Mutual Funds | — | — | $4.4M | 2.6% | |
| Blackrock Lifepath Index 2050 Investor A | Other securities | — | — | $3.6M | 2.1% | |
| TIAA-CREF Global Equities R2 | Mutual Funds | — | — | $3.3M | 2.0% | |
| TIAA-CREF Money Market R2 | Mutual Funds | — | — | $3.1M | 1.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.8M | 1.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.6M | 1.5% | |
| TIAA-CREF Social Choice R2 | Mutual Funds | — | — | $2.4M | 1.4% | |
| PIMCO Total Return III Admin | Mutual Funds | — | — | $2.4M | 1.4% | |
| Mainstay Large Cap Growth I | Other securities | — | — | $2.0M | 1.2% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $2.0M | 1.2% | |
| TIAA-CREF Equity Index R2 | Common Collective Trusts | — | — | $1.8M | 1.1% | |
| Catholic Responsible Investments Equity Index Ins | Common Collective Trusts | — | — | $1.8M | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 1.0% | |
| Blackrock Lifepath Index 2055 Investor A | Other securities | — | — | $1.7M | 1.0% | |
| TIAA-CREF Core Bond R2 | Mutual Funds | — | — | $1.4M | 0.8% | |
| Self Directed Brokerage Accounts Empower Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.3M | 0.8% | |
| DFA International Social Core Equity Institutional | Mutual Funds | — | — | $1.1M | 0.7% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $1.1M | 0.7% | |
| DFA Global Real Estate I | Mutual Funds | — | — | $1.0M | 0.6% | |
| DFA US Social Core Equity 2 | Mutual Funds | — | — | $986K | 0.6% | |
| TIAA-CREF Lifecycle 2035 | Mutual Funds | — | — | $870K | 0.5% | |
| TIAA-CREF Lifecycle 2020 | Mutual Funds | — | — | $862K | 0.5% | |
| JP Morgan Mid Cap Index Admiral | Other securities | — | — | $857K | 0.5% | |
| TIAA-CREF Lifecycle 2040 | Mutual Funds | — | — | $833K | 0.5% | |
| American Funds Europacific Growth R4 | Mutual Funds | — | — | $759K | 0.4% | |
| Oakmark International I | Other securities | — | — | $665K | 0.4% | |
| TIAA-CREF Small-Cap Equity | Mutual Funds | — | — | $627K | 0.4% | |
| TIAA-CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $546K | 0.3% | |
| Blackrock Lifepath Index 2060 Investor A | Other securities | — | — | $515K | 0.3% | |
| s (Continued) * TIAA-CREF International Equity ** $ | Mutual Funds | — | — | $497K | 0.3% | |
| TIAA-CREF Large Cap Value | Mutual Funds | — | — | $483K | 0.3% | |
| TIAA-CREF Mid-Cap Value | Mutual Funds | — | — | $437K | 0.3% | |
| TIAA-CREF Lifecycle 2030 | Mutual Funds | — | — | $260K | 0.2% | |
| Emerald Growth Institutional | Other securities | — | — | $252K | 0.1% | |
| TIAA-CREF Lifecycle 2025 | Mutual Funds | — | — | $206K | 0.1% | |
| TIAA-CREF Mid-Cap Growth | Mutual Funds | — | — | $177K | 0.1% | |
| TIAA-CREF Lifecycle 2015 | Mutual Funds | — | — | $126K | <0.1% | |
| Boston Partners Small Cap Value III | Other securities | — | — | $83K | <0.1% | |
| TIAA-CREF Lifecycle 2050 | Mutual Funds | — | — | $63K | <0.1% | |
| Blackrock Lifepath Index 2065 Investor A | Other securities | — | — | $61K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $61K |
| — |
