Jessica Oglesbee signed Whitworth University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitworth University's EIN is 91-0473310.
Download the official 2024 Form 5500 (PDF) for Whitworth University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitworth 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2030 Fund N/R | Common Stocks | — | — | $11.9M | 12.2% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2040 Fund N/R | Common Stocks | — | — | $11.1M | 11.4% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2025 Fund N/R | Common Stocks | — | — | $10.1M | 10.3% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2035 Fund N/R | Common Stocks | — | — | $9.6M | 9.9% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2020 Fund N/R | Common Stocks | — | — | $7.7M | 7.9% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2045 Fund N/R | Common Stocks | — | — | $7.5M | 7.7% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2050 Fund N/R | Common Stocks | — | — | $7.1M | 7.2% | |
| Fund JP Morgan JP Morgan Large Cap Growth R6 Fund N/R | Other securities | — | — | $6.4M | 6.6% | |
| Fidelity Investments Fidelity 500 Index Fund - N/R | Mutual Funds | — | — | $5.5M | 5.7% | |
| Fully Benefit Responsive Stable Value Investment Contract New York Life Investment New York Life Guaranteed Interest N/R | Stable Value | — | — | $2.2M | 2.3% | |
| T. Rowe Price Associates, Inc T. Rowe Price Equity Income Fund N/R | Common Stocks | — | — | $2.2M | 2.2% | |
| Institutional Class Fidelity Investments Fidelity MidCap Index Fund - N/R | Common Collective Trusts | — | — | $2.1M | 2.1% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2055 Fund N/R | Common Stocks | — | — | $2.0M | 2.0% | |
| Institutional Class Fidelity Investments Fidelity Small Cap Index Fund - N/R | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| American Century Funds American Funds Euro Pacific Growth R6 N/R | Mutual Funds | — | — | $1.5M | 1.5% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2060 Fund N/R | Common Stocks | — | — | $1.4M | 1.4% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2015 Fund N/R | Common Stocks | — | — | $1.1M | 1.1% | |
| Vanguard Short-Term Federal Admiral N/R | Mutual Funds | — | — | $1.0M | 1.1% | |
| PGIM Investments, LLC PGIM Total Return Bond Fund R6 Fund N/R | Other securities | — | — | $721K | 0.7% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2065 Fund N/R | Common Stocks | — | — | $640K | 0.7% | |
| Institutional Class Fidelity Investments Fidelity Real Estate Index Fund - N/R | Common Collective Trusts | — | — | $619K | 0.6% | |
| Institutional Class T. Rowe Price Associates, Inc T. Rowe Price Retirement 2005 Fund N/R | Common Stocks | — | — | $577K | 0.6% | |
| Nuveen Large Cap RE Eq R6 N/R | Mutual Funds | — | — | $559K | 0.6% | |
| Fund Conestoga Capital Conestoga Small Cap Inv Fund N/R | Other securities | — | — | $449K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $445K | 0.5% | |
| Dimensional Fund Advisors Dimensional Fund Advisors Int'l Small N/R | Mutual Funds | — | — | $367K | 0.4% | |
| Management Account Class 25 * Participant Loans Interest rates are between 4.25% and $0 | Bonds / Notes | — | — | $257K | 0.3% | |
| Value Port 1 Fd Northern Funds Northern Funds Small Cap Value Fund N/R | Other securities | — | — | $210K | 0.2% | |
| Institutional Class Fidelity Investments Fidelity Total Index Fund - N/R | Common Collective Trusts | — | — | $179K | 0.2% | |
| Nuveen Core Impact Rond R6 Fd N/R | Mutual Funds | — | — | $170K | 0.2% | |
| Nuveen Social Choice Int Eq R6 N/R | Mutual Funds | — | — | $126K | 0.1% | |
| (E) | Other securities | — | — | $65K | <0.1% | |
| Company 1 Fd Dimensional Fund Advisors Dimensional Fund Advisors World ex US N/R | Mutual Funds | — | — | $65K | <0.1% | |
| T. Rowe Price Associates, Inc T. Rowe Price Retirement 2010 Fund N/R | Common Stocks | — | — | $44K | <0.1% | |
| (E) | Other securities | — | — | $44K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
