Suong IVES signed University of the Pacific's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of the Pacific's EIN is 94-1156266.
Download the official 2024 Form 5500 (PDF) for University of the Pacific from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of the Pacific's plan includes 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KUTAK ROCK LLP | 47-0597598 | — | NONE | $47K | — |
| FID INV INST OPS CO | 04-2647786 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Traditional Non-Fully Benefit-Responsive * TIAA Individual Fixed Annuity Contracts TIAA Traditional Annuity | Mutual Funds | — | — | $148.1M | 17.6% | |
| CREF Stock Account | Mutual Funds | — | — | $78.6M | 9.4% | |
| Fidelity VANG TARGET RET 2040 | Mutual Funds | — | — | $42.9M | 5.1% | |
| Fidelity VANG TARGET RET 2035 | Mutual Funds | — | — | $37.1M | 4.4% | |
| Fidelity VANG TARGET RET 2045 | Mutual Funds | — | — | $32.4M | 3.9% | |
| TIAA Individual Fixed Annuity Contracts TIAA Traditional Annuity | Mutual Funds | — | — | $30.0M | 3.6% | |
| Fidelity VANG TARGET RET 2030 | Mutual Funds | — | — | $26.7M | 3.2% | |
| CREF Growth | Mutual Funds | — | — | $26.4M | 3.1% | |
| Fidelity VANG SM CAP IDX INST | Common Collective Trusts | — | — | $20.0M | 2.4% | |
| Fidelity VANG TARGET RET 2050 | Mutual Funds | — | — | $20.0M | 2.4% | |
| CREF Global Equities | Mutual Funds | — | — | $19.2M | 2.3% | |
| Fidelity VANG TOT INTL STK IS | Mutual Funds | — | — | $16.9M | 2.0% | |
| Fidelity AF NEW PERSPECT R6 | Mutual Funds | — | — | $16.5M | 2.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $15.9M | 1.9% | |
| Fidelity VANG TARGET RET 2025 | Mutual Funds | — | — | $15.7M | 1.9% | |
| Fidelity JPM US EQUITY R6 | Mutual Funds | — | — | $15.6M | 1.9% | |
| Fidelity VANG VAL INDEX INST | Mutual Funds | — | — | $15.1M | 1.8% | |
| Fidelity JPM LG CAP GROWTH R6 | Mutual Funds | — | — | $14.8M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.6M | 1.7% | |
| CREF Equity Index | Common Collective Trusts | — | — | $14.3M | 1.7% | |
| CREF Social Choice | Mutual Funds | — | — | $13.4M | 1.6% | |
| Fidelity HTFD DIV & GRTH R6 | Mutual Funds | — | — | $12.1M | 1.4% | |
| Fidelity VANG MIDCAP IDX INST | Common Collective Trusts | — | — | $12.0M | 1.4% | |
| Fidelity BAIRD CORE PLUS INST | Mutual Funds | — | — | $11.7M | 1.4% | |
| Fidelity VANG GRTH INDEX INST | Mutual Funds | — | — | $11.4M | 1.4% | |
| Fidelity VANG TARGET RET 2020 | Mutual Funds | — | — | $10.6M | 1.3% | |
| Fidelity VANG TARGET RET 2055 | Mutual Funds | — | — | $9.0M | 1.1% | |
| Fidelity DFA REAL EST SEC I | Mutual Funds | — | — | $8.9M | 1.1% | |
| Fidelity FID US SUSTN IDX | Common Collective Trusts | — | — | $8.9M | 1.1% | |
| Fidelity AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $8.6M | 1.0% | |
| Fidelity AS SPL MID CP VAL IS | Mutual Funds | — | — | $8.2M | 1.0% | |
| CREF Bond Market | Mutual Funds | — | — | $8.2M | 1.0% | |
| Fidelity VANG WMMR-FED MMKT | Mutual Funds | — | — | $7.5M | 0.9% | |
| Fidelity VAN EM MKT ST IDX IS | Common Collective Trusts | — | — | $7.3M | 0.9% | |
| CREF Money Market | Mutual Funds | — | — | $7.1M | 0.8% | |
| Fidelity VANG TOT BD MKT ADM | Mutual Funds | — | — | $6.3M | 0.7% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $5.9M | 0.7% | |
| Fidelity VANG TARGET RET INC | Mutual Funds | — | — | $5.7M | 0.7% | |
| Fidelity PIM REAL RETURN INST | Mutual Funds | — | — | $5.3M | 0.6% | |
| Fidelity FKLN HIGH INCOME R6 | Mutual Funds | — | — | $5.2M | 0.6% | |
| Fidelity DFA GLBL EQUITY INST | Mutual Funds | — | — | $5.1M | 0.6% | |
| TIAA Individual Fixed Annuity Contracts Stable Value Fund | Stable Value | — | — | $4.0M | 0.5% | |
| Fidelity Self Directed Account | Self-Directed Brokerage | — | — | $3.9M | 0.5% | |
| Fidelity VANG TARGET RET 2060 | Mutual Funds | — | — | $3.8M | 0.4% | |
| maturing through April 15, 2034 | Other securities | — | — | $3.6M | 0.4% | |
| Fidelity Self Directed Account | Self-Directed Brokerage | — | — | $2.4M | 0.3% | |
| Fidelity VG TL INTL BD IDX AD | Common Collective Trusts | — | — | $2.0M | 0.2% | |
| Fidelity JPM MID CAP GRTH RS | Mutual Funds | — | — | $2.0M | 0.2% | |
| Fidelity JPM SHORT DURATN R6 | Mutual Funds | — | — | $1.7M | 0.2% | |
| FUTURE FDS SER ACC II OF GWL & AIC EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $996K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $43K |
| — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $41K | — |
