Chapman University's EIN is 95-1643992.
Download the official 2024 Form 5500 (PDF) for Chapman University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Chapman University's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | CUSTODIAN | $35 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER CO INC. | 04-2647786 | — | RECORDKEEPER | $4K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 5500TAX GROUP INC. | 20-2116576 | — | NONE | $19K | — |
| ALMICH & ASSOCIATES | 33-0526284 | — | NONE | $13K | — |
| BENEFIT FINANCIAL SERVICES GROUP | 20-8532658 | — | NONE | $4K | — |
