Nicolle Taylor signed Pepperdine University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pepperdine University's EIN is 95-1644037.
Download the official 2024 Form 5500 (PDF) for Pepperdine University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pepperdine University'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $256K | — |
| TEACHERS INSURANCE & ANNUITY ASSOC. | 94-1773778 | — | RECORD KEEPING | $9K | — |
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 |
|---|---|---|---|---|---|
| BFSG, LLC | 20-8161914 | — | CONSULTANT | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANCHESTER FINANCIAL INC. | 95-4281964 | — | SECURITIES BROKER | $37K | — |
| INTEGRITY FINANCIAL CORPORATION | 32-0123516 | — | SECURITIES BROKER | $20K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | SECURITIES BROKER | $17K | — |
| CEDARSTONE ADVISORS, INC. | 47-1539900 | — | SECURITIES BROKER | $16K | — |
| SUMMIT GLOBAL INVESTMENTS LLC | 27-3613371 | — | SECURITIES BROKER | $11K | — |
| BURTON ENRIGHT WELCH | 27-1702630 | — | SECURITIES BROKER | $9K | — |
| SHERWOOD FINANCIAL | 83-3903891 | — | SECURITIES BROKER | $6K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
