Melissa Rencehausen signed Whittier College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whittier College's EIN is 95-1644048.
Download the official 2024 Form 5500 (PDF) for Whittier College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whittier College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $83K | — |
| ARMANINO LLP | 94-6214841 | — | NONE | $16K |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Fully Benefit-Responsive Fund Fixed annuity contract | Mutual Funds | — | — | $30.5M | 21.0% | |
| CREF Stock R2 Fund Variable annuity contract | Mutual Funds | — | — | $30.0M | 20.7% | |
| CREF Global Equities R2 Fund Variable annuity contract | Mutual Funds | — | — | $10.3M | 7.1% | |
| CREF Growth R2 Fund Variable annuity contract | Mutual Funds | — | — | $10.0M | 6.9% | |
| CREF Equity Index R2 Fund Variable annuity contract | Common Collective Trusts | — | — | $7.9M | 5.5% | |
| CREF Social Choice R2 Fund Variable annuity contract | Mutual Funds | — | — | $6.4M | 4.4% | |
| Nuveen Lifecycle 2040 Fund R6 Mutual fund | Mutual Funds | — | — | $5.1M | 3.5% | |
| TIAA Traditional Benefit-Responsive Fund Fixed annuity contract | Mutual Funds | — | — | $4.9M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 2.3% | |
| Nuveen Lifecycle 2030 Fund R6 Mutual fund | Mutual Funds | — | — | $3.1M | 2.1% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.1M | 2.1% | |
| Nuveen Lifecycle 2045 Fund R6 Mutual fund | Mutual Funds | — | — | $3.0M | 2.1% | |
| CREF Core Bond R2 Variable annuity contract | Mutual Funds | — | — | $2.8M | 2.0% | |
| TIAA Traditional Non-Fully Benefit-Responsive Fund 2 Fixed annuity contract | Mutual Funds | — | — | $2.8M | 1.9% | |
| Nuveen Lifecycle 2035 Fund R6 Mutual fund | Mutual Funds | — | — | $2.3M | 1.6% | |
| CREF Money Market R2 Fund Variable annuity contract | Mutual Funds | — | — | $2.2M | 1.5% | |
| Nuveen Lifecycle 2050 Fund R6 Mutual fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| JPMorgan Value Advantage Fund Mutual fund | Other securities | — | — | $1.7M | 1.1% | |
| CREF Inflation-Linked Bond Fund Variable annuity contract | Mutual Funds | — | — | $1.4M | 1.0% | |
| The Hartford International Opportunities R6 Fund Mutual fund | Other securities | — | — | $1.2M | 0.9% | |
| Vanguard Total International Stock Index Fund Mutual fund | Common Collective Trusts | — | — | $1.2M | 0.8% | |
| Harbor Capital Appreciation Return Fund Mutual fund | Other securities | — | — | $1.0M | 0.7% | |
| Nuveen Lifecycle 2025 Fund R6 Mutual fund | Mutual Funds | — | — | $896K | 0.6% | |
| Vanguard Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $879K | 0.6% | |
| MFS Mid-Cap Value Fund R6 Mutual fund | Mutual Funds | — | — | $876K | 0.6% | |
| Vanguard Federal Money Market Money market | Mutual Funds | — | — | $821K | 0.6% | |
| Principal Small Cap Growth I R6 Fund Mutual fund | Other securities | — | — | $756K | 0.5% | |
| Nuveen Lifecycle 2055 Fund R6 Mutual fund | Mutual Funds | — | — | $724K | 0.5% | |
| Nuveen Lifecycle 2020 Fund R6 Mutual fund | Mutual Funds | — | — | $709K | 0.5% | |
| Nuveen Lifecycle 2015 Fund R6 Mutual fund | Mutual Funds | — | — | $593K | 0.4% | |
| MassMutual Mid Cap Growth I Fund Mutual fund | Other securities | — | — | $448K | 0.3% | |
| BlackRock Total Return K Fund Mutual fund | Other securities | — | — | $433K | 0.3% | |
| Notes receivable from participants maturities through March 1, 2031 - | Other securities | — | — | $310K | 0.2% | |
| Nuveen Lifecycle 2060 Fund R6 Mutual fund | Mutual Funds | — | — | $251K | 0.2% | |
| American Beacon Small-Cap Value R6 Fund Mutual fund | Other securities | — | — | $221K | 0.2% | |
| Nuveen Lifecycle 2010 Fund R6 Mutual fund | Mutual Funds | — | — | $100K | <0.1% | |
| TIAA Traditional Benefit- Responsive Fund 2 Fixed annuity contract | Mutual Funds | — | — | $75K | <0.1% | |
| Nuveen Lifecycle 2065 Fund R6 Mutual fund | Mutual Funds | — | — | $25K | <0.1% | |
| Plan Loan Default Fund Fixed annuity contract | Other securities | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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