Aaron Dahlke signed Azusa Pacific University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Azusa Pacific University's EIN is 95-1744369.
Download the official 2024 Form 5500 (PDF) for Azusa Pacific University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Azusa Pacific University'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 | $202K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICES GROUP | 20-8532658 | — | NONE | $60K | — |
| CAPINCROUSE LLP | 36-3990892 | — | NONE |
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 Benefit Responsive | Mutual Funds | — | — | $38.8M | 12.4% | |
| CREF Stock 34,343.0030 units | Mutual Funds | — | — | $31.3M | 10.0% | |
| Vanguard 500 Idx Adm 62,021.9791 shares | Common Collective Trusts | — | — | $29.7M | 9.5% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $17.1M | 5.4% | |
| TIAA-CREF Lifecycle 2040-Inst 1,190,812.5420 shares | Mutual Funds | — | — | $13.1M | 4.2% | |
| JP Morgan JPMorgan Large Cap Growth R6 145,308.7815 shares | Other securities | — | — | $12.2M | 3.9% | |
| Vanguard Total International Stock Index Adm 89,084.4639 shares | Mutual Funds | — | — | $11.3M | 3.6% | |
| PRIMECAP Odyssey Stock Fund 321,588.9307 shares | Mutual Funds | — | — | $10.8M | 3.4% | |
| TIAA-CREF Lifecycle 2025-Inst 1,063,452.7140 shares | Mutual Funds | — | — | $10.5M | 3.3% | |
| TIAA-CREF Lifecycle 2030-Inst 909,871.2376 shares | Mutual Funds | — | — | $9.3M | 3.0% | |
| Vanguard Small-Cap Index Adm 74,377.5946 shares | Mutual Funds | — | — | $8.6M | 2.7% | |
| TIAA-CREF Lifecycle 2035-Inst 791,149.3883 shares | Mutual Funds | — | — | $8.5M | 2.7% | |
| TIAA-CREF Lifecycle 2045-Inst 547,704.7932 shares | Mutual Funds | — | — | $7.7M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.4M | 2.4% | |
| Vanguard Total Bond Market Index Adm 733,167.0194 shares | Mutual Funds | — | — | $7.0M | 2.2% | |
| TIAA-CREF Lifecycle 2050-Inst 462,728.9611 shares | Mutual Funds | — | — | $6.7M | 2.1% | |
| CREF Growth 11,921.3656 units | Mutual Funds | — | — | $6.3M | 2.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $5.7M | 1.8% | |
| Vanguard Mid-Cap Index Adm 73,771.0358 shares | Mutual Funds | — | — | $5.3M | 1.7% | |
| Dodge & Cox Stock Fund 20,515.9930 shares | Mutual Funds | — | — | $5.3M | 1.7% | |
| Vanguard Federal Money Market 4,889,781.2340 shares | Mutual Funds | — | — | $4.9M | 1.6% | |
| American Funds EuroPacific Growth Fund R6 80,425.6311 shares | Mutual Funds | — | — | $4.3M | 1.4% | |
| TIAA-CREF Lifecycle 2020-Inst 458,122.9469 shares | Mutual Funds | — | — | $4.3M | 1.4% | |
| CREF Money Market 130,926.5022 units | Mutual Funds | — | — | $3.9M | 1.2% | |
| American Century Mid Cap Value Fund Class R6 239,586.9150 shares | Other securities | — | — | $3.7M | 1.2% | |
| CREF Social Choice 8,715.6960 units | Mutual Funds | — | — | $3.2M | 1.0% | |
| CREF Core Bond 23,180.2265 units | Mutual Funds | — | — | $3.1M | 1.0% | |
| TIAA-CREF Lifecycle 2055-Inst 170,814.6376 shares | Mutual Funds | — | — | $3.0M | 0.9% | |
| CREF Global Equities 8,270.3483 units | Mutual Funds | — | — | $2.9M | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm 73,199.2875 shares | Mutual Funds | — | — | $2.7M | 0.9% | |
| DFA Inflation-Protected Securities 249,749.4332 shares | Mutual Funds | — | — | $2.7M | 0.9% | |
| TIAA-CREF Lifecycle 2015-Inst 276,533.5745 shares | Mutual Funds | — | — | $2.5M | 0.8% | |
| CREF Equity Index 4,764.9455 units | Common Collective Trusts | — | — | $2.4M | 0.8% | |
| CREF Inflation-Linked Bond 28,631.4053 units | Mutual Funds | — | — | $2.4M | 0.8% | |
| T Rowe Price Small Cap Value 45,355.0752 shares | Mutual Funds | — | — | $2.4M | 0.8% | |
| Vanguard FTSE Social Index Adm 41,513.2580 shares | Mutual Funds | — | — | $2.3M | 0.7% | |
| Dodge & Cox Income Fund 180,901.4173 shares | Mutual Funds | — | — | $2.2M | 0.7% | |
| Oakmark Fund - Institutional 12,945.3304 shares | Other securities | — | — | $2.0M | 0.6% | |
| TIAA-CREF Lifecycle 2060-Inst 88,791.3768 shares | Mutual Funds | — | — | $1.3M | 0.4% | |
| Templeton PGIM Global Total Return R6 256,929.4883 shares | Mutual Funds | — | — | $1.3M | 0.4% | |
| TIAA-CREF Lifecycle 2010-Inst 114,025.0300 shares | Mutual Funds | — | — | $1.1M | 0.4% | |
| BlackRock Mid Cap Growth Equity 24,053.0160 shares | Other securities | — | — | $1.0M | 0.3% | |
| Participant loans Interest rates 4.25% to 9.50% | Bonds / Notes | — | — | $1.0M | 0.3% | |
| Metropolitan West Tot Ret Bd M 26,890.8906 shares | Other securities | — | — | $239K | <0.1% | |
| TIAA-CREF Lifecycle 2065-Inst 12,631.1874 shares | Mutual Funds | — | — | $165K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $31K | <0.1% | |
| TIAA Plan Loan Default Fund Benefit Responsive | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $17K |
| — |
