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Original filing (PDF)20250801130247NAL0015864178002
FRANKLIN PIERCE UNIVERSITY
Form 5500
FILING_RECEIVED
FRANKLIN PIERCE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
100% in single holding
Active participants
676
Accounts w/ balance
915
Plan assets (EOY)
$67.0M
Net assets (EOY)
$67.0M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN PIERCE UNIVERSITY.
Plan sponsor
Name
FRANKLIN PIERCE UNIVERSITY
EIN
02-0263136
Address
40 UNIVERSITY DRIVE · RINDGE, NH · 034615046
Phone
(603) 899-4077
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
2H · Partial participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $54K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | RECORDKEEPER | $3K | — |
Investments
1 pooled fund· $832K(1% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $832K | 1.2% |