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Original filing (PDF)20250604093256NAL0010730209001
BRANDEIS UNIVERSITY
Form 5500
FILING_RECEIVED
BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES
403(b) retirement plan
Active participants
1,994
Accounts w/ balance
3,497
Plan assets (EOY)
$855.0M
Net assets (EOY)
$855.0M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANDEIS UNIVERSITY.
Plan sponsor
Name
BRANDEIS UNIVERSITY
EIN
04-2103552
Address
HUMAN RESOURCES MS118 · 415 SOUTH STREET · WALTHAM, MA · 024549110
Phone
(781) 736-4474
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
2025-06-04
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $193K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $175 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT CONSULTING ADV | $95K | — |
Investments
34 direct securities · 1 pooled fund· $826.4M(97% 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.
Uncategorized
$810.4M
34 holdings
Pooled Separate Account
$16.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Variable annuity contract | — | — | — | $157.8M | 18.5% | |
| TIAA Traditional Non Benefit Responsive Account Insurance contract | — | — | — | $150.0M | 17.5% | |
| Fidelity Growth Company Fund " | — | — | — | $89.4M | 10.5% | |
| Fidelity 500 Index Fund " | — | — | — | $52.4M | 6.1% | |
| CREF Social Choice R2 " | — | — | — | $34.4M | 4.0% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $32.4M | 3.8% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $26.6M | 3.1% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $24.9M | 2.9% | |
| CREF Growth R2 " | — | — | — | $20.9M | 2.4% | |
| CREF Global Equities R2 " | — | — | — | $19.0M | 2.2% | |
| Fidelity Extended Market Index Fund " | — | — | — | $18.7M | 2.2% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $17.4M | 2.0% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $17.3M | 2.0% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.0M | 1.9% | |
| CREF Equity Index R2 " | — | — | — | $14.3M | 1.7% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $14.1M | 1.6% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $12.1M | 1.4% | |
| Vanguard Federal Money Mkt Inv " | — | — | — | $11.4M | 1.3% | |
| CREF Money Market R2 " | — | — | — | $11.3M | 1.3% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $9.1M | 1.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $8.1M | 0.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $7.5M | 0.9% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class I " | — | — | — | $7.5M | 0.9% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $7.2M | 0.8% | |
| The Hartford Total Return Bond Fund Class R6 " | — | — | — | $6.8M | 0.8% | |
| Dodge & Cox Stock Fund " | — | — | — | $6.3M | 0.7% | |
| Self-Directed Brokerage Account Various | — | — | — | $5.5M | 0.6% | |
| American Funds Europacific Growth R5 " | — | — | — | $5.5M | 0.6% | |
| CREF Core Bond R2 " | — | — | — | $5.4M | 0.6% | |
| Vanguard FTSE Social Index Fund Institutional Fund " | — | — | — | $4.3M | 0.5% | |
| Diamond Hill Small-Mid Cap Fund Class Y " | — | — | — | $4.2M | 0.5% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $4.0M | 0.5% | |
| CREF Inflation-Linked Bond R2 " | — | — | — | $3.2M | 0.4% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1.1M | 0.1% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $91K | <0.1% |