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Original filing (PDF)20250604094425NAL0010733585001
BRANDEIS UNIVERSITY
Form 5500
FILING_RECEIVED
BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES
403(b) retirement plan
Active participants
617
Accounts w/ balance
886
Plan assets (EOY)
$52.2M
Net assets (EOY)
$52.2M
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 (3 bps vs 16 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
002
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)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $16K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $175 | — |
Investments
34 direct securities · 1 pooled fund· $50.2M(96% 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
$49.5M
34 holdings
Pooled Separate Account
$691K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Account Insurance contract | — | — | — | $6.6M | 12.7% | |
| CREF Stock R2 Variable annuity contract | — | — | — | $6.0M | 11.6% | |
| Fidelity Growth Company K6 Fund " | — | — | — | $5.6M | 10.8% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $4.4M | 8.5% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $4.4M | 8.4% | |
| CREF Social Choice R2 " | — | — | — | $3.3M | 6.3% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $2.2M | 4.2% | |
| Fidelity 500 Index Fund " | — | — | — | $1.9M | 3.6% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $1.8M | 3.4% | |
| Vanguard VMMR Federal Money Market Fund " | — | — | — | $1.4M | 2.7% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $1.4M | 2.6% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $1.0M | 2.0% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $1.0M | 1.9% | |
| CREF Growth R2 " | — | — | — | $837K | 1.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $809K | 1.5% | |
| Eaton Vance Atlanta Capital SMID-Cap I Fund " | — | — | — | $719K | 1.4% | |
| TIAA REAL ESTATE ACCOUNT TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $691K | 1.3% | |
| CREF Money Market R2 " | — | — | — | $688K | 1.3% | |
| CREF Equity Index R2 " | — | — | — | $584K | 1.1% | |
| CREF Global Equities R2 " | — | — | — | $568K | 1.1% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $473K | 0.9% | |
| Diamond Hill Small Mid Cap Fund Class Y " | — | — | — | $452K | 0.9% | |
| Hartford Total Return Bond R6 Fund " | — | — | — | $392K | 0.8% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $380K | 0.7% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $313K | 0.6% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $267K | 0.5% | |
| CREF Core Bond R2 " | — | — | — | $201K | 0.4% | |
| Vanguard Total Intl Stock Index I Fund " | — | — | — | $191K | 0.4% | |
| CREF Inflation-Linked Bond R2 " | — | — | — | $161K | 0.3% | |
| Fidelity US Bond Index Fund " | — | — | — | $158K | 0.3% | |
| Dodge & Cox Stock X Fund " | — | — | — | $51K | <0.1% | |
| Vanguard FTSE Social Index IS Fund " | — | — | — | $51K | <0.1% | |
| Self-Directed Brokerage Account Various | — | — | — | $43K | <0.1% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $2K | <0.1% |
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