How big is Quinnipiac University's plan?

Quinnipiac University's plan reported $335.0M in assets and 1,281 participants for 2024.

Original filing (PDF)20251014091816NAL0001161987001

Quinnipiac University

Name: Quinnipiac University — Quinnipiac University, Form 5500 (2024)
Creator: Quinnipiac University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Quinnipiac University Defined Contribution Retirement Plan

403(b) retirement plan · Quinnipiac University's Quinnipiac University Defined Contribution Retirement Plan held $335.0M in plan assets for 1,281 participants in 2024, with TIAA as recordkeeper.

Active participants

1,281

Accounts w/ balance

2,291

Plan assets (EOY)

$335.0M

Net assets (EOY)

$335.0M

Plan identifiers

Quinnipiac University's EIN is 06-0646701.

EIN 06-0646701

Plan number 001

Plan year 2024

ACK ID 20251014091816NAL0001161987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Quinnipiac University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Quinnipiac University's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for QUINNIPIAC UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

97 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

QUINNIPIAC UNIVERSITY

EIN

all filings

Address

275 MOUNT CARMEL AVENUE · HAMDEN, CT · 065181905

Phone

(203) 582-8900

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$72K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	RALEIGH, NC	NONE	$34K	—
QUINNIPIAC UNIVERSITY	06-0646701

Investments

97 direct securities · 1 pooled fund· $335.0M(100% 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.

Mutual Funds

$246.7M

81 holdings

Common Collective Trusts

$53.3M

9 holdings

Other securities

$17.6M

6 holdings

Pooled Separate Account

$10.0M

1 holding

Common Stocks

$7.3M

1 holding

					% of plan
Insurance Company General Contracts * TIAA-CREF TIAA Traditional Non Benefit Responsive	Mutual Funds	—	—	$60.8M	18.2%
s * TIAA-CREF CREF Stock R2	Mutual Funds	—	—	$44.2M	13.2%
Vanguard Inst Idx Inst	Common Collective Trusts	—	—	$19.0M	5.7%
TIAA-CREF Nuveen Intl Eq Idx R6	Common Collective Trusts	—	—	$11.9M	3.6%
TIAA-CREF CREF Growth R2	Mutual Funds	—	—	$11.7M	3.5%
TIAA-CREF Nuveen Lifecycle 2040 R6	Mutual Funds	—	—	$10.7M	3.2%
Vanguard Extended Mkt Idx Inst	Common Collective Trusts	—	—	$10.6M	3.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$10.0M	3.0%
JPMorgan Large Cap Growth R6	Other securities	—	—	$8.0M	2.4%
TIAA-CREF Nuveen Lifecycle 2035 R6	Mutual Funds	—	—	$8.0M	2.4%
Vanguard Target Retire 2045	Mutual Funds	—	—	$7.4M	2.2%
Vanguard Target Retire 2035	Mutual Funds	—	—	$7.3M	2.2%
JPMorgan Equity Inc Fd Cla R6	Common Stocks	—	—	$7.3M	2.2%
TIAA-CREF CREF Social Choice R2	Mutual Funds	—	—	$7.1M	2.1%
TIAA-CREF Nuveen Lifecycle 2030 R6	Mutual Funds	—	—	$6.5M	1.9%
TIAA-CREF CREF Equity Index R2	Common Collective Trusts	—	—	$6.4M	1.9%
American Century American Cent MdCpVa Fd Cla R6	Other securities	—	—	$6.2M	1.8%
Vanguard Target Retire 2050	Mutual Funds	—	—	$6.0M	1.8%
Vanguard Target Retire 2030	Mutual Funds	—	—	$6.0M	1.8%
Vanguard Target Retire 2040	Mutual Funds	—	—	$5.7M	1.7%
MFS Intl Diversification Cl R6	Mutual Funds	—	—	$5.6M	1.7%
TIAA-CREF CREF Global Equities R2	Mutual Funds	—	—	$5.1M	1.5%
Vanguard Federal Money Mkt Inv	Mutual Funds	—	—	$4.3M	1.3%
Vanguard Target Retire 2025	Mutual Funds	—	—	$4.0M	1.2%
TIAA-CREF Nuveen Lifecycle 2025 R6	Mutual Funds	—	—	$3.7M	1.1%
TIAA-CREF TIAA Traditional Non Benefit Responsive 2	Mutual Funds	—	—	$3.7M	1.1%
TIAA-CREF Nuveen Lifecycle 2020 R6	Mutual Funds	—	—	$3.3M	1.0%
Vanguard Target Retire 2055	Mutual Funds	—	—	$3.1M	0.9%
TIAA-CREF CREF Stock R4	Mutual Funds	—	—	$3.1M	0.9%
TIAA-CREF CREF Money Market R2	Mutual Funds	—	—	$3.0M	0.9%
TIAA-CREF Qt Sml Cap Eq Inst	Mutual Funds	—	—	$2.8M	0.8%
Vanguard Ttl Bd Mkt Idx Adm	Common Collective Trusts	—	—	$2.5M	0.7%
Vanguard Real Estate Idx Adm	Common Collective Trusts	—	—	$2.4M	0.7%
Vanguard Target Retire 2020	Mutual Funds	—	—	$2.3M	0.7%
TIAA-CREF CREF Inflation-Linked Bond R2	Mutual Funds	—	—	$2.2M	0.7%
BlackRock Hgh Yld Bd Portf K	Other securities	—	—	$2.1M	0.6%
Vanguard Target Retire Income	Mutual Funds	—	—	$2.1M	0.6%
TIAA-CREF Nuveen Lifecycle 2045 R6	Mutual Funds	—	—	$2.1M	0.6%
TIAA-CREF CREF Social Choice R4	Mutual Funds	—	—	$1.9M	0.6%
MFS Mid Cap Growth Fund R6	Mutual Funds	—	—	$1.6M	0.5%
PIMCO Total Return Instl	Mutual Funds	—	—	$1.6M	0.5%
Vanguard Target Retire 2060	Mutual Funds	—	—	$1.6M	0.5%
TIAA-CREF CREF Core Bond R2	Mutual Funds	—	—	$1.3M	0.4%
Principal Small Cap Val II R6	Other securities	—	—	$1.3M	0.4%
TIAA-CREF Nuveen Lifecycle 2050 R6	Mutual Funds	—	—	$1.2M	0.4%
TIAA-CREF CREF Inflation-Linked Bond R4	Mutual Funds	—	—	$966K	0.3%
TIAA-CREF Nuveen Lifecycle 2015 R6	Mutual Funds	—	—	$845K	0.3%
Fidelity FID Total Mkt Idx	Common Collective Trusts	—	—	$395K	0.1%
TIAA-CREF CREF Money Market R4	Mutual Funds	—	—	$389K	0.1%
Fidelity FID Freedom 2040	Mutual Funds	—	—	$386K	0.1%