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Original filing (PDF)20250828100756NAL0020238850001
MANHATTAN UNIVERSITY
Form 5500
FILING_RECEIVED
MANHATTAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
377
Accounts w/ balance
1,185
Plan assets (EOY)
$291.1M
Net assets (EOY)
$291.1M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANHATTAN UNIVERSITY.
Plan sponsor
Name
MANHATTAN UNIVERSITY
EIN
13-1740468
Address
4513 MANHATTAN COLLEGE PARKWAY · RIVERDALE, NY · 10471
Phone
(718) 862-7393
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
2025-08-28
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $79K | — |
| PFK O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $37K | — |
| TIAA | 13-1624203 | — | NONE | $16K | — |
Investments
40 direct securities · 1 pooled fund· $266.7M(92% 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
$256.7M
40 holdings
Pooled Separate Account
$10.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES * CREF Stock R2 | — | — | $68K | $61.6M | 21.1% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE SHARES / UNITS * TIAA Traditional Annuity Account | — | — | — | $58.8M | 20.2% | |
| CREF Global Equities R2 | — | — | $51K | $17.8M | 6.1% | |
| CREF Growth R2 | — | — | $27K | $13.9M | 4.8% | |
| CREF Equity Index R2 | — | — | $23K | $11.9M | 4.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $22K | $10.0M | 3.4% | |
| Nuveen Lifecycle 2040 R6 | — | — | $709K | $7.8M | 2.7% | |
| CREF Core Bond R2 | — | — | $56K | $7.5M | 2.6% | |
| CREF Social Choice R2 | — | — | $19K | $6.9M | 2.4% | |
| Vanguard 500 Idx Adm | — | — | $11K | $6.2M | 2.1% | |
| Vanguard Devlopd Mkts Idx Adm | — | — | $382K | $5.9M | 2.0% | |
| Vanguard Equity Income Adm | — | — | $55K | $4.9M | 1.7% | |
| CREF Money Market R2 | — | — | $156K | $4.6M | 1.6% | |
| Vanguard Small-Cap Idx Adm | — | — | $38K | $4.4M | 1.5% | |
| Nuveen Lifecycle 2050 R6 | — | — | $261K | $3.8M | 1.3% | |
| Nuveen Lifecycle 2030 R6 | — | — | $369K | $3.8M | 1.3% | |
| CREF Inflation-Linked Bond R2 | — | — | $45K | $3.8M | 1.3% | |
| Nuveen Lifecycle 2035 R6 | — | — | $352K | $3.8M | 1.3% | |
| Nuveen Lifecycle 2045 R6 | — | — | $262K | $3.7M | 1.3% | |
| MFS Mid Cap Value Class R6 | — | — | $105K | $3.3M | 1.1% | |
| Nuveen Lifecycle 2025 R6 | — | — | $320K | $3.2M | 1.1% | |
| American Fd New Perspective R6 | — | — | $45K | $2.8M | 1.0% | |
| Nuveen Lifecycle 2015 R6 | — | — | $247K | $2.2M | 0.8% | |
| Nuveen Lifecycle 2020 R6 | — | — | $232K | $2.2M | 0.7% | |
| Vanguard Ttl Stk Mkt Idx Adm | — | — | $13K | $1.8M | 0.6% | |
| Principal Blue Chip Fund Cl R6 | — | — | $34K | $1.6M | 0.5% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | $38K | $1.4M | 0.5% | |
| Nuveen Lifecycle 2055 R6 | — | — | $77K | $1.3M | 0.5% | |
| Putnam Small Cap Growth R6 | — | — | $12K | $988K | 0.3% | |
| Nuveen Lifecycle 2010 R6 | — | — | $86K | $856K | 0.3% | |
| PGIM Total Return Bond R6 | — | — | $69K | $816K | 0.3% | |
| Carillon Eagle Mid Cap Grw R6 | — | — | $8K | $599K | 0.2% | |
| BlackRock Strategic Inc Opp K | — | — | $50K | $477K | 0.2% | |
| Nuveen Money Market R6 | — | — | $464K | $464K | 0.2% | |
| Vanguard Mid-Cap Idx Adm | — | — | $1K | $432K | 0.1% | |
| American EuroPac Growth R6 | — | — | $8K | $428K | 0.1% | |
| Nuveen Large Cap Resp Eq R6 | — | — | $13K | $348K | 0.1% | |
| Nuveen Lifecycle 2060 R6 | — | — | $20K | $304K | 0.1% | |
| Allspring Spec SmallCap Val R6 | — | — | $4K | $169K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | $6K | $75K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 | — | — | $2K | $23K | <0.1% |