Back to filter
Original filing (PDF)20251013140501NAL0003179458001
NEW YORK UNIVERSITY
Form 5500
FILING_RECEIVED
NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
11,831
Accounts w/ balance
18,835
Plan assets (EOY)
$999.6M
Net assets (EOY)
$999.6M
How this plan invests
This plan
1 pooled trust
Schedule D
46 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 (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK UNIVERSITY.
Plan sponsor
Name
NEW YORK UNIVERSITY
EIN
13-5562308
Address
ONE PARK AVENUE, · 4TH FLOOR, HUMAN RESOURCES · NEW YORK, NY · 10016
Phone
(212) 404-4002
Industry
Educational Servicessee all
Plan administrator
Name
NYU GROSSMAN SCHOOL OF MEDICINE
EIN
13-5562308
City
NEW YORK, NY
Phone
(212) 404-4002
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $251K | — |
Investments
45 direct securities · 1 pooled fund· $987.4M(99% 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
$975.7M
45 holdings
Pooled Separate Account
$11.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $77.7M | 7.8% | |
| Vanguard Institutional Index Plus Shares Mutual Fund | — | — | — | $77.3M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $76.2M | 7.6% | |
| TIAA Traditional - GSRA & SRA Guaranteed Investment Contract | — | — | — | $74.9M | 7.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $68.3M | 6.8% | |
| CREF Stock Variable Annuity Contract | — | — | — | $51.5M | 5.1% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $43.9M | 4.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $40.3M | 4.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $40.1M | 4.0% | |
| Vanguard Developed Markets Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $37.2M | 3.7% | |
| Vanguard U.S. Growth Fund Admiral Shares Mutual Fund | — | — | — | $35.2M | 3.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $28.1M | 2.8% | |
| TIAA Traditional - RA Guaranteed Investment Contract | — | — | — | $25.0M | 2.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $23.3M | 2.3% | |
| Vanguard Extended Market Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $22.0M | 2.2% | |
| CREF Growth Variable Annuity Contract | — | — | — | $20.3M | 2.0% | |
| Vanguard Value Index Fund Institutional Shares Mutual Fund | — | — | — | $19.0M | 1.9% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $17.2M | 1.7% | |
| Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $14.5M | 1.4% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $13.9M | 1.4% | |
| Vanguard Growth Index Fund Institutional Shares Mutual Fund | — | — | — | $13.5M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional Plus Shares Mutual Fund | — | — | — | $12.0M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.7M | 1.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $11.4M | 1.1% | |
| Vanguard REIT Index Fund Institutional Shares Mutual Fund | — | — | — | $10.7M | 1.1% | |
| Vanguard Global Equity Fund Mutual Fund | — | — | — | $9.9M | 1.0% | |
| CREF Equity Index Variable Annuity Contract | — | — | — | $9.0M | 0.9% | |
| CREF Global Equities Variable Annuity Contract | — | — | — | $8.9M | 0.9% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $8.8M | 0.9% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $8.2M | 0.8% | |
| CREF Social Choice Variable Annuity Contract | — | — | — | $7.9M | 0.8% | |
| Vanguard Short-Term Bond Index Fund Institutional Shares Mutual Fund | — | — | — | $7.8M | 0.8% | |
| CREF Bond Market Variable Annuity Contract | — | — | — | $7.4M | 0.7% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $7.4M | 0.7% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $6.9M | 0.7% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $6.3M | 0.6% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Mutual Fund | — | — | — | $6.1M | 0.6% | |
| CREF Money Market Variable Annuity Contract | — | — | — | $5.9M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Institutional Shares Mutual Fund | — | — | — | $5.8M | 0.6% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | — | — | — | $4.8M | 0.5% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $3.4M | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $3.3M | 0.3% | |
| CREF Inflation-Linked Bond Variable Annuity Contract | — | — | — | $2.6M | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 Mutual Fund | — | — | — | $1.2M | 0.1% | |
| TIAA-CREF Self Directed Acct Self-Directed Account | — | — | — | $652K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $313K | <0.1% |