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Original filing (PDF)20250626154204NAL0005214403001
UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC.
Form 5500
FILING_RECEIVED
UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN
Defined-contribution retirement plan
Active participants
27
Accounts w/ balance
91
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC..
Plan sponsor
Name
UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC.
EIN
14-1397537
Address
1400 WASHINGTON AVE., CAMPUS CENTER · ROOM B-52 · ALBANY, NY · 122220100
Phone
(518) 442-3138
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC.
EIN
14-1397537
City
ALBANY, NY
Phone
(518) 442-3138
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $9K | — |
Investments
52 direct securities · 1 pooled fund· $9.1M(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.
Uncategorized
$8.9M
52 holdings
Pooled Separate Account
$153K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Mutual Fund | — | — | — | $1.4M | 15.7% | |
| TIAA Traditional Annuity Non-benefit Responsive Contract | — | — | — | $1.2M | 13.3% | |
| CREF Growth R1 Mutual Fund | — | — | — | $764K | 8.4% | |
| CREF Global Equities R1 Mutual Fund | — | — | — | $588K | 6.5% | |
| Vanguard 500 Idx Adm Mutual Fund | — | — | — | $555K | 6.1% | |
| TIAA-CREF Lifecycle 2035-Inst Mutual Fund | — | — | — | $470K | 5.2% | |
| Vanguard Growth Idx Adm AO Mutual Fund | — | — | — | $447K | 4.9% | |
| CREF Equity Index R1 Mutual Fund | — | — | — | $345K | 3.8% | |
| American EuroPac Growth R6 Mutual Fund | — | — | — | $306K | 3.4% | |
| CREF Social Choice R1 Mutual Fund | — | — | — | $277K | 3.1% | |
| TIAA-CREF Lifecycle 2050-Inst Mutual Fund | — | — | — | $159K | 1.8% | |
| TIAA Stable Value Benefit Responsive Contract | — | — | — | $158K | 1.7% | |
| American Funds Balanced Fd R6 Mutual Fund | — | — | — | $156K | 1.7% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $156K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $153K | 1.7% | |
| TIAA-CREF Lifecycle 2045-Inst Mutual Fund | — | — | — | $149K | 1.6% | |
| Metropolitan West TotRet Bnd I Mutual Fund | — | — | — | $145K | 1.6% | |
| CREF Bond Market R1 Mutual Fund | — | — | — | $134K | 1.5% | |
| TIAA-CREF Lifecycle 2040-Inst Mutual Fund | — | — | — | $119K | 1.3% | |
| CREF Money Market R1 Mutual Fund | — | — | — | $118K | 1.3% | |
| CREF Inflation-Linked Bond R1 Mutual Fund | — | — | — | $116K | 1.3% | |
| MFS Mid Cap Value Class R5 Mutual Fund | — | — | — | $99K | 1.1% | |
| Vanguard Small-Cap Idx Adm Mutual Fund | — | — | — | $98K | 1.1% | |
| TIAA-CREF Lifecycle 2030-Inst Mutual Fund | — | — | — | $77K | 0.9% | |
| TIAA Access Lifecycle 2025 T4 Mutual Fund | — | — | — | $68K | 0.8% | |
| Calvert US LrgCapCo Resp Idx I Mutual Fund | — | — | — | $64K | 0.7% | |
| Emerald Growth Fund Inst Mutual Fund | — | — | — | $63K | 0.7% | |
| Vanguard Infl Protect Sec Adm Mutual Fund | — | — | — | $61K | 0.7% | |
| TIAA Access Lifecycle 2035 T4 Mutual Fund | — | — | — | $59K | 0.7% | |
| TIAA-CREF Lifecycle 2060-Inst Mutual Fund | — | — | — | $57K | 0.6% | |
| TIAA-CREF Lifecycle 2055-Inst Mutual Fund | — | — | — | $52K | 0.6% | |
| CohenSteers Real Estate Secs I Mutual Fund | — | — | — | $44K | 0.5% | |
| Champlain Mid Cap FD Ins Cl AL Mutual Fund | — | — | — | $42K | 0.5% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | — | — | — | $35K | 0.4% | |
| TIAA Access Lifecycle 2015 T4 Mutual Fund | — | — | — | $33K | 0.4% | |
| American Funds Strategic Bond R6 AM Mutual Fund | — | — | — | $32K | 0.4% | |
| TIAA-CREF Lifecycle 2025-Inst Mutual Fund | — | — | — | $29K | 0.3% | |
| TIAA Access Bond Plus T4 Mutual Fund | — | — | — | $27K | 0.3% | |
| TIAA Access Sm-Cap Bl Idx T4 Mutual Fund | — | — | — | $26K | 0.3% | |
| TIAA-CREF Lifecycle 2065-Inst Mutual Fund | — | — | — | $22K | 0.2% | |
| TIAA Access Lifecycle 2050 T4 Mutual Fund | — | — | — | $21K | 0.2% | |
| TIAA Access Intl Equity T4 Mutual Fund | — | — | — | $20K | 0.2% | |
| TIAA Access Lifecycle 2055 T4 Mutual Fund | — | — | — | $19K | 0.2% | |
| TIAA Access Real Est Secs T4 Mutual Fund | — | — | — | $14K | 0.2% | |
| TIAA Access Lg-Cap Gr T4 Mutual Fund | — | — | — | $11K | 0.1% | |
| TIAA Access Lg-Cap Val T4 Mutual Fund | — | — | — | $10K | 0.1% | |
| TIAA Access Lifecycle 2045 T4 Mutual Fund | — | — | — | $9K | <0.1% | |
| TIAA Access Mid-Cap Val T4 Mutual Fund | — | — | — | $6K | <0.1% | |
| TIAA Access Quant Sml Cp Eq T4 Mutual Fund | — | — | — | $3K | <0.1% | |
| TIAA Access Social Ch Eq T4 Mutual Fund | — | — | — | $3K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 Mutual Fund | — | — | — | $3K | <0.1% | |
| TIAA Access Growth & Income T4 Mutual Fund | — | — | — | $2K | <0.1% | |
| TIAA Access Equity Index T4 Mutual Fund | — | — | — | $1K | <0.1% |
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