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Original filing (PDF)20251015102447NAL0002237763001
SYRACUSE UNIVERSITY
Form 5500
FILING_RECEIVED
SYRACUSE UNIVERSITY NONCONTRIBUTORY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
5,308
Accounts w/ balance
12,767
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Annuity Not Fully Benefit-Responsive Deposit administration contract" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYRACUSE UNIVERSITY.
Plan sponsor
Name
SYRACUSE UNIVERSITY
EIN
15-0532081
Address
HUMAN RESOURCES, SUITE 1001 · 621 SKYTOP ROAD · SYRACUSE, NY · 13244
Phone
(315) 443-4042
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $164K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $13K | — |
Investments
39 direct securities · 1 pooled fund· $1.7B(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
$1.7B
39 holdings
Pooled Separate Account
$45.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Not Fully Benefit-Responsive Deposit administration contract | — | — | — | $481.3M | 28.2% | |
| CREF Stock Variable Annuities 279,605.7657 units | — | — | — | $256.5M | 15.0% | |
| Vanguard Federal Money Market Mutual Fund 272,716.0771 units | — | — | — | $130.6M | 7.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund 2,012,854.0637 units | — | — | — | $61.5M | 3.6% | |
| Vanguard Total Bond Market Index Mutual Fund 379,004.6345 units | — | — | — | $48.0M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $45.1M | 2.6% | |
| CREF Social Choice Variable Annuities 121,258.7842 units | — | — | — | $44.8M | 2.6% | |
| CREF Growth Variable Annuities 84,541.9756 units | — | — | — | $44.6M | 2.6% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund 1,985,085.3417 units | — | — | — | $44.2M | 2.6% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund 2,048,970.6118 units | — | — | — | $43.1M | 2.5% | |
| Notes receivable from Participants Participant loans, various | — | — | $847.5M | $39.0M | 2.3% | |
| American EuroPac Growth R6 Mutual Fund 637,244.8948 units | — | — | — | $34.2M | 2.0% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund 1,777,741.2238 units | — | — | — | $33.7M | 2.0% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund 1,248,821.7342 units | — | — | — | $32.0M | 1.9% | |
| T. Rowe Price Retirement Income Fund Mutual Fund 161,332.5425 units | — | — | — | $30.2M | 1.8% | |
| CREF Money Market Variable Annuities 966,149.4518 units | — | — | — | $28.8M | 1.7% | |
| JPMorgan Equity Income I Mutual Fund 1,199,415.4193 units | — | — | — | $28.7M | 1.7% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund 1,457,934.9122 units | — | — | — | $24.1M | 1.4% | |
| Victory Sycamore Established Value R6 Mutual Fund 162,010.9781 units | — | — | — | $23.3M | 1.4% | |
| TIAA Traditional Annuity Fully Benefit-Responsive Investment Contracts Deposit administration contract | — | — | — | $22.6M | 1.3% | |
| Nuveen Quant Small-Cap Equity Mutual Fund 1,160,657.8055 units | — | — | — | $21.3M | 1.2% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund 991,165.8055 units | — | — | — | $19.7M | 1.2% | |
| Vanguard Extended Market Index Mutual Fund 1,997,894.2640 units | — | — | — | $18.9M | 1.1% | |
| CREF Equity Index Variable Annuities 34,072.9087 units | — | — | — | $17.6M | 1.0% | |
| CREF Global Equities Variable Annuities 50,228.2698 units | — | — | — | $17.5M | 1.0% | |
| CREF Inflation-Linked Bond Variable Annuities 203,082.1248 units | — | — | — | $17.2M | 1.0% | |
| Black Rock High Yield Bond Institutional Class Mutual Fund 2,231,532.7111 units | — | — | — | $15.8M | 0.9% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund 830,685.0162 units | — | — | — | $15.4M | 0.9% | |
| Nuveen Real Estate Securities Fund Mutual Fund 757,025.9462 units | — | — | — | $13.6M | 0.8% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund 502,777.9072 units | — | — | — | $8.3M | 0.5% | |
| PIMCO Total Return Institutional Class Mutual Fund 214,291.1651 units | — | — | — | $6.7M | 0.4% | |
| Delaware Small Cap Value Institutional Class Mutual Fund 82,768.7758 units | — | — | — | $5.8M | 0.3% | |
| CREF Bond Market Variable Annuities 39,470.8355 units | — | — | — | $5.3M | 0.3% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund 372,465.0189 units | — | — | — | $4.7M | 0.3% | |
| T. Rowe Price Blue Chip Growth Mutual Fund 456,262.0578 units | — | — | — | $3.9M | 0.2% | |
| Vanguard Total International Stock Index Mutual Fund 2,863,681.7100 units | — | — | — | $2.9M | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund 170,973.6714 units | — | — | — | $2.6M | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund 120,986.2241 units | — | — | — | $1.6M | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund 101,826.0431 units | — | — | — | $1.2M | <0.1% | |
| Vanguard Institutional Index Mutual Fund 13,913.5132 units | — | — | — | $179K | <0.1% |