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Original filing (PDF)20260106081638NAL0006885553001
CANISIUS UNIVERSITY
Form 5500
FILING_RECEIVED
CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
579
Accounts w/ balance
1,215
Plan assets (EOY)
$249.2M
Net assets (EOY)
$249.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANISIUS UNIVERSITY.
Plan sponsor
Name
CANISIUS UNIVERSITY
EIN
16-0743942
Address
2001 MAIN STREET · BUFFALO, NY · 142081035
Phone
(716) 888-2483
Industry
Educational Servicessee all
Plan administrator
Name
ROBERT L. BAUMET
EIN
16-1125809
City
BUFFALO, NY
Phone
(716) 888-2483
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-06
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RETIREMENT PARTNERS | 99-2539506 | — | NONE | $53K | — |
| TIAA | 13-1624203 | — | NONE | $41K | — |
| BONADIO AND COMPANY LLP | 16-1131146 | — | NONE | $10K | — |
Investments
34 direct securities · 1 pooled fund· $249.2M(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
$240.9M
34 holdings
Pooled Separate Account
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Insurance Company General Contract | — | — | — | $57.1M | 22.9% | |
| CREF Stock R2 Mutual Fund | — | — | — | $53.7M | 21.6% | |
| CREF Global Equities R2 Mutual Fund | — | — | — | $29.0M | 11.6% | |
| TIAA Traditional Benefit Responsive Insurance Company General Contract | — | — | — | $12.2M | 4.9% | |
| CREF Growth R2 Mutual Fund | — | — | — | $12.1M | 4.8% | |
| CREF Social Choice R2 Mutual Fund | — | — | — | $11.6M | 4.6% | |
| CREF Equity Index R2 Mutual Fund | — | — | — | $8.7M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.2M | 3.3% | |
| CREF Core Bond R2 Mutual Fund | — | — | — | $8.0M | 3.2% | |
| Nuveen Equity Index R6 Mutual Fund | — | — | — | $6.5M | 2.6% | |
| CREF Inflation-Linked Bond R2 Mutual Fund | — | — | — | $4.9M | 2.0% | |
| TIAA Stable Value Insurance Company General Contract | — | — | — | $4.4M | 1.8% | |
| American Washington Mut Inv R6 Mutual Fund | — | — | — | $3.4M | 1.4% | |
| Vanguard Devlopd Mkts Idx Adm Mutual Fund | — | — | — | $2.9M | 1.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | — | — | — | $2.6M | 1.0% | |
| CREF Money Market R2 Mutual Fund | — | — | — | $2.5M | 1.0% | |
| BlackRock Lifepath Indx 2050 K Mutual Fund | — | — | — | $2.5M | 1.0% | |
| BlackRock Lifepath Idx 2045 K Mutual Fund | — | — | — | $2.2M | 0.9% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $2.1M | 0.8% | |
| CREF Social Choice R4 Mutual Fund | — | — | — | $2.0M | 0.8% | |
| BlackRock Lifepath Index Ret K Mutual Fund | — | — | — | $2.0M | 0.8% | |
| iShares Russ SmalMid Cap Idx K Mutual Fund | — | — | — | $1.6M | 0.7% | |
| BlackRock Lifepath Idx 2035 K Mutual Fund | — | — | — | $1.5M | 0.6% | |
| BlackRock Lifepath Indx 2040 K Mutual Fund | — | — | — | $1.4M | 0.6% | |
| JHancock Bond R6 Mutual Fund | — | — | — | $1.2M | 0.5% | |
| BlackRock Lifepath Idx 2055 K Mutual Fund | — | — | — | $1.2M | 0.5% | |
| CohenSteers Real Estate Secs I Mutual Fund | — | — | — | $1.2M | 0.5% | |
| BlackRock Lifepath Indx 2030 K Mutual Fund | — | — | — | $662K | 0.3% | |
| Janus Henderson Overseas N Mutual Fund | — | — | — | $595K | 0.2% | |
| BlackRock LifePath Index 2060 K Mutual Fund | — | — | — | $406K | 0.2% | |
| Allspring Spec SmallCap Val R6 Mutual Fund | — | — | — | $286K | 0.1% | |
| American Funds New World R6 Mutual Fund | — | — | — | $211K | <0.1% | |
| and maturing at various dates through 2029 | — | — | — | $174K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Insurance Company General Contract | — | — | — | $128K | <0.1% | |
| Plan Loan Default Fund Insurance Company General Contract | — | — | — | $6K | <0.1% |
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