How big is Daemen University's plan?

Daemen University's plan reported $102.7M in assets and 369 participants for 2024.

Original filing (PDF)20260126124424NAL0001915984001

Daemen University

Name: Daemen University — Daemen University Retirement, Form 5500 (2024)
Creator: Daemen University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Daemen University Retirement Plan

403(b) retirement plan · Daemen University's Daemen University Retirement Plan held $102.7M in plan assets for 369 participants in 2024, with TIAA as recordkeeper.

Active participants

369

Accounts w/ balance

664

Plan assets (EOY)

$102.7M

Net assets (EOY)

$102.7M

Plan identifiers

Daemen University's EIN is 16-0759798.

EIN 16-0759798

Plan number 001

Plan year 2024

ACK ID 20260126124424NAL0001915984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daemen University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daemen University's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAEMEN UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

89 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

DAEMEN UNIVERSITY

EIN

all filings

Address

4380 MAIN STREET · AMHERST, NY · 142263592

Phone

(716) 839-8218

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-26

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

TRONCONI SEGARRA & ASSOCIATES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-CREF	13-1624203	—	NONE	$103K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	NONE	$13K	—
TRONCONI SEGARRA & ASSOICATES LLP	04-3728817

Investments

89 direct securities · 1 pooled fund· $103.3M(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.

Mutual Funds

$71.8M

46 holdings

Common Collective Trusts

$25.4M

11 holdings

Other securities

$3.5M

26 holdings

Pooled Separate Account

$1.6M

1 holding

Stable Value

$500K

1 holding

Bonds / Notes

$416K

1 holding

Common Stocks

$79K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$64.0M Vanguard$22.8M JPMorgan$2.7M Franklin Templeton$574K PIMCO$434K Invesco$50K Janus Henderson$24K Goldman Sachs$4K Morgan Stanley$2K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
TIAA-CREF * TIAA Traditional, nonbenefit-responsive Insurance Company General Contract	Mutual Funds	—	—	$15.8M	15.3%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$10.4M	10.1%
MFS International Diversification Cl R6 Mutual Fund	Mutual Funds	—	—	$10.3M	10.0%
CREF Stock R2 Mutual Fund	Mutual Funds	—	—	$8.1M	7.9%
TIAA Traditional, fully benefit-responsive 2 Insurance Company General Contract	Mutual Funds	—	—	$6.4M	6.2%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.6M	5.4%
CREF Equity Index R2 Mutual Fund	Common Collective Trusts	—	—	$3.8M	3.7%
TIAA Traditional, nonbenefit-responsive 2 Insurance Company General Contract	Mutual Funds	—	—	$3.4M	3.3%
CREF Growth R2 Mutual Fund	Mutual Funds	—	—	$3.4M	3.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.8M	2.7%
JPMorgan Core Bond Fund R6 Mutual Fund	Other securities	—	—	$2.5M	2.4%
CREF Global Equities R2 Mutual Fund	Mutual Funds	—	—	$2.2M	2.2%
Vanguard Infl Protect Sec Adm Mutual Fund	Mutual Funds	—	—	$2.1M	2.0%
TIAA-CREF (continued) * TIAA Access International Equity Mutual Fund	Mutual Funds	—	—	$2.0M	2.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.6M	1.6%
CREF Social Choice R2 Mutual Fund	Mutual Funds	—	—	$1.5M	1.5%
TIAA Access Large Cap Growth Mutual Fund	Mutual Funds	—	—	$1.5M	1.4%
MFS Mid Cap Value Class R6 Mutual Fund	Mutual Funds	—	—	$1.2M	1.1%
CREF Stock R4 Mutual Fund	Mutual Funds	—	—	$1.1M	1.1%
TIAA Large Cap Value Mutual Fund	Mutual Funds	—	—	$1.1M	1.0%
Vanguard Ttl Intl Stk Idx Adm Mutual Fund	Common Collective Trusts	—	—	$1.0M	1.0%
CREF Social Choice R4 Mutual Fund	Mutual Funds	—	—	$989K	1.0%
Nuveen Money Market R6 Mutual Fund	Mutual Funds	—	—	$968K	0.9%
CREF Core Bond R2 Mutual Fund	Mutual Funds	—	—	$900K	0.9%
TIAA Access Core Equity T2 Mutual Fund	Mutual Funds	—	—	$861K	0.8%
TIAA Traditional, fully benefit-responsive Insurance Company General Contract	Mutual Funds	—	—	$825K	0.8%
Nuveen Large Cap Gr Idx R6 Mutual Fund	Common Collective Trusts	—	—	$762K	0.7%
TIAA Access Core Bond T2 Mutual Fund	Mutual Funds	—	—	$744K	0.7%
TIAA Access Quant Sml Cp Eq T2 Mutual Fund	Mutual Funds	—	—	$732K	0.7%
Templeton Global Bond VIP Mutual Fund ** 94 Total Equitable	Mutual Funds	—	—	$574K	0.6%
TIAA Access Core Bond Plus T2 Mutual Fund	Mutual Funds	—	—	$573K	0.6%
TIAA Access Mid-Cap Value Mutual Fund	Mutual Funds	—	—	$525K	0.5%
TIAA Access Money Market Mutual Fund	Mutual Funds	—	—	$520K	0.5%
CREF Inflation-Linked Bond R2 Mutual Fund	Mutual Funds	—	—	$502K	0.5%
TIAA Stable Value Insurance Company General Contract	Stable Value	—	—	$500K	0.5%
TIAA Real Estate Securities Mutual Fund	Mutual Funds	—	—	$477K	0.5%
TIAA Access Equity Index T2 Mutual Fund	Common Collective Trusts	—	—	$468K	0.5%
PIMCO Income Fd Institutional Mutual Fund	Mutual Funds	—	—	$432K	0.4%
Participant loans 4.25% – 9.50%	Bonds / Notes	—	—	$416K	0.4%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$357K	0.3%
Vanguard Mid-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$350K	0.3%
TIAA Access Inflation Linked Bond Mutual Fund	Mutual Funds	—	—	$272K	0.3%
TIAA Access Lifecycle 2040 Fund Rtmt Mutual Fund	Mutual Funds	—	—	$262K	0.3%
Principal Small Cap Growth Mutual Fund	Other securities	—	—	$260K	0.3%
Vanguard Ttl Bd Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$251K	0.2%
TIAA Access Small Cap Blend Index Mutual Fund	Mutual Funds	—	—	$230K	0.2%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$225K	0.2%
CREF Money Market R2 Mutual Fund	Mutual Funds	—	—	$216K	0.2%
TIAA Access Large Cap Equity Fund Mutual Fund	Mutual Funds	—	—	$212K	0.2%
Undiscovered Mgrs Behav Val R6 Mutual Fund	Other securities	—	—	$145K	0.1%

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