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Original filing (PDF)20251014152824NAL0003162897002
FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR HOURLY EMPLOYEES OF FACULTY- STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC.
403(b) retirement plan
Signals · 1
33% in single holding
Active participants
90
Accounts w/ balance
273
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Non-Benefit Responsive Fixed Annuity" is 33% of plan.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO.
Plan sponsor
Name
FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO
DBA
OF NEW YORK AT BUFFALO, INC.
EIN
16-6018833
Address
146 FARGO QUAD - BUILDING 4 · BUFFALO, NY · 142610050
Phone
(716) 645-2521
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
TRONCONI SEGARRA & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | NONE | $2K | — |
Investments
53 direct securities · 1 pooled fund· $8.3M(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.
Uncategorized
$8.0M
53 holdings
Pooled Separate Account
$283K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive Fixed Annuity | — | — | — | $2.7M | 32.6% | |
| CREF Stock Account Registered Investment Company $ | — | — | — | $2.0M | 24.1% | |
| CREF Global Equities Account Registered Investment Company | — | — | — | $416K | 5.0% | |
| CREF Social Choice Account Registered Investment Company | — | — | — | $335K | 4.0% | |
| CREF Growth Account Registered Investment Company | — | — | — | $291K | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $283K | 3.4% | |
| CREF Equity Index Account Registered Investment Company | — | — | — | $252K | 3.0% | |
| American Funds 2030 Registered Investment Company | — | — | — | $224K | 2.7% | |
| American Funds 2025 Registered Investment Company | — | — | — | $212K | 2.6% | |
| CREF Core Bond Account Registered Investment Company | — | — | — | $207K | 2.5% | |
| American Funds 2035 Registered Investment Company | — | — | — | $165K | 2.0% | |
| CREF Money Market Account Registered Investment Company | — | — | — | $139K | 1.7% | |
| CREF Inflation - Linked Bond Account Registered Investment Company | — | — | — | $107K | 1.3% | |
| TIAA Access Lifecycle 2030 Registered Investment Company | — | — | — | $103K | 1.2% | |
| TIAA Access International Equity Fund Registered Investment Company | — | — | — | $73K | 0.9% | |
| American Funds 2055 Registered Investment Company | — | — | — | $66K | 0.8% | |
| TIAA Access Lifecycle 2045 Registered Investment Company | — | — | — | $64K | 0.8% | |
| TIAA Access Real Estate Securities Fund Registered Investment Company | — | — | — | $60K | 0.7% | |
| American Funds 2050 Registered Investment Company | — | — | — | $60K | 0.7% | |
| TIAA Access Large-Cap Value Fund Registered Investment Company | — | — | — | $58K | 0.7% | |
| American Funds 2045 Registered Investment Company | — | — | — | $50K | 0.6% | |
| TIAA Access Small-Cap Blend Index Fund Registered Investment Company | — | — | — | $47K | 0.6% | |
| TIAA Access Mid-Cap Value Fund Registered Investment Company | — | — | — | $44K | 0.5% | |
| American Funds 2040 Registered Investment Company | — | — | — | $36K | 0.4% | |
| TIAA Access Lifecycle 2050 Registered Investment Company | — | — | — | $35K | 0.4% | |
| American Funds 2020 Registered Investment Company | — | — | — | $22K | 0.3% | |
| TIAA Access Large Cap Responsible Equity Fund Registered Investment Company | — | — | — | $22K | 0.3% | |
| American Funds 2060 Registered Investment Company | — | — | — | $18K | 0.2% | |
| TIAA Access Quant Small-Cap Equity Fund Registered Investment Company | — | — | — | $16K | 0.2% | |
| iShares S&P 500 Index Fund K Registered Investment Company | — | — | — | $16K | 0.2% | |
| TIAA Access Mid-Cap Growth Registered Investment Company | — | — | — | $15K | 0.2% | |
| TIAA Stable Value Fixed Annuity | — | — | — | $15K | 0.2% | |
| Baird Aggregate Bond Registered Investment Company | — | — | — | $14K | 0.2% | |
| American Funds 2010 Registered Investment Company $ 961 American Funds 2015 Registered Investment Company | — | — | — | $14K | 0.2% | |
| TIAA Access Lifecycle 2020 Registered Investment Company 116 * TIAA Access Lifecycle 2025 Registered Investment Company | — | — | — | $13K | 0.2% | |
| TIAA Access Core Equity Fund Registered Investment Company | — | — | — | $12K | 0.1% | |
| T. Rowe Price Overseas Stock Registered Investment Company | — | — | — | $12K | 0.1% | |
| TIAA Access Core Bond Plus Fund Registered Investment Company | — | — | — | $9K | 0.1% | |
| TIAA Access Lifecycle 2040 Registered Investment Company | — | — | — | $9K | 0.1% | |
| TIAA Access Lifecycle 2055 Registered Investment Company | — | — | — | $9K | 0.1% | |
| iShares Russell Mid-Cap Index Fund K Registered Investment Company | — | — | — | $6K | <0.1% | |
| JPMorgan Equity Income Fund R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| Janus Henderson Overseas S Registered Investment Company | — | — | — | $5K | <0.1% | |
| iShares Russell 2000 Small-Cap Index K Registered Investment Company | — | — | — | $5K | <0.1% | |
| TIAA Access Large-Cap Growth Fund Registered Investment Company | — | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle Retirement Income Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2035 Registered Investment Company | — | — | — | $2K | <0.1% | |
| MFS New Discovery Value Fund R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| TIAA Access Equity Index Fund Registered Investment Company | — | — | — | $2K | <0.1% | |
| Janus Henderson Enterprise N Registered Investment Company | — | — | — | $2K | <0.1% | |
| American Century Mid Cap Value Fund R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| Janus Henderson Venture N Registered Investment Company | — | — | — | $1K | <0.1% | |
| PGIM Total Return Bond R6 Registered Investment Company | — | — | — | $1K | <0.1% |