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Original filing (PDF)20250805103548NAL0001161347001
GEORGIAN COURT UNIVERSITY
Form 5500
FILING_RECEIVED
GEORGIAN COURT UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
256
Accounts w/ balance
710
Plan assets (EOY)
$74.3M
Net assets (EOY)
$74.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGIAN COURT UNIVERSITY.
Plan sponsor
Name
GEORGIAN COURT UNIVERSITY
EIN
21-0634981
Address
900 LAKEWOOD AVE · LAKEWOOD, NJ · 087012600
Phone
(732) 987-2200
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | NONE | $32K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $30K | — |
Investments
31 direct securities · 1 pooled fund· $74.0M(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
$71.7M
31 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Non Fully Benefit Responsive Fixed Annuity | — | — | — | $16.3M | 21.9% | |
| CREF Stock | — | — | — | $12.3M | 16.5% | |
| TIAA Fully Benefit Responsive Fixed Annuity | — | — | — | $6.3M | 8.5% | |
| CREF Global Equities | — | — | — | $6.2M | 8.3% | |
| CREF Growth | — | — | — | $4.8M | 6.5% | |
| CREF Equity Index | — | — | — | $4.5M | 6.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.3M | 3.2% | |
| CREF Social Choice | — | — | — | $2.1M | 2.8% | |
| CREF Money Market | — | — | — | $1.9M | 2.6% | |
| CREF Core Bond | — | — | — | $1.7M | 2.3% | |
| Vanguard 500 Index | — | — | — | $1.6M | 2.2% | |
| Nuveen International Equity Index R6 | — | — | — | $1.5M | 2.0% | |
| Dodge & Cox Stock Fund | — | — | — | $1.1M | 1.5% | |
| Vanguard US Growth Adm | — | — | — | $1.1M | 1.5% | |
| Nuveen Bond Index R6 | — | — | — | $1.0M | 1.4% | |
| CREF Inflation-Linked Bond | — | — | — | $959K | 1.3% | |
| Vanguard Mid-Cap Index | — | — | — | $946K | 1.3% | |
| Vanguard International Growth | — | — | — | $917K | 1.2% | |
| Schwab Small Cap Index Fund | — | — | — | $867K | 1.2% | |
| American Funds Bond Fnd Amer R6 | — | — | — | $786K | 1.1% | |
| Vanguard TTL Intl Stock Index | — | — | — | $785K | 1.1% | |
| Vanguard High-Yield Corporate Fund Adm | — | — | — | $768K | 1.0% | |
| Delaware Ivy System Emrg | — | — | — | $703K | 0.9% | |
| Dodge & Cox International Stock Fund | — | — | — | $690K | 0.9% | |
| JP Morgan Mid Cap Growth | — | — | — | $552K | 0.7% | |
| Vanguard S-T Inf Pro SEC Index | — | — | — | $544K | 0.7% | |
| MFS Mid Cap Value Class R6 | — | — | — | $527K | 0.7% | |
| Nuveen Money Market Retirement | — | — | — | $86K | 0.1% | |
| Vanguard Growth and Income Adm | — | — | — | $66K | <0.1% | |
| Cohen & Steers Real Estate SEC | — | — | — | $26K | <0.1% | |
| Vanguard Wellesley Income | — | — | — | $11K | <0.1% | |
| Vanguard Short Term Invt GD | — | — | — | $9K | <0.1% |