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Original filing (PDF)20251010103227NAL0004503603001
FAIRLEIGH DICKINSON UNIVERSITY
Form 5500
FILING_RECEIVED
FAIRLEIGH DICKINSON UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
1,121
Accounts w/ balance
2,076
Plan assets (EOY)
$387.3M
Net assets (EOY)
$387.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Annuity - Retirement Annuity Fixed annuity contract" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAIRLEIGH DICKINSON UNIVERSITY.
Plan sponsor
Name
FAIRLEIGH DICKINSON UNIVERSITY
EIN
22-1494434
Address
1000 RIVER RD. · TEANECK, NJ · 07666
Phone
(201) 692-2706
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $113K | — |
| COHNREZNICK LLP | 22-1478099 | — | NONE | $42K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $36K | — |
Investments
35 direct securities · 1 pooled fund· $387.4M(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
$374.6M
35 holdings
Pooled Separate Account
$12.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - Retirement Annuity Fixed annuity contract | — | — | — | $136.8M | 35.3% | |
| CREF Stock Variable annuity contract | — | — | — | $55.4M | 14.3% | |
| Vanguard Institutional Index Mutual fund | — | — | — | $36.6M | 9.4% | |
| Inves Oppen Developing Mkts R6 AS Mutual fund 27 Vanguard Extended Market Idx Inst Mutual fund | — | — | — | $14.9M | 3.8% | |
| Vanguard Total Intl Stk Index Inst Zp Mutual fund | — | — | — | $14.3M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.8M | 3.3% | |
| Metropolitan W Tot Ret BD Plan Aq Mutual fund 76 T Rowe Price Equity Income AR Mutual fund | — | — | — | $10.2M | 2.6% | |
| CREF Growth Variable annuity contract | — | — | — | $8.6M | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Inst U6 Mutual fund | — | — | — | $8.6M | 2.2% | |
| MainStay Large Cap Growth I Mutual fund | — | — | — | $8.0M | 2.1% | |
| T Rowe Price Retirement 2030 AV Mutual fund | — | — | — | $7.2M | 1.9% | |
| CREF Social Choice Variable annuity contract | — | — | — | $7.1M | 1.8% | |
| CREF Money Market Account Variable annuity contract | — | — | — | $5.6M | 1.4% | |
| T Rowe Price Retirement 2035 BF Mutual fund | — | — | — | $5.0M | 1.3% | |
| Vanguard Infl Protect Sec Inst Uo Mutual fund | — | — | — | $5.0M | 1.3% | |
| CREF Equity Index Variable annuity contract | — | — | — | $4.9M | 1.3% | |
| Dodge & COX Income Fund CL X BK Mutual fund | — | — | — | $4.6M | 1.2% | |
| T Rowe Price Retirement 2045 BG Mutual fund | — | — | — | $4.5M | 1.2% | |
| T Rowe Price Retirement 2040 AW Mutual fund | — | — | — | $4.2M | 1.1% | |
| T Rowe Price Retirement 2025 BE Mutual fund | — | — | — | $4.1M | 1.1% | |
| American EuroPac Growth R6 Mutual fund | — | — | — | $4.0M | 1.0% | |
| CREF Global Securities Variable annuity contract | — | — | — | $3.7M | 0.9% | |
| T Rowe Price Retirement 2050 AX Mutual fund | — | — | — | $3.3M | 0.9% | |
| T Rowe Price Retirement 2020 AU Mutual fund | — | — | — | $3.0M | 0.8% | |
| T Rowe Price Retirement 2015 BJ Mutual fund | — | — | — | $2.3M | 0.6% | |
| Eaton Vance Atlanta Cap SMID CA Mutual fund | — | — | — | $2.3M | 0.6% | |
| T Rowe Price Retirement 2055 BH Mutual fund | — | — | — | $1.9M | 0.5% | |
| Vanguard Federal Money Market Inv Mutual fund | — | — | — | $1.9M | 0.5% | |
| CREF Bond Market Variable annuity contract | — | — | — | $1.8M | 0.5% | |
| T Rowe Price Retirement 2010 BC Mutual fund | — | — | — | $1.5M | 0.4% | |
| various dates, secured by participant account balance | — | — | — | $1.3M | 0.3% | |
| CREF Inflation-Linked Bond Variable annuity contract | — | — | — | $1.3M | 0.3% | |
| TIAA Traditional Annuity - Retirement Choice Plus Fixed annuity contract | — | — | — | $242K | <0.1% | |
| T Rowe Price Retirement 2060 BB Mutual fund | — | — | — | $196K | <0.1% | |
| T Rowe Price Retirement 2005 BD Mutual fund | — | — | — | $157K | <0.1% | |
| T Rowe Price Retirement 2065 BI Mutual fund | — | — | — | $21K | <0.1% |
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