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Original filing (PDF)20251015155701NAL0005056113001
SETON HALL UNIVERSITY
Form 5500
FILING_RECEIVED
SETON HALL UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,276
Accounts w/ balance
2,970
Plan assets (EOY)
$691.0M
Net assets (EOY)
$691.0M
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 (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SETON HALL UNIVERSITY.
Plan sponsor
Name
SETON HALL UNIVERSITY
EIN
22-1500645
Address
400 SOUTH ORANGE AVENUE · SOUTH ORANGE, NJ · 07079
Phone
(973) 761-9176
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $100K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $85K | — |
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $21K | — |
Investments
34 direct securities · 1 pooled fund· $662.5M(96% 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
$634.9M
33 holdings
Pooled Separate Account
$20.5M
1 holding
Mutual Funds
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity | — | — | — | $143.2M | 20.7% | |
| Registered investment companies * CREF Stock R2 | — | — | — | $120.8M | 17.5% | |
| CREF Growth R2 | — | — | — | $42.8M | 6.2% | |
| Vanguard Inst Idx Inst | — | — | — | $40.2M | 5.8% | |
| CREF Global Equities R2 | — | — | — | $36.9M | 5.3% | |
| Vanguard Target Retire 2040 | — | — | — | $25.7M | 3.7% | |
| CREF Equity index R2 | — | — | — | $21.9M | 3.2% | |
| CREF Social Choice R2 | — | — | — | $21.4M | 3.1% | |
| JP Morgan JPMorgan US Equity R6 | — | — | — | $21.4M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $20.5M | 3.0% | |
| Vanguard Target Retire 2035 | — | — | — | $15.8M | 2.3% | |
| Vanguard Target Retire 2030 | — | — | — | $15.7M | 2.3% | |
| Boston Trust Boston Trust SMID Cap | — | — | — | $13.4M | 1.9% | |
| CREF Core Bond R2 | — | — | — | $12.5M | 1.8% | |
| Vanguard Target Retire 2025 | — | — | — | $12.1M | 1.7% | |
| Vanguard Extended Mkt Idx Inst | — | — | — | $11.3M | 1.6% | |
| MFS Intl Diversification Cl R6 | — | — | — | $9.9M | 1.4% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $9.8M | 1.4% | |
| Vanguard Target Retire 2045 | — | — | — | $9.4M | 1.4% | |
| Vanguard Target Retire 2050 | — | — | — | $8.2M | 1.2% | |
| CREF Inflation-linked bond R2 | — | — | — | $7.9M | 1.1% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $7.1M | 1.0% | |
| CREF Money market R2 | — | — | — | $6.4M | 0.9% | |
| Vanguard Target Retire Income | — | — | — | $4.5M | 0.6% | |
| Vanguard Target Retire 2055 | — | — | — | $4.0M | 0.6% | |
| Vanguard Growth Index Adm | — | — | — | $3.6M | 0.5% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $3.5M | 0.5% | |
| Vanguard Value Index Adm | — | — | — | $2.6M | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $2.5M | 0.4% | |
| Vanguard Short-Trm Bd Idx Adm | — | — | — | $2.1M | 0.3% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | — | — | — | $2.0M | 0.3% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $1.9M | 0.3% | |
| Vanguard Target Retire 2060 | — | — | — | $1.2M | 0.2% | |
| Vanguard Target Retire 2065 | — | — | — | $337K | <0.1% | |
| Vanguard Target Retire 2070 | — | — | — | $109K | <0.1% |