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Original filing (PDF)20251014150730NAL0006569554001
DREXEL UNIVERSITY
Form 5500
FILING_RECEIVED
DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
11,873
Accounts w/ balance
15,849
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 53% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREXEL UNIVERSITY.
Plan sponsor
Name
DREXEL UNIVERSITY
EIN
23-1352630
Address
3141 CHESTNUT STREET · PHILADELPHIA, PA · 19104
Phone
(215) 895-2850
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
103
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $308K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008322 | — | NONE | $811K | — |
| BALLARD SPAHR LLP | — | PHILADELPHIA, PA | NONE | $180K | — |
| MORGAN LEWIS & BOCKIUS LLP | — | PHILADELPHIA, PA | NONE | $117K | — |
Investments
65 direct securities · 1 pooled fund· $1.8B(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
$1.8B
65 holdings
Pooled Separate Account
$39.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Guaranteed Annuity Contract | — | — | — | $157.1M | 8.5% | |
| CREF Stock R2 Mutual Fund | — | — | — | $143.4M | 7.8% | |
| Vanguard Institutional Index Fund Institutional Plus Mutual Fund | — | — | — | $134.4M | 7.3% | |
| TIAA Traditional Non Benefit Responsive 2 Guaranteed Annuity Contract | — | — | — | $76.0M | 4.1% | |
| NUVEEN Lifecycle Index 2030-Institutional Class Mutual Fund | — | — | — | $64.0M | 3.5% | |
| NUVEEN Lifecycle Index 2040-Institutional Class Mutual Fund | — | — | — | $63.1M | 3.4% | |
| CREF Growth R2 Mutual Fund | — | — | — | $60.3M | 3.3% | |
| NUVEEN Lifecycle Index 2035-Institutional Class Mutual Fund | — | — | — | $59.2M | 3.2% | |
| NUVEEN Lifecycle Index 2045-Institutional Class Mutual Fund | — | — | — | $48.8M | 2.6% | |
| NUVEEN S&P 500 Index-Institutional Class Mutual Fund | — | — | — | $46.5M | 2.5% | |
| NUVEEN Lifecycle Index 2025-Institutional Class Mutual Fund | — | — | — | $45.1M | 2.4% | |
| Vanguard Windsor II Fund Investor Shares Mutual Fund | — | — | — | $43.9M | 2.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $41.1M | 2.2% | |
| CREF Global Equities R2 Mutual Fund | — | — | — | $39.8M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $39.1M | 2.1% | |
| NUVEEN Lifecycle Index 2050-Institutional Class Mutual Fund | — | — | — | $36.9M | 2.0% | |
| TIAA-CREF Self Directed Account Other | — | — | — | $36.4M | 2.0% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $36.3M | 2.0% | |
| T. Rowe Price Institutional Large Cap Growth I Class Mutual Fund | — | — | — | $35.4M | 1.9% | |
| NUVEEN International Equity Index-Institutional Class Mutual Fund | — | — | — | $34.2M | 1.8% | |
| CREF Social Choice R2 Mutual Fund | — | — | — | $31.0M | 1.7% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $30.5M | 1.7% | |
| TIAA Traditional Benefit Responsive Guaranteed Annuity Contract | — | — | — | $28.9M | 1.6% | |
| NUVEEN Lifecycle Index 2020-Institutional Class Mutual Fund | — | — | — | $28.1M | 1.5% | |
| T. Rowe Price Institutional Large Cap Value I Class Mutual Fund | — | — | — | $27.6M | 1.5% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $25.6M | 1.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $25.2M | 1.4% | |
| MFS Blended Research Mid-Cap Equity Fund R6 Mutual Fund | — | — | — | $23.8M | 1.3% | |
| NUVEEN Lifecycle Index 2015-Institutional Class Mutual Fund | — | — | — | $22.5M | 1.2% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $22.2M | 1.2% | |
| Vanguard Small-Cap Index Fund Institutional Mutual Fund | — | — | — | $21.2M | 1.1% | |
| NUVEEN Large-Cap Growth Inst Mutual Fund | — | — | — | $20.1M | 1.1% | |
| DFA Emerging Markets I Mutual Fund | — | — | — | $19.2M | 1.0% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $18.1M | 1.0% | |
| NUVEEN Lifecycle Index 2055-Institutional Class Mutual Fund | — | — | — | $17.6M | 1.0% | |
| PGIM Total Return Bond Class R6 Mutual Fund | — | — | — | $16.7M | 0.9% | |
| Vanguard Federal Money Market Investor Mutual Fund | — | — | — | $16.2M | 0.9% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $15.6M | 0.8% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $15.4M | 0.8% | |
| NUVEEN Lifecycle Index 2010-Institutional Class Mutual Fund | — | — | — | $14.5M | 0.8% | |
| CREF Equity Index R2 Mutual Fund | — | — | — | $13.6M | 0.7% | |
| Vanguard Extended Market Index Fund - Institutional Mutual Fund | — | — | — | $13.2M | 0.7% | |
| NUVEEN Small-CAP Balanced Index-Institutional Class Mutual Fund | — | — | — | $12.5M | 0.7% | |
| TIAA ACCESS Lifecycle 2035 Mutual Fund ** 48 * TIAA ACCESS Large-Cap Value Mutual Fund ** 108 * TIAA ACCESS Mid-Cap Value Mutual Fund ** 94 * TIAA ACCESS Real Estate Securities Mutual Fund ** 44 * NUVEEN Bond Index Institutional Class Mutual Fund | — | — | — | $12.2M | 0.7% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $10.0M | 0.5% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $9.3M | 0.5% | |
| NUVEEN Money Market-Institutional Class Mutual Fund | — | — | — | $9.2M | 0.5% | |
| Vanguard Inflation-Protected Securities Fund Investor Mutual Fund | — | — | — | $8.8M | 0.5% | |
| NUVEEN Lifecycle Index 2060-Institutional Class Mutual Fund | — | — | — | $8.5M | 0.5% | |
| CREF Inflation-Linked Bond R2 Mutual Fund | — | — | — | $8.2M | 0.4% | |
| Vanguard International Growth Fund Investor Shares Mutual Fund | — | — | — | $7.6M | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund Investor Shares Mutual Fund | — | — | — | $6.8M | 0.4% | |
| American Funds Europacific Growth Class R6 Mutual Fund | — | — | — | $6.5M | 0.4% | |
| 11/1/34 | — | — | — | $5.8M | 0.3% | |
| PIMCO Real Return Institutional Class Mutual Fund | — | — | — | $5.1M | 0.3% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Mutual Fund | — | — | — | $4.7M | 0.3% | |
| American Funds Europacific Growth Class R5 Mutual Fund | — | — | — | $4.7M | 0.3% | |
| CREF Money Market R2 Mutual Fund | — | — | — | $4.5M | 0.2% | |
| Vanguard Real Estate Index Fund Investor Shares Mutual Fund | — | — | — | $4.1M | 0.2% | |
| CREF Bond Market R2 Mutual Fund | — | — | — | $3.4M | 0.2% | |
| NUVEEN Lifecycle Index Retirement-Institutional Class Mutual Fund | — | — | — | $2.1M | 0.1% | |
| NUVEEN Lifecycle Index 2065-Institutional Class Mutual Fund | — | — | — | $1.6M | <0.1% | |
| TIAA Traditional Benefit Responsive 2 Guaranteed Annuity Contract | — | — | — | $1.5M | <0.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.3M | <0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $1.3M | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $92K | <0.1% |
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