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Original filing (PDF)20251015122510NAL0002403219001
THOMAS JEFFERSON UNIVERSITY
Form 5500
FILING_RECEIVED
JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
18,283
Accounts w/ balance
30,635
Plan assets (EOY)
$2.8B
Net assets (EOY)
$2.8B
How this plan invests
This plan
1 pooled trust
Schedule D
41 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS JEFFERSON UNIVERSITY.
Plan sponsor
Name
THOMAS JEFFERSON UNIVERSITY
EIN
23-1352651
Address
1101 MARKET STREET, SUITE 2300 · PHILADELPHIA, PA · 19107
Phone
(215) 503-1866
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $1.1M | — |
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $15K | — |
Investments
40 direct securities · 1 pooled fund· $2.8B(99% 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
$2.7B
40 holdings
Pooled Separate Account
$52.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $230.9M | 8.3% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $168.6M | 6.0% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $166.7M | 6.0% | |
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $165.9M | 5.9% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $161.9M | 5.8% | |
| Traditional Non Benefit Insurance Company General Contract | — | — | — | $155.4M | 5.6% | |
| CREF Stock R3 | — | — | — | $153.7M | 5.5% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $149.2M | 5.3% | |
| Vanguard Windsor II Adm | — | — | — | $135.1M | 4.8% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $132.2M | 4.7% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $110.8M | 4.0% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $105.5M | 3.8% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $73.9M | 2.6% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | — | $72.6M | 2.6% | |
| Responsive * Traditional Benefit Insurance Company General Contract | — | — | — | $69.4M | 2.5% | |
| Responsive * Traditional Non Benefit Insurance Company General Contract | — | — | — | $67.7M | 2.4% | |
| Vanguard PRIMECAP Adm | — | — | — | $63.4M | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $57.2M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $56.5M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $52.5M | 1.9% | |
| American Funds Cap Wrld GRW AND INC R6 | — | — | — | $49.8M | 1.8% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $44.4M | 1.6% | |
| CREF Growth R3 | — | — | — | $35.7M | 1.3% | |
| value * Traditional Benefit Insurance Company General Contract | — | — | — | $30.8M | 1.1% | |
| Dodge & Cox Income Fund | — | — | — | $28.7M | 1.0% | |
| CREF Global Equities R3 | — | — | — | $27.1M | 1.0% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $25.7M | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 | — | — | — | $25.1M | 0.9% | |
| CREF Social Choice R3 | — | — | — | $24.6M | 0.9% | |
| Vanguard Real Estate Idx Inst | — | — | — | $24.4M | 0.9% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $20.2M | 0.7% | |
| contract value * Notes receivable from Interest rate of 4.25% to 9.50% with maturity | — | — | — | $12.2M | 0.4% | |
| CREF Core Bond R3 | — | — | — | $11.0M | 0.4% | |
| Nuveen Lifecycle Index 2010 R6 | — | — | — | $10.9M | 0.4% | |
| CREF Equity Index R3 | — | — | — | $10.9M | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $9.2M | 0.3% | |
| American Funds EuroPac Growth R6 | — | — | — | $8.3M | 0.3% | |
| Vanguard FTSE Social Index Adm | — | — | — | $4.5M | 0.2% | |
| Nuveen Lifecycle Index Retirement Inc R6 | — | — | — | $2.8M | 0.1% | |
| CREF Money Market R3 | — | — | — | $2.8M | <0.1% | |
| CREF Inflation-Linked Bond R3 | — | — | — | $1.7M | <0.1% |