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Original filing (PDF)20251009084851NAL0003430211001
EASTERN UNIVERSITY
Form 5500
FILING_RECEIVED
EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
697
Accounts w/ balance
1,283
Plan assets (EOY)
$86.6M
Net assets (EOY)
$86.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN UNIVERSITY.
Plan sponsor
Name
EASTERN UNIVERSITY
EIN
23-1409675
Address
1300 EAGLE ROAD · ST. DAVIDS, PA · 19087
Phone
(610) 341-5800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $7K | — |
| TIAA | 13-1624203 | — | NONE | $1K | — |
Investments
31 direct securities · 1 pooled fund· $82.8M(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
$80.1M
31 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $12.9M | 14.9% | |
| CREF Stock R2 13,667.588 units | — | — | — | $12.5M | 14.4% | |
| CREF Growth R2 19,255.760 units | — | — | — | $10.1M | 11.7% | |
| CREF Equity Index R2 12,111.910 units | — | — | — | $6.2M | 7.2% | |
| CREF Global Equities R2 15,768.264 units | — | — | — | $5.5M | 6.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $4.8M | 5.5% | |
| CREF Social Choice R2 11,389.276 units | — | — | — | $4.2M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 3.1% | |
| TIAA International Equity Index Fund 97,216.140 shares | — | — | — | $2.1M | 2.5% | |
| TIAA Lifecycle Index 2045 Premier 65,346.747 shares | — | — | — | $2.0M | 2.3% | |
| CREF Core Bond R2 14,373.042 units | — | — | — | $1.9M | 2.2% | |
| TIAA Lifecycle Index 2025 Premier 86,825.194 shares | — | — | — | $1.8M | 2.1% | |
| TIAA Lifecycle Index 2040 Premier 60,777.356 shares | — | — | — | $1.8M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund 6,758.625 shares | — | — | — | $1.7M | 2.0% | |
| TIAA Lifecycle Index 2030 Premier 70,261.671 shares | — | — | — | $1.7M | 1.9% | |
| TIAA Lifecycle Index 2055 Premier 50,463.953 shares | — | — | — | $1.3M | 1.5% | |
| American Funds New Perspective Fund Class R 19,524.294 shares | — | — | — | $1.2M | 1.4% | |
| Dodge & Cox Dodge & Cox Income Fund 91,048.889 shares | — | — | — | $1.1M | 1.3% | |
| CREF Inflation-Linked Bond R2 13,291.682 units | — | — | — | $1.1M | 1.3% | |
| Columbia Small Cap Index Fund 42,279.679 shares | — | — | — | $1.0M | 1.2% | |
| T. Rowe Price Extended Equity Market Idx 27,711.424 shares | — | — | — | $908K | 1.0% | |
| TIAA Lifecycle Index 2060 Premier 43,501.340 shares | — | — | — | $859K | 1.0% | |
| CREF Money Market R2 28,160.423 units | — | — | — | $835K | 1.0% | |
| Parnassus Core Equity Institutional Shares 9,772.043 shares | — | — | — | $584K | 0.7% | |
| TIAA Lifecycle Index 2020 Premier 27,351.593 shares | — | — | — | $513K | 0.6% | |
| Dodge & Cox Dodge & Cox Balanced Fund 4,216.054 shares | — | — | — | $429K | 0.5% | |
| TIAA Money Market Premier 293,354.000 shares | — | — | — | $293K | 0.3% | |
| TIAA Lifecycle Index 2065 Premier 17,011.338 shares | — | — | — | $238K | 0.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $236K | 0.3% | |
| TIAA Lifecycle Index 2015 Premier 6,262.591 shares | — | — | — | $106K | 0.1% | |
| TIAA Lifecycle Index 2010 Premier 5,600.777 shares | — | — | — | $91K | 0.1% | |
| TIAA Lifecycle Idx Ret Inc. Premier 1,671.077 shares | — | — | — | $27K | <0.1% |