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Original filing (PDF)20250922151322NAL0006869523001
PENNSYLVANIA INSTITUTE OF TECHNOLOGY
Form 5500
FILING_RECEIVED
PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
123
Accounts w/ balance
181
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENNSYLVANIA INSTITUTE OF TECHNOLOGY.
Plan sponsor
Name
PENNSYLVANIA INSTITUTE OF TECHNOLOGY
EIN
23-1543518
Address
800 MANCHESTER AVENUE · MEDIA, PA · 19063
Phone
(610) 892-1000
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
2025-09-22
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
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | RECORDKEEPER | $16K | — |
Investments
40 direct securities · 1 pooled fund· $10.6M(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
$10.3M
39 holdings
Mutual Funds
$229K
1 holding
Pooled Separate Account
$118K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contract * TIAA and CREF TIAA Traditional Non Benefit N/R | — | — | — | $1.2M | 11.1% | |
| Responsive Separate Accounts * TIAA and CREF Stock N/R | — | — | — | $1.1M | 10.3% | |
| TIAA and CREF Growth N/R | — | — | — | $1.1M | 10.2% | |
| TIAA and CREF Equity Index N/R | — | — | — | $697K | 6.6% | |
| Nuveen Lifecycle Index 2030 Fund N/R | — | — | — | $670K | 6.3% | |
| Vanguard 500 Idx Adm N/R | — | — | — | $555K | 5.2% | |
| Nuveen Lifecycle Index 2035 Fund N/R | — | — | — | $497K | 4.7% | |
| Income Fund * Nuveen Lifecycle Index 2020 Fund N/R | — | — | — | $492K | 4.6% | |
| Nuveen Lifecycle Index 2025 Fund N/R | — | — | — | $374K | 3.5% | |
| Nuveen Lifecycle Index 2040 Fund N/R | — | — | — | $347K | 3.3% | |
| TIAA and CREF Global Equities N/R | — | — | — | $286K | 2.7% | |
| R6 American Beacon AB Large Cap Growth Fund I N/R | — | — | — | $284K | 2.7% | |
| TIAA and CREF Social Choice N/R | — | — | — | $230K | 2.2% | |
| American Funds American Fd New Perspective R6 N/R | Mutual Funds | — | — | $229K | 2.2% | |
| Nuveen Lifecycle Index 2045 Fund N/R | — | — | — | $197K | 1.9% | |
| Janus Henderson Janus Henderson Triton I N/R | — | — | — | $186K | 1.8% | |
| Janus Henderson Janus Henderson Balanced T N/R 257 * Nuveen Lifecycle Index Retirement N/R | — | — | — | $184K | 1.7% | |
| Vanguard Mid-Cap Idx Adm N/R | — | — | — | $180K | 1.7% | |
| T. Rowe Price T. Rowe Price All-Cap Opport Inv N/R | — | — | — | $177K | 1.7% | |
| Vanguard Small-Cap Idx Adm N/R | — | — | — | $176K | 1.7% | |
| Nuveen Lifecycle Index 2050 Fund N/R | — | — | — | $169K | 1.6% | |
| Vanguard Dividend Growth Inv N/R | — | — | — | $164K | 1.5% | |
| Nuveen Lifecycle Index 2055 Fund N/R | — | — | — | $146K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $118K | 1.1% | |
| American Funds American Washington Mut Inv R6 N/R | — | — | — | $113K | 1.1% | |
| Eaton Vance Eaton Vance Atl Cap SMID CA R6 N/R | — | — | — | $93K | 0.9% | |
| contracts * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $86K | 0.8% | |
| Fully Benefit-Responsive Investment Contracts * TIAA and CREF TIAA Traditional Benefit Responsive N/R | — | — | — | $85K | 0.8% | |
| Vanguard Real Estate Idx Adm N/R | — | — | — | $77K | 0.7% | |
| MFS Research International Fund Class N/R | — | — | — | $77K | 0.7% | |
| PGIM Investments PGIM Total Return Bond Z N/R | — | — | — | $76K | 0.7% | |
| TIAA and CREF Bond Market N/R | — | — | — | $63K | 0.6% | |
| DFA Emerging Markets Core Equity N/R | — | — | — | $48K | 0.5% | |
| TIAA and CREF Money Market N/R | — | — | — | $40K | 0.4% | |
| JP Morgan JP Morgan Mid Cap Value L N/R | — | — | — | $38K | 0.4% | |
| TIAA and CREF Inflation-Linked Bond N/R | — | — | — | $30K | 0.3% | |
| Nuveen Lifecycle Index 2065 Fund N/R | — | — | — | $26K | 0.2% | |
| Columbia Threadneedle Columbia Small-Cap Value Fund II N/R | — | — | — | $21K | 0.2% | |
| PIMCO Real Return Instl Class N/R | — | — | — | $18K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund N/R | — | — | — | $13K | 0.1% | |
| TIAA and CREF TIAA Stable Value N/R | — | — | — | $3K | <0.1% |