How big is Neumann University's plan?

Neumann University's plan reported $63.4M in assets and 452 participants for 2024.

Original filing (PDF)20250918105841NAL0001259025001

Neumann University

Name: Neumann University — Neumann University Defined, Form 5500 (2024)
Creator: Neumann University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Neumann University Defined Contribution Retirement Plan

403(b) retirement plan · Neumann University's Neumann University Defined Contribution Retirement Plan held $63.4M in plan assets for 452 participants in 2024, with TIAA as recordkeeper.

Active participants

452

Accounts w/ balance

710

Plan assets (EOY)

$63.4M

Net assets (EOY)

$63.4M

Plan identifiers

Neumann University's EIN is 23-1657958.

EIN 23-1657958

Plan number 001

Plan year 2024

ACK ID 20250918105841NAL0001259025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neumann University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neumann University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEUMANN UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

NEUMANN UNIVERSITY

EIN

all filings

Address

ONE NEUMANN DRIVE · ASTON, PA · 190141298

Phone

(610) 558-5514

Industry

Educational Services

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

2025-09-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

BROWN, EDWARDS & COMPANY LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FLEXPATH STRATEGIES LLC	46-4782313	ALISO VIEJO, CA	INVESTMENT MANAGER	$28K	—
NFP RETIREMENT, INC	33-0905143

Investments

58 direct securities · 1 pooled fund· $63.4M(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.

Mutual Funds

$39.2M

34 holdings

Common Collective Trusts

$13.8M

13 holdings

Other securities

$7.4M

7 holdings

Pooled Separate Account

$831K

1 holding

U.S. Treasuries

$829K

1 holding

Stable Value

$796K

1 holding

Bonds / Notes

$354K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$41.4M State Street / SPDR$17.4M Vanguard$2.0M Schwab$829K BlackRock / iShares$590K American Funds (Capital Group)$192K PIMCO$151K Invesco$29K American Century$28K

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					% of plan
TIAA Traditional Benefit-Responsive Annuity	Mutual Funds	—	—	$12.9M	20.4%
TIAA Traditional Non Benefit-Responsive Annuity	Mutual Funds	—	—	$10.3M	16.3%
State Street Equity 500 Index Fund	Common Collective Trusts	—	—	$8.1M	12.7%
State Street Global All Cap Equity Fund	Other securities	—	—	$6.9M	10.9%
CREF Stock Fund R1	Mutual Funds	—	—	$5.2M	8.3%
CREF Growth Fund R1	Mutual Funds	—	—	$4.2M	6.6%
CREF Global Equities Fund R1	Mutual Funds	—	—	$1.6M	2.5%
State Street Aggregate Bond Index Fund	Common Collective Trusts	—	—	$1.4M	2.3%
CREF Equity Index Fund R1	Common Collective Trusts	—	—	$1.2M	1.9%
Vanguard 500 Index Fund Admiral	Common Collective Trusts	—	—	$1.1M	1.7%
State Street Small/Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$1.0M	1.6%
CREF Core Bond Fund R1	Mutual Funds	—	—	$854K	1.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$831K	1.3%
Schwab Treasury Inflation Protected Securities Indx Fund	U.S. Treasuries	—	—	$829K	1.3%
TIAA Stable Value Fund	Stable Value	—	—	$796K	1.3%
CREF Inflation-Linked Bond Fund R1	Mutual Funds	—	—	$498K	0.8%
CREF Social Choice Fund R1	Mutual Funds	—	—	$485K	0.8%
TIAA-Access Nuveen Large Cap Value Fund T4	Mutual Funds	—	—	$479K	0.8%
iShares Developed Real Estate Index Fund	Common Collective Trusts	—	—	$436K	0.7%
CREF Money Market Fund R1	Mutual Funds	—	—	$388K	0.6%
Participant Loans Various maturities, interest rate 4.25%-9.50% -	Bonds / Notes	—	—	$354K	0.6%
TIAA-Access Nuveen International Equity Fund T4	Mutual Funds	—	—	$338K	0.5%
Vanguard Equity Income Fund Admiral	Mutual Funds	—	—	$278K	0.4%
TIAA-Access Nuveen Mid Cap Value Fund T4	Mutual Funds	—	—	$250K	0.4%
Alliance Bernstein Large Cap Growth Fund Z	Other securities	—	—	$221K	0.3%
TIAA-Access Nuveen Large Cap Growth Fund T4	Mutual Funds	—	—	$205K	0.3%
American Funds Europacific Growth Fund R6	Mutual Funds	—	—	$192K	0.3%
Vanguard Small Cap Index Fund Admiral	Common Collective Trusts	—	—	$189K	0.3%
BlackRock Mid Cap Growth Equity Fund K	Other securities	—	—	$155K	0.2%
PIMCO Income Fund Institutional	Mutual Funds	—	—	$151K	0.2%
Vanguard Total International Stock Index Fund Admiral	Common Collective Trusts	—	—	$123K	0.2%
TIAA-Access Nuveen Quant Small Cap Equity Fund T4	Mutual Funds	—	—	$118K	0.2%
TIAA-Access Nuveen Large Cap Responsible Equity Fund T4	Mutual Funds	—	—	$115K	0.2%
TIAA-Access Nuveen Real Estate Sec Fund T4	Mutual Funds	—	—	$108K	0.2%
ClearBridge Small Cap Growth Class Fund IS	Other securities	—	—	$97K	0.2%
TIAA-Access Nuveen Core Plus Bond Fund T4	Mutual Funds	—	—	$90K	0.1%
Vanguard Total Bond Market Index Fund Admiral	Common Collective Trusts	—	—	$86K	0.1%
TIAA-Access Nuveen Mid Cap Growth Fund T4	Mutual Funds	—	—	$77K	0.1%
TIAA-Access Nuveen Small Cap Blend Index Fund T4	Common Collective Trusts	—	—	$76K	0.1%
TIAA-Access Nuveen Core Equity Fund T4	Mutual Funds	—	—	$73K	0.1%
Vanguard Mid Cap Index Fund Admiral	Common Collective Trusts	—	—	$71K	0.1%
Vanguard Inflation-Protected Securities Fund Admiral	Mutual Funds	—	—	$66K	0.1%
Victory Sycamore Small Company Opportunity Fund I	Common Stocks	—	—	$64K	0.1%
TIAA-Access Nuveen Lifecycle 2025 Fund T4	Mutual Funds	—	—	$63K	<0.1%
TIAA-Access Nuveen Lifecycle 2040 Fund T4	Mutual Funds	—	—	$41K	<0.1%
Vanguard Developed Markets Index Fund Admiral	Common Collective Trusts	—	—	$35K	<0.1%
Invesco Developing Markets Fund R6	Mutual Funds	—	—	$29K	<0.1%
American Century Mid Cap Value Fund R6	Other securities	—	—	$28K	<0.1%
TIAA-Access Nuveen Lifecycle 2045 Fund T4	Mutual Funds	—	—	$22K	<0.1%
TIAA-Access Nuveen Lifecycle 2020 Fund T4	Mutual Funds	—	—	$22K	<0.1%

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