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Original filing (PDF)20251008121959NAL0002990915001
NATIONAL UNIVERSITY
Form 5500
FILING_RECEIVED
NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,174
Accounts w/ balance
4,402
Plan assets (EOY)
$319.3M
Net assets (EOY)
$319.3M
How this plan invests
This plan
1 pooled trust
Schedule D
101 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 NATIONAL UNIVERSITY.
Plan sponsor
Name
NATIONAL UNIVERSITY
EIN
23-7172306
Address
9388 LIGHTWAVE AVE · SAN DIEGO, CA · 92123
Phone
(858) 642-8500
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $260K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $40K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $300 | — |
Investments
100 direct securities · 1 pooled fund· $319.3M(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
$317.3M
100 holdings
Pooled Separate Account
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive | — | — | — | $27.7M | 8.7% | |
| Vanguard Inst Idx Inst | — | — | — | $25.0M | 7.8% | |
| CREF Stock R2 | — | — | — | $22.7M | 7.1% | |
| TIAA Traditional Benefit Responsive | — | — | — | $22.3M | 7.0% | |
| Nuveen LfCycle Ix 2045 R6 | — | — | — | $16.8M | 5.2% | |
| Nuveen LfCycle Ix 2040 R6 | — | — | — | $12.0M | 3.7% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | — | $11.4M | 3.6% | |
| Vanguard Extended Mkt Idx Inst | — | — | — | $10.8M | 3.4% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | — | $10.7M | 3.4% | |
| Nuveen LfCycle Ix 2030 R6 | — | — | — | $10.1M | 3.2% | |
| Nuveen Intl Resp Equity R6 | — | — | — | $9.8M | 3.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $9.8M | 3.1% | |
| JPMorgan Equity Inc Fd Cla R6 | — | — | — | $9.7M | 3.0% | |
| CREF Social Choice R2 | — | — | — | $8.8M | 2.7% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | — | $8.3M | 2.6% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | — | $8.0M | 2.5% | |
| CREF Growth R2 | — | — | — | $7.5M | 2.3% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | — | $6.8M | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $6.8M | 2.1% | |
| Nuveen LfCycle Ix 2020 R6 | — | — | — | $6.0M | 1.9% | |
| CREF Global Equities R2 | — | — | — | $6.0M | 1.9% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $5.5M | 1.7% | |
| American Funds American EuroPac Growth R6 | — | — | — | $4.3M | 1.3% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $4.3M | 1.3% | |
| Hotchkis & Wiley HotchkisandWileySmlCpDivValZ | — | — | — | $4.0M | 1.3% | |
| CREF Equity Index R2 | — | — | — | $3.8M | 1.2% | |
| Nuveen LfCycle Ix 2060 R6 | — | — | — | $3.6M | 1.1% | |
| Nuveen Core Plus Bond R6 | — | — | — | $3.6M | 1.1% | |
| Vanguard Real Estate Idx Adm | — | — | — | $3.2M | 1.0% | |
| Participants Participant Loans Rates from 3.25% - 9.50% - | — | — | — | $3.1M | 1.0% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $2.3M | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 0.6% | |
| Conestoga Small Cap Instl | — | — | — | $1.9M | 0.6% | |
| CREF Core Bond R2 | — | — | — | $1.9M | 0.6% | |
| CREF Money Market R2 | — | — | — | $1.8M | 0.6% | |
| Nuveen LfCycle Ix 2015 R6 | — | — | — | $1.6M | 0.5% | |
| Nuveen Core Impact Bond R6 | — | — | — | $1.3M | 0.4% | |
| Lincoln National Life Lincoln Fixed Account | — | — | — | $1.3M | 0.4% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.2M | 0.4% | |
| Nuveen LfCycle Ix 2010 R6 | — | — | — | $1.2M | 0.4% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $979K | 0.3% | |
| Lincoln National Life AMERICAN FUNDS GROWTH | — | — | — | $951K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $681K | 0.2% | |
| TIAA Self Directed Brokerage Account | — | — | — | $674K | 0.2% | |
| Lincoln National Life LVIP MACQUARIE SOCIAL AWARENESS | — | — | — | $622K | 0.2% | |
| Lincoln National Life LVIP SSGA S&P 500 INDEX | — | — | — | $523K | 0.2% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $451K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $388K | 0.1% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | — | $369K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $326K | 0.1% | |
| Lincoln National Life FIDELITY VIP GROWTH | — | — | — | $316K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $281K | <0.1% | |
| Lincoln National Life FIDELITY VIP CONTRAFUND | — | — | — | $253K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE SMID CAP CORE SERIES | — | — | — | $245K | <0.1% | |
| Lincoln National Life LVIP DIMENSIONAL U.S. CORE EQUITY 1 | — | — | — | $244K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $225K | <0.1% | |
| DFA Intl Small Company I | — | — | — | $205K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE MID CAP VALUE FUND | — | — | — | $195K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $188K | <0.1% | |
| Lincoln National Life LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY | — | — | — | $177K | <0.1% | |
| Lincoln National Life LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY | — | — | — | $152K | <0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $127K | <0.1% | |
| Lincoln National Life AMERICAN FUNDS GROWTH-INCOME | — | — | — | $127K | <0.1% | |
| Lincoln National Life MACQUARIE SMALL CAP VALUE | — | — | — | $107K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $103K | <0.1% | |
| Lincoln National Life AMERICAN FUNDS INTERNATIONAL | — | — | — | $100K | <0.1% | |
| Lincoln National Life LVIP BARON GROWTH OPPORTUNITIES | — | — | — | $96K | <0.1% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $92K | <0.1% | |
| Lincoln National Life MFS UTILITIES | — | — | — | $92K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $82K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE BOND | — | — | — | $81K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $79K | <0.1% | |
| CREF TIAA Access Nuv Core Pl Bd T4 | — | — | — | $77K | <0.1% | |
| Lincoln National Life LVIP T. ROWE PRICE STRUCTURED MID-CAP GROWTH | — | — | — | $74K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE WEALTH BUILDER | — | — | — | $72K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $69K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE U.S. REIT FUND | — | — | — | $66K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $65K | <0.1% | |
| Lincoln National Life AB VPS SUSTAIN GLOBAL THEMATIC PORT | — | — | — | $56K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $56K | <0.1% | |
| Lincoln National Life AMERICAN FUNDS GLOBAL GROWTH | — | — | — | $49K | <0.1% | |
| Lincoln National Life LVIP GLOBAL MODERATE ALLOCATION MGD RISK | — | — | — | $43K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE VALUE SERIES | — | — | — | $42K | <0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $40K | <0.1% | |
| Lincoln National Life LVIP T ROWE PRICE 2040 FUND | — | — | — | $36K | <0.1% | |
| Lincoln National Life LVIP JPMORGAN RETIREMENT INCOME FUND | — | — | — | $27K | <0.1% | |
| Lincoln National Life LVIP SSGA SMALL-CAP INDEX | — | — | — | $26K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE DIVERSIFIED INCOME | — | — | — | $22K | <0.1% | |
| Lincoln National Life LVIP MONDRIAN GLOBAL INCOME FUND | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $20K | <0.1% | |
| Lincoln National Life LVIP GOVERNMENT MONEY MARKET | — | — | — | $20K | <0.1% | |
| Lincoln National Life LVIP MONDRIAN INTERNATIONAL VALUE | — | — | — | $18K | <0.1% | |
| Lincoln National Life LVIP SSGA GLBL TACTICAL ALLOCTN MGD VLTY | — | — | — | $16K | <0.1% | |
| Lincoln National Life LVIP MACQUARIE HIGH YIELD FUND | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 | — | — | — | $7K | <0.1% | |
| Lincoln National Life LVIP T ROWE PRICE 2030 FUND | — | — | — | $6K | <0.1% | |
| Lincoln National Life LVIP T ROWE PRICE 2020 FUND | — | — | — | $5K | <0.1% | |
| Lincoln National Life LVIP GLOBAL CONSERVATIVE ALLOCATION MRSK 403 * Lincoln National Life LVIP GLOBAL GROWTH ALLOCATION MANGD RISK | — | — | — | $4K | <0.1% | |
| Lincoln National Life LVIP BLACKROCK REAL ESTATE FUND | — | — | — | $3K | <0.1% | |
| Lincoln National Life LVIP T. ROWE PRICE MID CAP GROWTH | — | — | — | $2K | <0.1% |
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