Original filing (PDF)20250715123155NAL0002067201002

Misericordia University

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

Form 5500

FILING_RECEIVED

Misericordia University Tax-Deferred Annuity Retirement Plan

403(b) retirement plan · Misericordia University's Misericordia University Tax-Deferred Annuity Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MISERICORDIA UNIVERSITY

EIN

24-0795406all filings

Address

301 LAKE STREET · DALLAS, PA · 186121090

Phone

(570) 674-6310

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS, LLC	36-4001764	WINDSOR, CT	NONE	$37K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MISERICORDIA UNIVERSITY	24-0795406	DALLAS, PA	PLAN SPONSOR	$86K	—

Investments

1 pooled fund· $0

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.