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Original filing (PDF)20250710150436NAL0003597763001
LEHIGH UNIVERSITY
Form 5500
FILING_RECEIVED
LEHIGH UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Active participants
2,958
Accounts w/ balance
4,822
Plan assets (EOY)
$901.6M
Net assets (EOY)
$901.6M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEHIGH UNIVERSITY.
Plan sponsor
Name
LEHIGH UNIVERSITY
EIN
24-0795445
Address
27 MEMORIAL DRIVE WEST · BETHLEHEM, PA · 18105
Phone
(610) 758-3895
Industry
Educational Servicessee all
Plan administrator
Name
PLAN ADMINISTRATION COMMITTEE
EIN
23-2055681
City
BETHLEHEM, PA
Phone
(610) 758-3895
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
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)
Audit & trust (Schedule H)
Auditor
ZELENKOFSKE AXELROD LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $358K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT MANAGER | $82K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZELENKOFSKE AXELROD LLC | 23-3022325 | — | AUDITOR | $25K | — |
Investments
43 direct securities · 1 pooled fund· $901.6M(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
$878.0M
43 holdings
Pooled Separate Account
$23.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $157.7M | 17.5% | |
| CREF Stock R2 | — | — | — | $119.7M | 13.3% | |
| Vanguard Institutional Index | — | — | — | $80.8M | 9.0% | |
| Vanguard Target Ret 2035 Inv | — | — | — | $38.3M | 4.2% | |
| Vanguard Target Ret 2040 Inv | — | — | — | $34.4M | 3.8% | |
| Vanguard Target Ret 2025 Inv | — | — | — | $31.3M | 3.5% | |
| Vanguard Target Ret 2045 Inv | — | — | — | $28.6M | 3.2% | |
| Vanguard Extended Mkt Idx Inst | — | — | — | $27.4M | 3.0% | |
| CREF Growth R2 | — | — | — | $25.0M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $23.7M | 2.6% | |
| Vanguard Target Ret 2030 Inv | — | — | — | $23.4M | 2.6% | |
| MFS Instl International Equity | — | — | — | $23.1M | 2.6% | |
| Vanguard Target Ret 2050 Inv | — | — | — | $21.5M | 2.4% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $20.9M | 2.3% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | — | $20.4M | 2.3% | |
| Vanguard Target Ret 2020 Inv | — | — | — | $17.7M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $17.4M | 1.9% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $17.0M | 1.9% | |
| Columbia Dividend Income Inst3 | — | — | — | $15.5M | 1.7% | |
| First Eagle First Eagle Global Fund | — | — | — | $13.0M | 1.4% | |
| Vanguard Federal Money Market Inv | — | — | — | $12.8M | 1.4% | |
| CREF Equity Index R2 | — | — | — | $11.5M | 1.3% | |
| CREF Global Equities R2 | — | — | — | $10.5M | 1.2% | |
| Vanguard Target Retirement Income | — | — | — | $9.9M | 1.1% | |
| Vanguard Target Ret 2055 Inv | — | — | — | $9.8M | 1.1% | |
| Champlain Mid Cap Fd Ins Cl | — | — | — | $9.2M | 1.0% | |
| Parnassus Equity Income Inst | — | — | — | $8.9M | 1.0% | |
| TIAA Traditional Benefit Responsive | — | — | — | $8.1M | 0.9% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $7.9M | 0.9% | |
| CREF Social Choice R2 | — | — | — | $7.5M | 0.8% | |
| CREF Money Market R2 | — | — | — | $7.5M | 0.8% | |
| Loomis Sayles Core Plus Bd N | — | — | — | $7.4M | 0.8% | |
| Vanguard Inflation Protect Sec | — | — | — | $6.3M | 0.7% | |
| Principal Real Estate Sec R6 | — | — | — | $6.0M | 0.7% | |
| TIAA TIAA-CREF Self Directed Acct | — | — | — | $5.1M | 0.6% | |
| Boston Trust Small Cap Fund | — | — | — | $3.8M | 0.4% | |
| Vanguard Target Ret 2060 Inv | — | — | — | $3.6M | 0.4% | |
| CREF Core Bond R2 | — | — | — | $3.1M | 0.3% | |
| Allspring Spec SmallCap Growth R6 | — | — | — | $2.2M | 0.2% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.5M | 0.2% | |
| from 4.00% to 9.50% | — | — | — | $1.2M | 0.1% | |
| Vanguard Target Ret 2065 Inv | — | — | — | $843K | <0.1% | |
| Vanguard Target Ret 2070 Inv | — | — | — | $94K | <0.1% | |
| PLDF Plan Loan Default Fund | — | — | — | $67K | <0.1% |