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Original filing (PDF)20250718091153NAL0002075408001
MORAVIAN UNIVERSITY
Form 5500
FILING_RECEIVED
MORAVIAN UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
554
Accounts w/ balance
1,063
Plan assets (EOY)
$134.0M
Net assets (EOY)
$134.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 MORAVIAN UNIVERSITY.
Plan sponsor
Name
MORAVIAN UNIVERSITY
EIN
24-0795460
Address
1200 MAIN STREET · BETHLEHEM, PA · 18018
Phone
(610) 861-1527
Industry
Educational Servicessee all
Plan administrator
Name
DIOR MARIANO
EIN
24-0795460
City
BETHLEHEM, PA
Phone
(610) 861-1527
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $82K | — |
| CORNERSTONE ADVISORS ASSET MGMT. | 75-3204798 | — | NONE | $28K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $6K | — |
Investments
35 direct securities · 1 pooled fund· $134.0M(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
$124.3M
34 holdings
Mutual Funds
$7.6M
1 holding
Pooled Separate Account
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| responsive * TIAA Traditional - Non-fully benefit- N/R | — | — | — | $24.1M | 17.9% | |
| Separate Accounts * CREF Stock R2 N/R | — | — | — | $20.5M | 15.3% | |
| Charles Schwab S&P 500 Index Fund N/R | Mutual Funds | — | — | $7.6M | 5.7% | |
| Guaranteed Annuity Contracts * TIAA Traditional - Fully benefit- N/R | — | — | — | $7.4M | 5.5% | |
| CREF Global Equities R2 N/R | — | — | — | $6.8M | 5.1% | |
| American Funds American FDS 2040 Trg Ret R6 N/R | — | — | — | $4.4M | 3.3% | |
| Vanguard Ttl Intl Stck Idx Adm N/R | — | — | — | $4.3M | 3.2% | |
| CREF Growth R2 N/R | — | — | — | $4.2M | 3.2% | |
| American Funds American FDS 2030 Trg Ret R6 N/R | — | — | — | $4.2M | 3.1% | |
| American Funds American Washington Mut Inv R6 N/R | — | — | — | $3.9M | 2.9% | |
| American Funds American FDS 2050 Trg Ret R6 N/R | — | — | — | $3.2M | 2.4% | |
| American Funds American FDS 2035 Trg Ret R6 N/R | — | — | — | $3.2M | 2.4% | |
| Vanguard Ttl Bd Market Idx Adm N/R | — | — | — | $3.2M | 2.4% | |
| American Funds American FDS 2045 Trg Ret R6 N/R | — | — | — | $3.1M | 2.3% | |
| Vanguard Mid-Cap IDX ADM N/R | — | — | — | $3.1M | 2.3% | |
| American Funds American FDS 2025 Trg Ret R6 N/R | — | — | — | $3.1M | 2.3% | |
| CREF Equity Index R2 N/R | — | — | — | $3.0M | 2.2% | |
| American Funds American Europac Growth R6 N/R | — | — | — | $2.4M | 1.8% | |
| Charles Schwab Small Cap index fund N/R | — | — | — | $2.3M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 1.6% | |
| CREF Core Bond R2 N/R | — | — | — | $2.1M | 1.6% | |
| Brown Advisory Brown Advisory Sus Growth Intsl N/R | — | — | — | $2.0M | 1.5% | |
| CREF Social Choice R2 N/R | — | — | — | $1.9M | 1.4% | |
| Nuveen Large Cap Resp Equity R6 N/R | — | — | — | $1.7M | 1.3% | |
| American Funds American FDS 2055 Trg Ret R6 N/R | — | — | — | $1.7M | 1.3% | |
| American Funds American FDS 2020 Trg Ret R6 N/R | — | — | — | $1.6M | 1.2% | |
| Baird Core Plus Bond Fund Inst N/R | — | — | — | $1.4M | 1.1% | |
| CREF Inflation Linked Bond R2 N/R | — | — | — | $1.2M | 0.9% | |
| CREF Money Market R2 N/R | — | — | — | $1.1M | 0.8% | |
| American Funds American FDS 2010 Trg Ret R6 N/R | — | — | — | $689K | 0.5% | |
| American Funds American FDS 2060 Trg Ret R6 N/R | — | — | — | $659K | 0.5% | |
| responsive * TIAA Stable Value N/R | — | — | — | $610K | 0.5% | |
| American Funds American FDS 2015 Trg Ret R6 N/R | — | — | — | $579K | 0.4% | |
| Victory Capital Victory SYC Small Comp Opp N/R | — | — | — | $497K | 0.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $138K | 0.1% | |
| American Funds American FDS 2065 Trg Ret R6 N/R | — | — | — | $13K | <0.1% |