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Original filing (PDF)20250310112204NAL0009706259001

SETON HILL UNIVERSITY

Form 5500
FILING_RECEIVED
SETON HILL UNIVERSITY 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
340
Accounts w/ balance
683
Plan assets (EOY)
$64.9M
Net assets (EOY)
$64.9M
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 (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SETON HILL UNIVERSITY.
Plan sponsor
Name
SETON HILL UNIVERSITY
EIN
25-0965557
Address
ONE SETON HILL DRIVE · GREENSBURG, PA · 156011548
Phone
(724) 838-4215
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERS47-1411118SAN RAFAEL, CAINVESTMENT MANAGER$17K—

Investments

1 pooled fund· $569K(1% 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.

InvestmentTypeCurrent value% of plan
TIAA-CREF REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$569K0.9%