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Original filing (PDF)20250728131747NAL0002089809002
POINT PARK UNIVERSITY
Form 5500
FILING_RECEIVED
POINT PARK UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
460
Accounts w/ balance
823
Plan assets (EOY)
$115.5M
Net assets (EOY)
$115.5M
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)
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.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINT PARK UNIVERSITY.
Plan sponsor
Name
POINT PARK UNIVERSITY
EIN
25-1094922
Address
201 WOOD STREET · PITTSBURGH, PA · 15222
Phone
(412) 392-4770
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
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)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | NONE | $50K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $9K | — |
Investments
41 direct securities · 1 pooled fund· $110.8M(96% 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
$79.0M
39 holdings
Guaranteed Income / GIC
$24.0M
1 holding
Mutual Funds
$5.7M
1 holding
Pooled Separate Account
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * TIAA Investments TIAA Traditional Annuity Account N/R | Guaranteed Income / GIC | — | — | $24.0M | 20.8% | |
| Registered Investment Companies * TIAA Investments CREF Stock Account R2 N/R | — | — | — | $14.1M | 12.2% | |
| Vanguard Investments Vanguard 500 Index ADM AH N/R | Mutual Funds | — | — | $5.7M | 5.0% | |
| Nuveen Lifecycle Ix 2035 Retire N/R | — | — | — | $5.7M | 4.9% | |
| TIAA Investments CREF Growth Account R2 N/R | — | — | — | $5.5M | 4.8% | |
| Nuveen Lifecycle Ix 2040 Retire N/R | — | — | — | $4.7M | 4.1% | |
| Nuveen Lifecycle Ix 2045 Retire N/R | — | — | — | $4.3M | 3.7% | |
| Nuveen Lifecycle Ix 2025 Retire N/R | — | — | — | $4.1M | 3.6% | |
| TIAA Investments CREF Global Equities Account R2 N/R | — | — | — | $3.1M | 2.7% | |
| MFS Investments MFS Mid Cap Value Class R4 AF N/R | — | — | — | $3.0M | 2.6% | |
| Nuveen Lifecycle Ix 2050 Retire N/R | — | — | — | $3.0M | 2.6% | |
| Nuveen Lifecycle Ix 2030 Retire N/R | — | — | — | $2.8M | 2.4% | |
| Nuveen Lifecycle Ix 2020 Retire N/R | — | — | — | $2.7M | 2.4% | |
| TIAA Investments CREF Equity Index Account R2 N/R | — | — | — | $2.7M | 2.3% | |
| ADM AI Columbia Dividend Income Inst AQ N/R | — | — | — | $2.5M | 2.2% | |
| TIAA Investments CREF Social Choice Account R2 N/R | — | — | — | $2.5M | 2.2% | |
| Vanguard Investments Vanguard Extended Mkt Index ADM AG N/R | — | — | — | $2.0M | 1.7% | |
| TIAA Investments CREF Bond Market Account R2 N/R | — | — | — | $2.0M | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 1.7% | |
| Nuveen Money Market Premier N/R | — | — | — | $1.6M | 1.4% | |
| MFS Investments MFS International Intrinsic Value R4 AB N/R | — | — | — | $1.3M | 1.1% | |
| TIAA Investments CREF Inflation-Linked Bond Account R2 N/R | — | — | — | $1.2M | 1.1% | |
| American Funds AF EuroPacific Growth R5 N/R | — | — | — | $1.2M | 1.1% | |
| Loomis Sayles Investments Loomis Sayles Small Cap Growth N/R | — | — | — | $1.2M | 1.0% | |
| Nuveen Lifecycle Ix 2055 Retire N/R | — | — | — | $1.1M | 0.9% | |
| Nuveen Lifecycle Ix 2015 Retire N/R | — | — | — | $1.0M | 0.9% | |
| Eagle Asset Management Eagle Mid Cap Growth Fund CL I AD N/R | — | — | — | $933K | 0.8% | |
| Prudential PGIM Total Return Bond Z QS N/R | — | — | — | $694K | 0.6% | |
| Nuveen Lifecycle Ix 2010 Retire N/R | — | — | — | $685K | 0.6% | |
| Principal Small Cap Value II Instl N/R | — | — | — | $585K | 0.5% | |
| Nuveen High Yield Retirement N/R | — | — | — | $576K | 0.5% | |
| TIAA Investments CREF Money Market Account R2 N/R | — | — | — | $508K | 0.4% | |
| Cohen and Steers Investments Cohen and Steers Realty Fund N/R | — | — | — | $439K | 0.4% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | — | — | — | $426K | 0.4% | |
| Nuveen Lifecycle Ix 2060 Retire N/R | — | — | — | $330K | 0.3% | |
| GQG Partners Inc. GQG Partners Emerging Markets Equity N/R | — | — | — | $227K | 0.2% | |
| Separately Managed Accounts * TIAA Investments Separately managed accounts N/R | — | — | — | $91K | <0.1% | |
| Inst * Nuveen Lifecycle Ix 2065 Retire N/R | — | — | — | $64K | <0.1% | |
| Nuveen Lifecycle Ix Ret Inc Retire N/R | — | — | — | $21K | <0.1% | |
| PIMCO Investments PIMCO Real Return Strategic AD AC N/R | — | — | — | $15K | <0.1% | |
| Nuveen Short Term Bond Retire N/R | — | — | — | $13K | <0.1% | |
| American Century American Century Em Markets R6 N/R | — | — | — | $7K | <0.1% |
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