Original filing (PDF)20231016151150NAL0076662738001

MOUNT VERNON NAZARENE UNIVERSITY

Name: MOUNT VERNON NAZARENE UNIVERSITY — MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2022)
Creator: MOUNT VERNON NAZARENE UNIVERSITY

Form 5500

FILING_RECEIVED

MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

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

/ 100

Grade A

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT VERNON NAZARENE UNIVERSITY.

Plan sponsor

Name

MOUNT VERNON NAZARENE UNIVERSITY

EIN

31-0725957

Address

800 MARTINSBURG ROAD · MOUNT VERNON, OH · 430509509

Phone

(740) 392-6868

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-01

Filed

2023-10-16

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	RECORDKEEPER	$13K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT LLC	45-4168388	CHICAGO, IL	NONE	$13K	—

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.