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Original filing (PDF)20260210192759NAL0002610209001
DENISON UNIVERSITY
Form 5500
FILING_RECEIVED
DENISON UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.8 moNo recordkeeper disclosed
Active participants
1,162
Accounts w/ balance
2,143
Plan assets (EOY)
$310.4M
Net assets (EOY)
$310.4M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENISON UNIVERSITY.
Plan sponsor
Name
DENISON UNIVERSITY
EIN
31-4379459
Address
100 WEST COLLEGE STREET · GRANVILLE, OH · 43023
Phone
(740) 587-5011
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARNES WENDLING CPAS INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $195K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $66K | — |
| BARNES WENDLING CPAS INC | 34-1463411 | — | NONE | $30K | — |
Investments
42 direct securities · 1 pooled fund· $310.4M(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
$300.1M
42 holdings
Pooled Separate Account
$10.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Account R2 Variable Annuity | — | — | — | $41.8M | 13.5% | |
| TIAA Traditional Fixed-Dollar Annuity Contract - Guaranteed Investment Non Benefit-Responsive Contract | — | — | — | $36.6M | 11.8% | |
| Nuveen S&P 500 Index Fund R6 Mutual Fund | — | — | — | $20.3M | 6.5% | |
| Nuveen Lifecycle 2040 Fund R6 Mutual Fund | — | — | — | $15.3M | 4.9% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $15.2M | 4.9% | |
| CREF Social Choice Account R2 Variable Annuity | — | — | — | $13.8M | 4.4% | |
| Nuveen Lifecycle 2045 Fund R6 Mutual Fund | — | — | — | $12.0M | 3.9% | |
| Nuveen Lifecycle 2035 Fund R6 Mutual Fund | — | — | — | $10.7M | 3.4% | |
| Nuveen Lifecycle 2030 Fund R6 Mutual Fund | — | — | — | $10.4M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $10.3M | 3.3% | |
| CREF Growth Account R2 Variable Annuity | — | — | — | $9.0M | 2.9% | |
| TIAA Traditional Fixed-Dollar Annuity Contract - Guaranteed Investment Non Benefit-Responsive 2 Contract | — | — | — | $8.4M | 2.7% | |
| TIAA Traditional Fixed-Dollar Annuity Contract - Guaranteed Investment Benefit-Responsive Contract | — | — | — | $8.0M | 2.6% | |
| Vanguard Mid Cap Index Institutional Mutual Fund | — | — | — | $7.5M | 2.4% | |
| TIAA Traditional Fixed-Dollar Annuity Contract - Guaranteed Investment Benefit-Responsive 2 Contract | — | — | — | $7.5M | 2.4% | |
| Nuveen Lifecycle 2050 Fund R6 Mutual Fund | — | — | — | $7.2M | 2.3% | |
| Nuveen Lifecycle 2025 Fund R6 Mutual Fund | — | — | — | $7.2M | 2.3% | |
| Nuveen Small Cap Blend Index Fund R6 Mutual Fund | — | — | — | $6.7M | 2.2% | |
| CREF Global Equities Account R2 Variable Annuity | — | — | — | $6.3M | 2.0% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $5.8M | 1.9% | |
| Neuberger Berman Large Cap Value Institutional Mutual Fund | — | — | — | $5.8M | 1.9% | |
| CREF Equity Index Account R2 Variable Annuity | — | — | — | $4.8M | 1.5% | |
| Nuveen Lifecycle 2055 Fund R6 Mutual Fund | — | — | — | $4.2M | 1.4% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $4.1M | 1.3% | |
| CREF Core Bond Account R2 Variable Annuity | — | — | — | $4.0M | 1.3% | |
| Nuveen Lifecycle 2020 Fund R6 Mutual Fund | — | — | — | $3.2M | 1.0% | |
| Nuveen Real Estate Securities Select Fund R6 Mutual Fund | — | — | — | $3.2M | 1.0% | |
| PIMCO Total Return Institutional Mutual Fund | — | — | — | $3.0M | 1.0% | |
| Nuveen Large Cap Responsible Equity Fund R6 Mutual Fund | — | — | — | $2.9M | 0.9% | |
| American Funds New World R6 Mutual Fund | — | — | — | $2.5M | 0.8% | |
| NYLI MacKay High Yield Corporate Bond R6 Mutual Fund | — | — | — | $2.2M | 0.7% | |
| PIMCO Real Return Institutional Mutual Fund | — | — | — | $1.8M | 0.6% | |
| Nuveen Lifecycle 2060 Fund R6 Mutual Fund | — | — | — | $1.7M | 0.5% | |
| PIMCO International Bond (USD-Hdg) Institutional Mutual Fund | — | — | — | $1.6M | 0.5% | |
| Nuveen Lifecycle 2015 Fund R6 Mutual Fund | — | — | — | $1.4M | 0.4% | |
| CREF Inflation-Linked Bond Account R2 Variable Annuity | — | — | — | $1.3M | 0.4% | |
| CREF Money Market Account R2 Variable Annuity | — | — | — | $1.0M | 0.3% | |
| Nuveen Money Market Fund R6 Mutual Fund | — | — | — | $512K | 0.2% | |
| Nuveen Lifecycle Retirement Income Fund R6 Mutual Fund | — | — | — | $387K | 0.1% | |
| Nuveen Lifecycle 2065 Fund R6 Mutual Fund | — | — | — | $344K | 0.1% | |
| Nuveen Short-Term Bond Fund R6 Mutual Fund | — | — | — | $308K | <0.1% | |
| Participant Loans 4.25 - 9.50% -0- | — | — | — | $282K | <0.1% | |
| Nuveen Core Impact Bond Fund R6 Mutual Fund | — | — | — | $121K | <0.1% |
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