Original filing (PDF)20240815122902NAL0022454608001

Muskingum University

Name: Muskingum University — Muskingum University Defined, Form 5500 (2023)
Creator: Muskingum University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Muskingum University Defined Contribution and Tax Deferred Annuity Plan

403(b) retirement plan · Muskingum University's Muskingum University Defined Contribution and Tax Deferred Annuity Plan filed a Form 5500 for plan year 2023, with TIAA as recordkeeper.

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

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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MUSKINGUM UNIVERSITY.

Plan sponsor

Name

MUSKINGUM UNIVERSITY

EIN

31-4379515all filings

Address

163 STORMONT ST · NEW CONCORD, OH · 437621118

Phone

(740) 826-8101

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-01

Filed

2024-08-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

MALONEY + NOVOTNY LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$12K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT, LLC	45-4168388	—	NONE	$23K	—
MALONEY + NOVOTNY LLC	34-0677006	—	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.