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Original filing (PDF)20251013152509NAL0000770627001
MALONE UNIVERSITY HUMAN RESOURCES
Form 5500
FILING_RECEIVED
MALONE UNIVERSITY 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
115
Accounts w/ balance
374
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
1 pooled trust
Schedule D
61 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MALONE UNIVERSITY HUMAN RESOURCES.
Plan sponsor
Name
MALONE UNIVERSITY HUMAN RESOURCES
EIN
34-0737794
Address
2600 CLEVELAND AVE NW · CANTON, OH · 44709
Phone
(330) 471-8100
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
2025-10-13
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
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
59 direct securities · 1 pooled fund· $39.2M(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
$37.8M
58 holdings
Pooled Separate Account
$1.3M
1 holding
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract - Nonbenefit-Responsive | — | — | — | $8.8M | 22.3% | |
| Variable Annuity Accounts CREF Stock R2 6,983 Units | — | — | $7K | $6.4M | 16.2% | |
| CREF Growth R2 7,404 Units | — | — | $7K | $3.9M | 9.9% | |
| CREF Equity Index R2 3,911 Units | — | — | $4K | $2.0M | 5.1% | |
| CREF Global Equities R2 5,726 Units | — | — | $6K | $2.0M | 5.0% | |
| CREF Social Choice R2 4,865 Units | — | — | $5K | $1.8M | 4.5% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | — | — | — | $1.5M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.3M | 3.3% | |
| CREF Bond Market R2 8,919 Units | — | — | $9K | $1.2M | 3.0% | |
| TIAA Access Lg-Cap Gr T4 4,896 Shares | — | — | $5K | $873K | 2.2% | |
| Vanguard Target Ret 2025 Inv 45,291 Shares | — | — | $45K | $846K | 2.2% | |
| TIAA Access Intl Equity T4 16,541 Shares | — | — | $17K | $616K | 1.6% | |
| TIAA Access Lg-Cap Val T4 7,919 Shares | — | — | $8K | $592K | 1.5% | |
| CREF Inflation-Linked Bond R2 6,175 Units | — | — | $6K | $521K | 1.3% | |
| Vanguard Target Ret 2035 Inv 20,387 Shares | — | — | $20K | $489K | 1.2% | |
| Vanguard Target Ret 2040 Inv 11,043 Shares | — | — | $11K | $477K | 1.2% | |
| Vanguard Target Ret 2030 Inv 10,158 Shares | — | — | $10K | $385K | 1.0% | |
| Vanguard 500 Idx Adm 644 Shares | — | — | — | $349K | 0.9% | |
| TIAA Access Lifecycle 2035 T4 5,118 Shares | — | — | $5K | $345K | 0.9% | |
| TIAA Access Mid-Cap Val T4 4,223 Shares | — | — | $4K | $314K | 0.8% | |
| Vanguard Target Ret 2045 Inv 10,243 Shares | — | — | $10K | $304K | 0.8% | |
| TIAA Access Sm-Cap Bl Idx T4 3,140 Shares | — | — | $3K | $250K | 0.6% | |
| TIAA Access Lifecycle 2045 T4 3,281 Shares | — | — | $3K | $242K | 0.6% | |
| TIAA Access Real Est Secs T4 4,587 Shares | — | — | $5K | $235K | 0.6% | |
| TIAA Access Lifecycle 2025 T4 3,776 Shares | — | — | $4K | $226K | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm 23,755 Shares | — | — | $24K | $225K | 0.6% | |
| Vanguard Federal Money Mkt Inv 213,483 Shares | — | — | $213K | $213K | 0.5% | |
| CREF Money Market R2 7,069 Units | — | — | $7K | $210K | 0.5% | |
| TIAA Access Equity Index T4 1,600 Shares | — | — | $2K | $195K | 0.5% | |
| TIAA Access Quant Sml Cp Eq T4 2,182 Shares | — | — | $2K | $195K | 0.5% | |
| TIAA Access Lifecycle 2040 T4 2,565 Shares | — | — | $3K | $187K | 0.5% | |
| TIAA Access Lifecycle 2030 T4 2,624 Shares | — | — | $3K | $165K | 0.4% | |
| Vanguard Target Ret Income Inv 12,245 Shares | — | — | $12K | $160K | 0.4% | |
| TIAA Access Growth & Income T4 1,049 Shares | — | — | $1K | $153K | 0.4% | |
| Vanguard Target Ret 2050 Inv 3,026 Shares | — | — | $3K | $151K | 0.4% | |
| Vanguard Ttl Intl Stk Idx Adm 4,319 Shares | — | — | $4K | $137K | 0.3% | |
| Vanguard Mid-Cap Idx Adm 358 Shares | — | — | — | $117K | 0.3% | |
| Vanguard Target Ret 2060 Inv 2,100 Shares | — | — | $2K | $108K | 0.3% | |
| Vanguard Target Ret 2020 Inv 3,941 Shares | — | — | $4K | $104K | 0.3% | |
| Vanguard Target Ret 2055 Inv 1,857 Shares | — | — | $2K | $103K | 0.3% | |
| TIAA Access Lifecycle 2050 T4 1,362 Shares | — | — | $1K | $101K | 0.3% | |
| American EuroPac Growth R6 1,697 Shares | — | — | $2K | $91K | 0.2% | |
| MFS Mid Cap Value Class R6 2,810 Shares | — | — | $3K | $89K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 1,011 Shares | — | — | $1K | $88K | 0.2% | |
| Harbor Capital Appreciation Rt 711 Shares | — | — | — | $81K | 0.2% | |
| TIAA Access Social Ch Eq T4 667 Shares | — | — | — | $74K | 0.2% | |
| Vanguard Small-Cap Idx Adm 492 Shares | — | — | — | $57K | 0.1% | |
| MFS Value Fund Class R6 1,066 Shares | — | — | $1K | $52K | 0.1% | |
| Principal Small Cap Grwth I R6 2,627 Shares | — | — | $3K | $39K | <0.1% | |
| MFS New Discovery Value Fd R6 2,137 Shares | — | — | $2K | $39K | <0.1% | |
| BlackRock Total Return K 3,514 Shares | — | — | $4K | $34K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 585 Shares | — | — | — | $33K | <0.1% | |
| TIAA Access Lifecycle 2010 T4 616 Shares | — | — | — | $33K | <0.1% | |
| s *TIAA Access Bond Plus T4 776 Shares | Mutual Funds | — | — | $31K | <0.1% | |
| TIAA Access Lifecycle 2015 T4 470 Shares | — | — | — | $26K | <0.1% | |
| TIAA Access Lifecycle 2060 T4 384 Shares | — | — | — | $20K | <0.1% | |
| Participants Loans (Interest rates ranging from 4.25% to 9.50% and maturing at various dates through 2028 | — | — | — | $20K | <0.1% | |
| John Hancock Disc Val Intl R6 1,354 Shares | — | — | $1K | $18K | <0.1% | |
| TIAA Access Lifecycle 2055 T4 72 Shares | — | — | — | $5K | <0.1% | |
| TIAA Access Lfcyle Rtmt Inc T4 47 Shares | — | — | — | $2K | <0.1% |
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