Original filing (PDF)20250115175234NAL0022025073001

UNIVERSITY OF NORTHWESTERN OHIO

Name: UNIVERSITY OF NORTHWESTERN OHIO — UNIVERSITY OF NORTHWESTERN OHIO 403(B) DC, Form 5500 (2024)
Creator: UNIVERSITY OF NORTHWESTERN OHIO

Form 5500

FILING_RECEIVED

UNIVERSITY OF NORTHWESTERN OHIO 403(B) DC

403(b) retirement plan

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 UNIVERSITY OF NORTHWESTERN OHIO.

Plan sponsor

Name

UNIVERSITY OF NORTHWESTERN OHIO

EIN

34-1695897all filings

Address

1441 N CABLE RD · LIMA, OH · 458051409

Phone

(419) 227-3141

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

2024-03-01

Filed

2025-01-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

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.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$0	—

1–1 of 1

Related plans

Similar-size Educational Services plans

WINSOR LEARNING, INC.

WINSOR LEARNING RETIREMENT SAVINGS PLAN

BERRY FOUNDATION

PRYOR LEARNING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

MY BEST MUSIC ACADEMY LLC

MY BEST MUSIC ACADEMY, LLC 401(K) PLAN

RAISE LABS, INC.

RAISE LABS 401(K) PLAN

POLISHED ROCK LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.