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Original filing (PDF)20250902141934NAL0014489857001
PURDUE RESEARCH FOUNDATION
Form 5500
FILING_RECEIVED
PURDUE RESEARCH FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
472
Accounts w/ balance
722
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.9M
How this plan invests
This plan
1 pooled trust
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURDUE RESEARCH FOUNDATION.
Plan sponsor
Name
PURDUE RESEARCH FOUNDATION
EIN
35-1052049
Address
1281 WIN HENTSCHEL BLVD · WEST LAFAYETTE, IN · 47906
Phone
(765) 588-1061
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
2025-09-02
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
HUTH THOMPSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INV ADVISOR | $18K | — |
Investments
69 direct securities · 1 pooled fund· $86.9M(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
$86.8M
69 holdings
Pooled Separate Account
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $9.7M | 11.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $9.0M | 10.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $8.4M | 9.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $8.1M | 9.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $7.4M | 8.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $7.0M | 8.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $5.3M | 6.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $3.3M | 3.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.1M | 3.6% | |
| MFS Massachusetts Investors Growth Stock R6 Fund | — | — | — | $2.7M | 3.1% | |
| similar party date, rate of interest, collateral, par or maturity value * TIAA-CREF TIAA Traditional Annuity | — | — | — | $2.4M | 2.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.2M | 2.5% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $1.7M | 2.0% | |
| TIAA-CREF CREF Stock Account | — | — | — | $1.5M | 1.8% | |
| American Funds New Perspective Fund | — | — | — | $1.4M | 1.6% | |
| Fidelity Management Trust Company Brokeragelink | — | — | — | $1.2M | 1.4% | |
| Voya Intermediate Bond Class R6 | — | — | — | $1.2M | 1.3% | |
| Vanguard Target Retirement Income | — | — | — | $1.1M | 1.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $1.1M | 1.2% | |
| Vanguard Extended Market Index Fund | — | — | — | $1.0M | 1.2% | |
| PrimeCap Odyssey Funds PRIMECAP Odyssey Stock Fund | — | — | — | $856K | 1.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $797K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $758K | 0.9% | |
| Vanguard Total Bond Market Fund | — | — | — | $647K | 0.7% | |
| Blackrock Emerging Markets | — | — | — | $429K | 0.5% | |
| Allspring Global Investments AS Discovery R6 | — | — | — | $427K | 0.5% | |
| Fidelity Management Trust Company Fidelity Government Cash Reserves 268 MetLife Insurance Company MetLife Stable Value Fund; Interest Rate: 1.25% | — | — | — | $425K | 0.5% | |
| TIAA-CREF CREF Global Equities Account | — | — | — | $403K | 0.5% | |
| TIAA-CREF CREF Growth Account | — | — | — | $315K | 0.4% | |
| CRM Small/Mid Cap Value Fund | — | — | — | $293K | 0.3% | |
| Vanguard FTSE All-World ex-US Index Fund | — | — | — | $271K | 0.3% | |
| Participant Loans Participant Loans, Interest Rates Varying from 4.25% to 9.50% | — | — | — | $262K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Fund | — | — | — | $246K | 0.3% | |
| TIAA-CREF CREF Social Choice Account | — | — | — | $224K | 0.3% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $204K | 0.2% | |
| American Funds Europacific Growth Fund of America | — | — | — | $177K | 0.2% | |
| TIAA-CREF CREF Equity Index Account | — | — | — | $155K | 0.2% | |
| TIAA-CREF Lifecycle Index 2025 Fund | — | — | — | $125K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $105K | 0.1% | |
| TIAA-CREF S&P 500 Index Fund | — | — | — | $102K | 0.1% | |
| TIAA-CREF Social Choice Equity Fund | — | — | — | $75K | <0.1% | |
| TIAA-CREF Lifecycle Index 2035 Fund | — | — | — | $69K | <0.1% | |
| TIAA-CREF Lifecycle Index 2040 Fund | — | — | — | $67K | <0.1% | |
| TIAA-CREF Lifecycle Index 2020 Fund | — | — | — | $65K | <0.1% | |
| TIAA-CREF Real Estate Securities Fund | — | — | — | $58K | <0.1% | |
| American Funds AM FDS Washington Mutual R5 A2 | — | — | — | $56K | <0.1% | |
| Vanguard High Yield Corporate Fund Admiral Shares | — | — | — | $45K | <0.1% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $43K | <0.1% | |
| Franklin Templeton Investments Western Asset Core Plus Bond I W1 | — | — | — | $37K | <0.1% | |
| Vanguard Small Cap Index Fund | — | — | — | $26K | <0.1% | |
| Vanguard 500 Index Fund VW | — | — | — | $23K | <0.1% | |
| Allspring Global Investments Allspring Emerging Growth A 7O | — | — | — | $22K | <0.1% | |
| TIAA-CREF Large-Cap Value Index Fund | — | — | — | $21K | <0.1% | |
| TIAA-CREF Large-Cap Value Fund | — | — | — | $20K | <0.1% | |
| TIAA-CREF Mid-Cap Growth Index Fund | — | — | — | $19K | <0.1% | |
| TIAA-CREF International Equity Index Fund | — | — | — | $19K | <0.1% | |
| TIAA-CREF Lifecycle Index 2030 Fund | — | — | — | $12K | <0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond Account | — | — | — | $12K | <0.1% | |
| Lazard Emerging Markets Equity Open Fund | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $11K | <0.1% | |
| TIAA-CREF Large-Cap Growth Index Fund | — | — | — | $8K | <0.1% | |
| TIAA-CREF CREF Bond Market Account | — | — | — | $7K | <0.1% | |
| TIAA-CREF Mid-Cap Value Index Fund | — | — | — | $7K | <0.1% | |
| TIAA-CREF Small-Cap Equity Fund | — | — | — | $6K | <0.1% | |
| TIAA-CREF International Equity Fund | — | — | — | $6K | <0.1% | |
| TIAA-CREF Small-Cap Blend Index Fund | — | — | — | $6K | <0.1% | |
| TIAA-CREF CREF Money Market Account | — | — | — | $4K | <0.1% | |
| New York Life Investment Mgmt LLC Mainstay High Yield Corp Bd A M1 | — | — | — | $4K | <0.1% | |
| Vanguard Total Bon Mrkt Index U4 | — | — | — | $3K | <0.1% | |
| Columbia Threadneedle Investments Columbia Funds Small Cap Value Fund | — | — | — | $2K | <0.1% |