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Original filing (PDF)20260316161709NAL0001295729001
JUDSON UNIVERSITY
Form 5500
FILING_RECEIVED
JUDSON UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
261
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JUDSON UNIVERSITY.
Plan sponsor
Name
JUDSON UNIVERSITY
EIN
36-2515868
Address
1151 N. STATE ST. · ELGIN, IL · 601231404
Phone
(847) 628-2500
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $7K | — |
Investments
50 direct securities · 1 pooled fund· $17.6M(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
$17.2M
50 holdings
Pooled Separate Account
$398K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive (1) | — | — | — | $3.9M | 22.0% | |
| CREF Stock R1 (1) | — | — | — | $2.3M | 13.0% | |
| State Street State Street Equity 500 Indx K (1) | — | — | — | $1.2M | 6.9% | |
| Nuveen Internatl Eq Idx R6 (1) | — | — | — | $1.1M | 6.3% | |
| CREF Equity Index R1 (1) | — | — | — | $915K | 5.2% | |
| CREF Growth R1 (1) | — | — | — | $834K | 4.7% | |
| TIAA Traditional Benefit Responsive 2 (1) | — | — | — | $802K | 4.5% | |
| CREF Global Equities R1 (1) | — | — | — | $774K | 4.4% | |
| Schwab S&P 500 Index Fund (1) | — | — | — | $726K | 4.1% | |
| TIAA Stable Value (1) 109 *TIAA TIAA Traditional Benefit Responsive (1) | — | — | — | $704K | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $398K | 2.3% | |
| CREF Core Bond R1 (1) | — | — | — | $352K | 2.0% | |
| CREF Social Choice R1 (1) | — | — | — | $344K | 1.9% | |
| State Street State Street Sm Md Cp Eq Idx K (1) | — | — | — | $308K | 1.7% | |
| TIAA Access Nuv Lifcyc 2045 T4 (1) | — | — | — | $275K | 1.6% | |
| DFA LTIP Port Institutional (1) | — | — | — | $258K | 1.5% | |
| Vanguard FTSE Social Index Adm (1) 33 Vanguard Ttl Intl Bnd Idx Adm (1) | — | — | — | $237K | 1.3% | |
| TIAA Access Nuv Intl Equity T4 (1) | — | — | — | $229K | 1.3% | |
| CREF Inflation-Linked Bond R1 (1) | — | — | — | $209K | 1.2% | |
| CREF Money Market R1 (1) | — | — | — | $162K | 0.9% | |
| Vanguard Federal Money Mkt Inv (1) | — | — | — | $161K | 0.9% | |
| TIAA Access Nuv Lrg Cap Val T4 (1) | — | — | — | $154K | 0.9% | |
| State Street State Street Aggrgte Bnd Idx K (1) | — | — | — | $124K | 0.7% | |
| BlackRock US Total Bond Ix K (1) | — | — | — | $113K | 0.6% | |
| TIAA Access Nuv Lifcyc 2050 T4 (1) | — | — | — | $101K | 0.6% | |
| Vanguard Growth Index Adm (1) | — | — | — | $101K | 0.6% | |
| TIAA Access Nuv Lifcyc 2030 T4 (1) | — | — | — | $88K | 0.5% | |
| TIAA Access Nuv Mid Cap Val T4 (1) | — | — | — | $87K | 0.5% | |
| Vanguard Ttl Intl Stk Idx Adm (1) | — | — | — | $78K | 0.4% | |
| TIAA Access Nuv Lifcyc 2035 T4 (1) | — | — | — | $75K | 0.4% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 (1) | — | — | — | $70K | 0.4% | |
| TIAA Access Nuv Rlestsecsel T4 (1) | — | — | — | $59K | 0.3% | |
| TIAA Access Nuv Core Equity T4 (1) | — | — | — | $45K | 0.3% | |
| Vanguard Small-Cap Idx Adm (1) | — | — | — | $43K | 0.2% | |
| TIAA Access Nuv Lrg Cap Gr T4 (1) | — | — | — | $42K | 0.2% | |
| Vanguard Small-Cap Grw Idx Adm (1) | — | — | — | $40K | 0.2% | |
| TIAA Access Nuv Lifcyc 2020 T4 (1) | — | — | — | $33K | 0.2% | |
| Vanguard Emr Mkts Stk Idx Adm (1) | — | — | — | $28K | 0.2% | |
| Vanguard Real Estate Idx Adm (1) | — | — | — | $28K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 (1) | — | — | — | $28K | 0.2% | |
| TIAA Access Nuv Lgcp Res Eq T4 (1) | — | — | — | $21K | 0.1% | |
| TIAA Access Nuv Core Pl Bd T4 (1) | — | — | — | $20K | 0.1% | |
| TIAA Access Nuv Lifcyc 2015 T4 (1) | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv Lifcyc 2025 T4 (1) | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 (1) | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Qnt MdCpGrw T4 (1) | — | — | — | $10K | <0.1% | |
| Notes receivable from participants Loans bearing interest at rates ranging from 8.5% to 9.5%, to be repaid through 2029 - | — | — | — | $9K | <0.1% | |
| TIAA Traditional Non Benefit Responsive 2 (1) | — | — | — | $7K | <0.1% | |
| Vanguard Value Index Adm (1) | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv Lifcyc 2040 T4 (1) | — | — | — | $6K | <0.1% | |
| Vanguard Extended Mkt Idx Adm (1) | — | — | — | $3K | <0.1% |
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