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Original filing (PDF)20250731075958NAL0002424563001
BRADLEY UNIVERSITY
Form 5500
FILING_RECEIVED
BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
824
Accounts w/ balance
2,167
Plan assets (EOY)
$365.7M
Net assets (EOY)
$365.7M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRADLEY UNIVERSITY.
Plan sponsor
Name
BRADLEY UNIVERSITY
EIN
37-0661494
Address
1501 W BRADLEY AVENUE · PEORIA, IL · 616250001
Phone
(309) 677-3116
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
2025-07-31
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $133K | — |
| PLAN PILOT LLC | 45-4168388 | CHICAGO, IL | — | $48K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | PEORIA, IL | — | $21K | — |
Investments
55 direct securities · 1 pooled fund· $364.9M(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
$354.3M
55 holdings
Pooled Separate Account
$10.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Nonbenefit-Responsive Guaranteed Fixed Annuity | — | — | — | $76.2M | 20.8% | |
| CREF Stock Variable Annuity Account | — | — | — | $61.8M | 16.9% | |
| TIAA Traditional Annuity Benefit-Responsive Guaranteed Fixed Annuity | — | — | — | $23.0M | 6.3% | |
| Vanguard Institutional Index Inst Mutual Fund | — | — | — | $21.0M | 5.8% | |
| CREF Growth Variable Annuity Account | — | — | — | $20.7M | 5.7% | |
| CREF Global Equities Variable Annuity Account | — | — | — | $16.0M | 4.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $10.5M | 2.9% | |
| TIAA-CREF Lifecycle 2035 Inst Mutual Fund | — | — | — | $10.0M | 2.7% | |
| Vanguard Total International Index Admiral Mutual Fund | — | — | — | $9.6M | 2.6% | |
| CREF Social Choice Variable Annuity Account | — | — | — | $9.6M | 2.6% | |
| TIAA-CREF Lifecycle 2040 Inst Mutual Fund | — | — | — | $9.1M | 2.5% | |
| CREF Equity Index Variable Annuity Account | — | — | — | $9.0M | 2.5% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | — | — | — | $7.6M | 2.1% | |
| TIAA-CREF Lifecycle 2045 Inst Mutual Fund | — | — | — | $6.9M | 1.9% | |
| Baird Aggregate Bond Inst Mutual Fund | — | — | — | $6.5M | 1.8% | |
| TIAA-CREF Lifecycle 2030 Inst Mutual Fund | — | — | — | $6.1M | 1.7% | |
| Putnam Large Cap Value Fund Y Mutual Fund | — | — | — | $4.9M | 1.3% | |
| TIAA-CREF Lifecycle 2050 Inst Mutual Fund | — | — | — | $4.6M | 1.3% | |
| TIAA-CREF Money Market Inst Mutual Fund | — | — | — | $4.6M | 1.2% | |
| TIAA-CREF Lifecycle 2025 Inst Mutual Fund | — | — | — | $4.6M | 1.2% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $4.5M | 1.2% | |
| Vanguard Small-Cap Index Admiral Mutual Fund | — | — | — | $4.2M | 1.1% | |
| CREF Core Bond Variable Annuity Account | — | — | — | $4.0M | 1.1% | |
| Parnassus Core Equity Inst Mutual Fund | — | — | — | $4.0M | 1.1% | |
| Delaware Small Cap Core Fund Inst Mutual Fund | — | — | — | $3.3M | 0.9% | |
| AllianceBernstein Large Cap Growth Advisor Mutual Fund | — | — | — | $3.0M | 0.8% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $3.0M | 0.8% | |
| CREF Inflation-Linked Bond Variable Annuity Account | — | — | — | $2.7M | 0.7% | |
| CREF Money Market Variable Annuity Account | — | — | — | $2.2M | 0.6% | |
| TIAA-CREF Lifecycle 2055 Inst Mutual Fund | — | — | — | $2.1M | 0.6% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $1.9M | 0.5% | |
| TIAA-CREF Lifecycle 2020 Inst Mutual Fund | — | — | — | $1.9M | 0.5% | |
| Vanguard Inflation Protected Admiral Mutual Fund | — | — | — | $1.3M | 0.4% | |
| TIAA-CREF Lifecycle 2010 Inst Mutual Fund | — | — | — | $1.2M | 0.3% | |
| TIAA Stable Value Benefit-Responsive Guaranteed Fixed Annuity | — | — | — | $628K | 0.2% | |
| TIAA-CREF Lifecycle 2015 Inst Mutual Fund | — | — | — | $609K | 0.2% | |
| TIAA-CREF Lifecycle 2060 Inst Mutual Fund | — | — | — | $548K | 0.1% | |
| TIAA-CREF Core Impact Bond Inst Mutual Fund | — | — | — | $366K | 0.1% | |
| Fidelity Focused Stock Mutual Fund | — | — | — | $161K | <0.1% | |
| Fidelity OTC Portfolio Mutual Fund | — | — | — | $151K | <0.1% | |
| TIAA-CREF Lifecycle 2065 Inst Mutual Fund | — | — | — | $128K | <0.1% | |
| Fidelity Puritan Mutual Fund | — | — | — | $111K | <0.1% | |
| Fixed Account Plus Nonbenefit-Responsive Guaranteed Fixed Annuity | — | — | — | $104K | <0.1% | |
| Fidelity Value Mutual Fund | — | — | — | $102K | <0.1% | |
| Fidelity Low-Priced Stock Mutual Fund | — | — | — | $97K | <0.1% | |
| Fidelity Small-Cap Stock Mutual Fund | — | — | — | $93K | <0.1% | |
| Fidelity Magellan Mutual Fund | — | — | — | $67K | <0.1% | |
| Fidelity Strategic Income Mutual Fund | — | — | — | $53K | <0.1% | |
| Fidelity Real Estate Mutual Fund | — | — | — | $29K | <0.1% | |
| Fidelity Diversified International Mutual Fund | — | — | — | $26K | <0.1% | |
| Growth Fund Variable Annuity Account | — | — | — | $13K | <0.1% | |
| Fidelity Intermediate Bond Mutual Fund | — | — | — | $10K | <0.1% | |
| Inflation Protected Fund Variable Annuity Account 771 * Large Capital Growth Fund Variable Annuity Account | — | — | — | $9K | <0.1% | |
| Sm Cap Growth Fund Variable Annuity Account | — | — | — | $4K | <0.1% | |
| Mid-Cap Strategic Growth Variable Annuity Account | — | — | — | $2K | <0.1% | |
| Global Real Estate Fund Variable Annuity Account | — | — | — | $1K | <0.1% |
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