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Original filing (PDF)20250811124335NAL0006964913001
LAWRENCE TECHNOLOGICAL UNIVERSITY
Form 5500
FILING_RECEIVED
LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
452
Accounts w/ balance
694
Plan assets (EOY)
$99.7M
Net assets (EOY)
$99.7M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE TECHNOLOGICAL UNIVERSITY.
Plan sponsor
Name
LAWRENCE TECHNOLOGICAL UNIVERSITY
EIN
38-1369604
Address
21000 W 10 MILE ROAD · SOUTHFIELD, MI · 480751058
Phone
(248) 204-2150
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
2025-08-11
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | NONE KNOWN | $41K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $21K | — |
| GREYSTONE FINANCIAL GROUP | 47-5308851 | — | NONE KNOWN | $15K | — |
Investments
42 direct securities · 1 pooled fund· $99.7M(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
$96.9M
42 holdings
Pooled Separate Account
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Group annuity contract - TIAA Traditional Annuity | — | — | — | $24.0M | 24.0% | |
| TIAA-CREF CREF Stock | — | — | — | $17.4M | 17.5% | |
| Nuveen S&P 500 Index R6 | — | — | — | $6.4M | 6.4% | |
| CREF Growth | — | — | — | $6.3M | 6.3% | |
| CREF Global Equities | — | — | — | $3.6M | 3.6% | |
| CREF Equity Index | — | — | — | $3.2M | 3.2% | |
| American Fund New Perspective | — | — | — | $3.2M | 3.2% | |
| American Washington Mutual Investor | — | — | — | $3.1M | 3.1% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 2.9% | |
| CREF Social Choice | — | — | — | $2.5M | 2.6% | |
| T. Rowe Price Retirement 2035 Fund #2 | — | — | — | $2.1M | 2.1% | |
| T. Rowe Price Retirement 2030 Fund #2 | — | — | — | $1.9M | 1.9% | |
| Dodge & Cox Income Fund Class BB | — | — | — | $1.9M | 1.9% | |
| American Europacific Growth | — | — | — | $1.7M | 1.7% | |
| T. Rowe Price Retirement 2045 Fund #2 | — | — | — | $1.6M | 1.6% | |
| T. Rowe Price Retirement 2040 Fund #2 | — | — | — | $1.5M | 1.5% | |
| T. Rowe Price Retirement 2025 Fund #2 | — | — | — | $1.4M | 1.4% | |
| MFS Mid Cap Value Class R6 | — | — | — | $1.2M | 1.2% | |
| CREF Money Market | — | — | — | $1.2M | 1.2% | |
| Columbia Mid Cap Index Fund | — | — | — | $1.1M | 1.1% | |
| Nuveen Small Cap Blend Index Fund;R6 | — | — | — | $903K | 0.9% | |
| CREF Core Bond | — | — | — | $896K | 0.9% | |
| Vanguard ST Inflation Protected Securities Index | — | — | — | $890K | 0.9% | |
| T. Rowe Price Retirement 2050 Fund #2 | — | — | — | $857K | 0.9% | |
| Nuveen Money Market Fund (R6) | — | — | — | $811K | 0.8% | |
| Dodge & Cox International Stock | — | — | — | $744K | 0.7% | |
| TIAA-CREF DFA Emerging Markets I | — | — | — | $741K | 0.7% | |
| Nuveen Real Estate Sec Sel R6 | — | — | — | $720K | 0.7% | |
| T. Rowe Price New Horizons I | — | — | — | $673K | 0.7% | |
| T. Rowe Price Retirement 2020 Fund #2 | — | — | — | $659K | 0.7% | |
| Janus Henderson Enterprise Fund | — | — | — | $607K | 0.6% | |
| CREF Inflation-Linked Bond | — | — | — | $569K | 0.6% | |
| T. Rowe Price Retirement 2055 Fund #2 | — | — | — | $522K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund #2 | — | — | — | $465K | 0.5% | |
| Vanguard High-Yield Corporate Fund | — | — | — | $442K | 0.4% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $312K | 0.3% | |
| Nuveen Large Cap Responsible Eq R6 | — | — | — | $247K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund #2 | — | — | — | $225K | 0.2% | |
| BW Global Opportunistic | — | — | — | $195K | 0.2% | |
| American Beacon Small Cap Value R6 | — | — | — | $122K | 0.1% | |
| T. Rowe Price Retirement 2015 Fund #2 | — | — | — | $68K | <0.1% | |
| T. Rowe Price Retirement Balanced | — | — | — | $57K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund #2 | — | — | — | $7K | <0.1% |