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Original filing (PDF)20251015082033NAL0008635282001
KETTERING UNIVERSITY
Form 5500
FILING_RECEIVED
KETTERING UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
348
Accounts w/ balance
893
Plan assets (EOY)
$201.1M
Net assets (EOY)
$201.1M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KETTERING UNIVERSITY.
Plan sponsor
Name
KETTERING UNIVERSITY
EIN
38-2410852
Address
1700 UNIVERSITY AVENUE · FLINT, MI · 48504
Phone
(810) 762-9891
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $79K | — |
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | NONE | $75K | — |
| PLANPILOT, LLC | 45-4168388 | — | NONE | $43K | — |
| BKD, LLP | 44-0160260 | — | NONE | $8K | — |
Investments
37 direct securities · 1 pooled fund· $201.1M(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
$187.1M
36 holdings
Mutual Funds
$8.6M
1 holding
Pooled Separate Account
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract - Nonbenefit-Responsive | — | — | — | $45.6M | 22.7% | |
| CREF Stock R2 30,857 Units | — | — | $31K | $28.1M | 14.0% | |
| Vanguard Ttl Stk Mkt Idx Inst 75,508 Shares | — | — | $76K | $10.7M | 5.3% | |
| CREF Growth R2 20,040 Units | — | — | $20K | $10.5M | 5.2% | |
| Putnam Equity Income Fund Class Y 253,437 Shares | — | — | $253K | $8.7M | 4.3% | |
| Baird Aggregate Bond Institutional Fund 887,277 Units | Mutual Funds | — | $887K | $8.6M | 4.3% | |
| CREF Global Equities R2 22,811 Units | — | — | $23K | $7.9M | 3.9% | |
| Vanguard Inst Idx Inst 14,637 Shares | — | — | $15K | $7.0M | 3.5% | |
| American EuroPac Growth R6 123,404 Shares | — | — | $123K | $6.6M | 3.3% | |
| TIAA Traditional Annuity Contract TIAA Traditional Annuity Contract - Fully Benefit-Responsive | — | — | — | $6.0M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $12K | $5.4M | 2.7% | |
| Vanguard Small-Cap Idx Inst 45,159 Shares | — | — | $45K | $5.2M | 2.6% | |
| CREF Equity Index R2 10,049 Units | — | — | $10K | $5.2M | 2.6% | |
| TIAA-CREF Lifecycle 2030-Inst 436,647 Shares | — | — | $437K | $4.5M | 2.2% | |
| CREF Social Choice R2 11,073 Units | — | — | $11K | $4.1M | 2.0% | |
| AB Large Cap Growth Fund Adv 36,806 Shares | — | — | $37K | $4.0M | 2.0% | |
| Vanguard Mid-Cap Index Admiral Shares 11,248 Shares | — | — | $11K | $3.7M | 1.8% | |
| American Fd New Perspective R6 53,819 Shares | — | — | $54K | $3.3M | 1.7% | |
| TIAA-CREF Lifecycle 2025-Inst 322,402 Shares | — | — | $322K | $3.2M | 1.6% | |
| TIAA-CREF Lifecycle 2050-Inst 196,858 Shares | — | — | $197K | $2.9M | 1.4% | |
| TIAA-CREF Lifecycle 2035-Inst 248,499 Shares | — | — | $248K | $2.7M | 1.3% | |
| Vanguard Federal Money Market Fund 2,571,801 Units | — | — | $2.6M | $2.6M | 1.3% | |
| TIAA-CREF Lifecycle 2045-Inst 167,960 Shares | — | — | $168K | $2.4M | 1.2% | |
| CREF Money Market R2 79,706 Units | — | — | $80K | $2.4M | 1.2% | |
| TIAA-CREF Lifecycle 2040-Inst 173,812 Shares | — | — | $174K | $1.9M | 1.0% | |
| Vanguard Infl Protect Sec Adm 60,340 Shares | — | — | $60K | $1.4M | 0.7% | |
| TIAA-CREF Lifecycle 2055-Inst 64,829 Shares | — | — | $65K | $1.1M | 0.6% | |
| CREF Inflation-Linked Bond R2 13,018 Units | — | — | $13K | $1.1M | 0.5% | |
| CREF Bond Market R2 8,184 Units | — | — | $8K | $1.1M | 0.5% | |
| Vanguard REIT Index Admiral 7,559 Shares | — | — | $8K | $955K | 0.5% | |
| TIAA-CREF Lifecycle 2010-Inst 77,375 Shares | — | — | $77K | $769K | 0.4% | |
| TIAA-CREF Lifecycle 2020-Inst 60,280 Shares | — | — | $60K | $567K | 0.3% | |
| TIAA-CREF Lifecycle 2015-Inst 44,278 Shares | — | — | $44K | $401K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Inst 19,658 Shares | — | — | $20K | $296K | 0.1% | |
| Nuveen Core Impact Bond R6 25,961 Shares | — | — | $26K | $230K | 0.1% | |
| maturing in 2029) | — | — | — | $98K | <0.1% | |
| Parnassus Core Equity Inst 1,510 Shares | — | — | $2K | $90K | <0.1% | |
| TIAA-CREF Lifecycle 2065-Inst 2,178 Shares | — | — | $2K | $28K | <0.1% |
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