How big is Augsburg University's plan?

Augsburg University's plan reported $149.4M in assets and 705 participants for 2024.

Original filing (PDF)20251014124404NAL0001361171001

Augsburg University

Name: Augsburg University — Augsburg University Defined, Form 5500 (2024)
Creator: Augsburg University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Augsburg University Defined Contribution Retirement Plan

403(b) retirement plan · Augsburg University's Augsburg University Defined Contribution Retirement Plan held $149.4M in plan assets for 705 participants in 2024, with TIAA as recordkeeper.

Signals · 3

Late participant contributionsNon-clean audit opinion32% in single holding

Active participants

705

Accounts w/ balance

1,307

Plan assets (EOY)

$149.4M

Net assets (EOY)

$149.4M

People on this filing

Rebecca John signed Augsburg University's 2024 Form 5500 as plan administrator.

Rebecca John — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Augsburg University's EIN is 41-0694721.

EIN 41-0694721

Plan number 001

Plan year 2024

ACK ID 20251014124404NAL0001361171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Augsburg University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Augsburg University's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUGSBURG UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

AUGSBURG UNIVERSITY

EIN

all filings

Address

2211 RIVERSIDE AVENUE SOUTH · MINNEAPOLIS, MN · 55454

Phone

(612) 330-1000

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	—	NONE	$55K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	NONE	$180	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC.	33-0905143

Investments

41 direct securities · 1 pooled fund· $149.4M(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.

Mutual Funds

$103.2M

26 holdings

Common Collective Trusts

$22.9M

10 holdings

Other securities

$21.0M

5 holdings

Pooled Separate Account

$2.4M

1 holding

					% of plan
TIAA Traditional Fixed Account	Mutual Funds	—	—	$48.4M	32.4%
CREF Stock Fund	Mutual Funds	—	—	$25.4M	17.0%
State Street State Street Equity 500 Indx K	Other securities	—	—	$19.7M	13.2%
State Street State Street Cap Eq ExUS Idx K	Common Collective Trusts	—	—	$11.1M	7.5%
CREF Global Equities Fund	Mutual Funds	—	—	$9.9M	6.6%
CREF Growth Fund	Mutual Funds	—	—	$8.4M	5.6%
CREF Equity Index Fund	Common Collective Trusts	—	—	$4.6M	3.1%
CREF Social Choice Fund	Mutual Funds	—	—	$4.3M	2.9%
State Street State Street Sm Md Cp Eq Idx K	Common Collective Trusts	—	—	$3.0M	2.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$2.4M	1.6%
State Street State Street Aggrgte Bnd Idx K	Common Collective Trusts	—	—	$2.2M	1.4%
CREF Money Market Fund	Mutual Funds	—	—	$2.0M	1.3%
CREF Core Bond Fund	Mutual Funds	—	—	$1.9M	1.3%
Schwab Treas Infl Prot Sec Idx	Common Collective Trusts	—	—	$1.4M	1.0%
iShares Developd Real Est Ix K	Other securities	—	—	$1.2M	0.8%
CREF Inflation-Linked Bond Fund	Mutual Funds	—	—	$967K	0.6%
Vanguard Federal Money Fund Investor Shares	Mutual Funds	—	—	$436K	0.3%
TIAA Participant Loans Rates of 4.25% - 9.50% -	Mutual Funds	—	—	$304K	0.2%
Fidelity Low Priced Stock Fund	Mutual Funds	—	—	$232K	0.2%
Putnam Large Cap Value Fund R6	Mutual Funds	—	—	$214K	0.1%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$203K	0.1%
Fidelity Dividend Growth Fund	Mutual Funds	—	—	$162K	0.1%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$145K	<0.1%
Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$137K	<0.1%
Fidelity Mid Cap Stock Fund	Mutual Funds	—	—	$115K	<0.1%
Fidelity Global ex US Index Fund	Common Collective Trusts	—	—	$110K	<0.1%
Fidelity Fund	Mutual Funds	—	—	$81K	<0.1%
DFA Emerging Market Core Equity Portfolio	Mutual Funds	—	—	$69K	<0.1%
Fidelity Small Cap Stock Fund	Mutual Funds	—	—	$49K	<0.1%
Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$46K	<0.1%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$41K	<0.1%
Fidelity Fid Mid Cap Idx	Common Collective Trusts	—	—	$25K	<0.1%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$22K	<0.1%
Fidelity Select Technology Portfolio	Mutual Funds	—	—	$21K	<0.1%
Fidelity Focused Stock Fund	Mutual Funds	—	—	$19K	<0.1%
Vanguard Inflation-Protected Securities Fund Admiral Shares	Mutual Funds	—	—	$18K	<0.1%
American Century American Century Ultra Fund R6	Other securities	—	—	$18K	<0.1%
Fidelity Fid GOV Cash Reserve	Mutual Funds	—	—	$15K	<0.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$15K	<0.1%
Victory Integrity Small-Cap Value Fund R6	Other securities	—	—	$11K	<0.1%
Conestoga Small Cap Institutional Fund	Other securities	—	—	$7K	<0.1%
Dodge & Cox International Stock Fund	Mutual Funds	—	—	$5K	<0.1%