Original filing (PDF)20250710140548NAL0003549411001

THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

Name: THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT — THE UNIVERSITY OF IOWA CENTER FOR ADV. 401K PLAN, Form 5500 (2024)
Creator: THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

Form 5500

FILING_RECEIVED

THE UNIVERSITY OF IOWA CENTER FOR ADV. 401K PLAN

401(k) retirement plan

Active participants

303

Accounts w/ balance

385

Plan assets (EOY)

$51.0M

Net assets (EOY)

$51.0M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT.

Plan sponsor

Name

THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

EIN

42-0796760

Address

ONE WEST PARK ROAD · IOWA CITY, IA · 52242

Phone

(319) 457-3436

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$48K	—

Investments

24 direct securities· $51.0M(100% of reported assets)

Other securities

$50.2M

22 holdings

Cash / Money Market

$678K

1 holding

Participant loans

$51K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$9.4M	18.4%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$6.5M	12.8%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$4.7M	9.2%
Vanguard Total Stock Market Index Adm Vanguard 0	Other securities	—	—	$4.5M	8.8%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$4.5M	8.7%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$4.4M	8.6%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$4.3M	8.5%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$2.3M	4.4%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$2.3M	4.4%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$1.9M	3.7%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$850K	1.7%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$786K	1.5%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$772K	1.5%
Vanguard FTSE Social Index Adm Vanguard 0	Other securities	—	—	$740K	1.5%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$678K	1.3%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$621K	1.2%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$373K	0.7%
Vanguard Real Estate Index Adm Vanguard 0	Other securities	—	—	$353K	0.7%
JPMorgan Core Bond R6 JP Morgan 0	Other securities	—	—	$314K	0.6%
DFA Emerging Markets Core Eqty 2 Port DFA 0	Other securities	—	—	$297K	0.6%
CRM Small Cap Value Instl CRM 0	Other securities	—	—	$251K	0.5%
Vanguard International Explorer Inv Vanguard 0	Other securities	—	—	$214K	0.4%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$51K	<0.1%
Contribution Account Ascensus Trust Company 0	Other securities	—	—	$2K	<0.1%