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Original filing (PDF)20241203112743NAL0002838049001
PARK UNIVERSITY
Form 5500
FILING_RECEIVED
PARK UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 0.6 moNo recordkeeper disclosed
Active participants
407
Accounts w/ balance
766
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
98
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARK UNIVERSITY.
Plan sponsor
Name
PARK UNIVERSITY
EIN
44-0562048
Address
8700 NW RIVER PARK DRIVE · PARKVILLE, MO · 641524358
Phone
(816) 584-6540
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-03
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | NONE | $55K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $47K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $32K | — |
Investments
1 pooled fund· $972K(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREFF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $972K | 1.5% |