Original filing (PDF)20250916111805NAL0001280163001

UNIVERSITY OF SIOUX FALLS

Name: UNIVERSITY OF SIOUX FALLS — UNIVERSITY OF SIOUX FALLS 403(B) PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF SIOUX FALLS

Form 5500

FILING_RECEIVED

UNIVERSITY OF SIOUX FALLS 403(B) PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

367

Accounts w/ balance

352

Plan assets (EOY)

$21.6M

Net assets (EOY)

$21.6M

How this plan invests

This plan

2 collective trusts

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

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF SIOUX FALLS.

Plan sponsor

Name

UNIVERSITY OF SIOUX FALLS

EIN

46-0224600

Address

1101 W 22ND STREET · SIOUX FALLS, SD · 571051600

Phone

(605) 331-5000

Industry

Educational Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2S · Automatic enrollment

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$53K	—
ASCENSUS INC	—	FORT WAYNE, IN	OTHER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUB INVESTMENT ADVISORS INC

Investments

2 pooled funds· $510K(2% 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.

			% of plan
POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000	Pooled Separate Account	$385K	1.8%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$125K	0.6%