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Original filing (PDF)20251015081753NAL0002096275001
NEBRASKA WESLEYAN UNIVERSITY
Form 5500
FILING_RECEIVED
NEBRASKA WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
415
Accounts w/ balance
807
Plan assets (EOY)
$90.3M
Net assets (EOY)
$90.3M
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.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEBRASKA WESLEYAN UNIVERSITY.
Plan sponsor
Name
NEBRASKA WESLEYAN UNIVERSITY
EIN
47-0376524
Address
5000 ST. PAUL AVE · LINCOLN, NE · 68504
Phone
(402) 465-2117
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $43K | — |
Investments
37 direct securities · 1 pooled fund· $90.3M(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
$74.5M
36 holdings
Guaranteed Income / GIC
$13.7M
1 holding
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 N/R | — | — | — | $14.3M | 15.8% | |
| s - Fixed Annuity * TIAA-CREF Traditional Annuity Fund - Non N/R | Guaranteed Income / GIC | — | — | $13.7M | 15.2% | |
| Vanguard 500 Idx Adm N/R | — | — | — | $6.1M | 6.8% | |
| CREF Equity Index R2 N/R | — | — | — | $5.6M | 6.2% | |
| CREF Growth R2 N/R | — | — | — | $5.0M | 5.6% | |
| CREF Global Equities R2 N/R | — | — | — | $4.5M | 4.9% | |
| annuity contracts Fully Benefit-Responsive Investment Contracts * TIAA-CREF Traditional Annuity Fund-Benefit N/R | — | — | — | $3.9M | 4.4% | |
| Vanguard Ttl Intl Stk Idx Adm N/R | — | — | — | $3.2M | 3.6% | |
| Vanguard Target Retire 2040 N/R | — | — | — | $3.0M | 3.4% | |
| CREF Social Choice R2 N/R | — | — | — | $2.3M | 2.5% | |
| Vanguard Target Retire 2035 N/R | — | — | — | $2.2M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.1M | 2.4% | |
| Vanguard Target Retire 2045 N/R | — | — | — | $1.8M | 2.0% | |
| Vanguard Small-Cap Idx Adm N/R | — | — | — | $1.8M | 1.9% | |
| Vanguard Target Retire 2050 N/R | — | — | — | $1.8M | 1.9% | |
| CREF Core Bond R2 N/R | — | — | — | $1.7M | 1.9% | |
| Vanguard Target Retire 2030 N/R | — | — | — | $1.6M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm N/R | — | — | — | $1.6M | 1.7% | |
| Dodge & Cox Stock Fund Class X N/R | — | — | — | $1.4M | 1.6% | |
| Vanguard Mid-Cap Idx Adm N/R | — | — | — | $1.3M | 1.4% | |
| Nuveen Large Cap Resp Eq R6 N/R | — | — | — | $1.2M | 1.4% | |
| Nuveen Real Estate Sec Sel R6 N/R | — | — | — | $1.2M | 1.3% | |
| JPMorgan Large Cap Growth R6 N/R | — | — | — | $1.1M | 1.2% | |
| CREF Inflation-Linked Bond R2 N/R | — | — | — | $875K | 1.0% | |
| Vanguard Target Retire 2055 N/R | — | — | — | $838K | 0.9% | |
| Dodge & Cox Income Fund - CL X N/R | — | — | — | $790K | 0.9% | |
| Vanguard Target Retire 2025 N/R | — | — | — | $766K | 0.8% | |
| Separate Accounts of Variable Annuity Contracts * CREF Money Market R2 N/R | — | — | — | $757K | 0.8% | |
| Benefit Responsive Mutual Funds Capital Group American Funds EuroPacific Growth N/R | — | — | — | $753K | 0.8% | |
| Allspring Global Investments Spec SmallCap Val R6 N/R | — | — | — | $710K | 0.8% | |
| Franklin Templeton Clearbridge Small Cp Growth IS N/R | — | — | — | $453K | 0.5% | |
| Vanguard Target Retire 2060 N/R | — | — | — | $419K | 0.5% | |
| Fund R6 Vanguard Federal Money Market Inv N/R | — | — | — | $403K | 0.4% | |
| Management, Inc. Vanguard Target Retire 2020 N/R | — | — | — | $397K | 0.4% | |
| Vanguard Target Retire Income N/R | — | — | — | $327K | 0.4% | |
| RBC Global Asset Emerging Markets Equity R6 N/R | — | — | — | $290K | 0.3% | |
| Vanguard Target Retire 2065 N/R | — | — | — | $156K | 0.2% | |
| Responsive Participant Loans * Participant Loans Interest rates: 4.50% - 9.50%, $0 | — | — | — | $35K | <0.1% |
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