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Original filing (PDF)20251010130325NAL0007753537001
CREIGHTON UNIVERSITY
Form 5500
FILING_RECEIVED
RETIREMENT PLAN OF CREIGHTON UNIVERSITY
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,738
Accounts w/ balance
4,208
Plan assets (EOY)
$684.0M
Net assets (EOY)
$684.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREIGHTON UNIVERSITY.
Plan sponsor
Name
CREIGHTON UNIVERSITY
EIN
47-0376583
Address
780615 CALIFORNIA PLAZA · OMAHA, NE · 681780615
Phone
(402) 280-2709
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORS ASSET MGMT | 75-3204798 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $570K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ | 47-0625816 | — | ACCOUNTANT | $30K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DATA TERRAIN INC. | 82-1517659 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
36 direct securities · 1 pooled fund· $9.8M(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.
Uncategorized
$4.9M
36 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE X1 TIAA CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $4.9M | 0.7% | |
| TIAA Traditional Non Benefit Responsive TIAA Traditional RA | — | — | — | $679K | <0.1% | |
| CREF Stock R3 Registered Investment Company | — | — | — | $602K | <0.1% | |
| BlackRock Equity Index Fund Collective Investment Trust | — | — | — | $538K | <0.1% | |
| BlackRock MSCI ACWI ex-U.S. Index Fund Collective Investment Trust | — | — | — | $382K | <0.1% | |
| CREF Growth R3 Registered Investment Company | — | — | — | $360K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 TIAA Traditional RCP | — | — | — | $293K | <0.1% | |
| TIAA Real Estate Separate Account Pooled Separate Account | — | — | — | $235K | <0.1% | |
| CREF Global Equities R3 Registered Investment Company | — | — | — | $208K | <0.1% | |
| BlackRock Mid Cap Equity Index Fund Collective Investment Trust | — | — | — | $177K | <0.1% | |
| CREF Global Equities R4 Registered Investment Company | — | — | — | $177K | <0.1% | |
| CREF Stock R4 Registered Investment Company | — | — | — | $162K | <0.1% | |
| CREF Equity Index R3 Registered Investment Company | — | — | — | $154K | <0.1% | |
| BlackRock Russell 2000 Index Fund Collective Investment Trust | — | — | — | $128K | <0.1% | |
| TIAA-CREF Self Directed Acct Self-Directed Brokerage Account | — | — | — | $115K | <0.1% | |
| BlackRock U.S. Debt Index Fund Collective Investment Trust | — | — | — | $112K | <0.1% | |
| CREF Money Market R3 Registered Investment Company | — | — | — | $80K | <0.1% | |
| TIAA Traditional Non Benefit Responsive 2 TIAA Traditional RC | — | — | — | $65K | <0.1% | |
| Nuveen Large Cap Growth R6 Registered Investment Company (Mutual Fund) | — | — | — | $64K | <0.1% | |
| CREF Social Choice R3 Registered Investment Company | — | — | — | $59K | <0.1% | |
| CREF Core Bond R3 Registered Investment Company | — | — | — | $59K | <0.1% | |
| JPMorgan Equity Inc Fd Cla R6 Registered Investment Company (Mutual Fund) | — | — | — | $50K | <0.1% | |
| CREF Growth R4 Registered Investment Company | — | — | — | $42K | <0.1% | |
| Vanguard Federal Money Mkt Inv Registered Investment Company (Mutual Fund) | — | — | — | $41K | <0.1% | |
| CREF Money Market R4 Registered Investment Company | — | — | — | $23K | <0.1% | |
| CREF Inflation-Linked Bond R3 Registered Investment Company | — | — | — | $20K | <0.1% | |
| Vanguard Explorer Adm Registered Investment Company (Mutual Fund) | — | — | — | $18K | <0.1% | |
| Wellington International Opportunities Series 1 Portfolio Collective Investment Trust | — | — | — | $13K | <0.1% | |
| Nuveen Large Cap Resp Eq R6 Registered Investment Company (Mutual Fund) | — | — | — | $12K | <0.1% | |
| Nuveen High Yield R6 Registered Investment Company (Mutual Fund) | — | — | — | $10K | <0.1% | |
| Nuveen Core Plus Bond R6 Registered Investment Company (Mutual Fund) | — | — | — | $9K | <0.1% | |
| CREF Social Choice R4 Registered Investment Company | — | — | — | $8K | <0.1% | |
| Alliance Bernstein US Small and Mid Cap Value Fund Collective Investment Trust | — | — | — | $8K | <0.1% | |
| Nuveen Short Term Bond R6 Registered Investment Company (Mutual Fund) | — | — | — | $7K | <0.1% | |
| CREF Core Bond R4 Registered Investment Company | — | — | — | $6K | <0.1% | |
| Schroder International Multi-Cap Equity Trust Collective Investment Trust | — | — | — | $5K | <0.1% | |
| BlackRock Strategic Completion Non-Lendable Fund Collective Investment Trust | — | — | — | $1K | <0.1% |
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