How big is ASU Enterprise Partners' plan?

ASU Enterprise Partners' plan reported $52.2M in assets and 343 participants for 2024.

Original filing (PDF)20250624105750NAL0004028579001

ASU Enterprise Partners

Name: ASU Enterprise Partners — ASU Enterprise Partners, Form 5500 (2024)
Creator: ASU Enterprise Partners
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ASU Enterprise Partners 401(k) Plan

401(k) retirement plan · ASU Enterprise Partners' ASU Enterprise Partners 401(k) Plan held $52.2M in plan assets for 343 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

343

Accounts w/ balance

583

Plan assets (EOY)

$52.2M

Net assets (EOY)

$52.2M

People on this filing

Virginia E. Desanto signed ASU Enterprise Partners' 2024 Form 5500 as plan administrator.

Virginia E. Desanto — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ASU Enterprise Partners' EIN is 47-5599177.

EIN 47-5599177

Plan number 001

Plan year 2024

ACK ID 20250624105750NAL0004028579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ASU Enterprise Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ASU Enterprise Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASU ENTERPRISE PARTNERS.

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How this plan invests

This plan

39 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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ASU ENTERPRISE PARTNERS

EIN

all filings

Address

300 E. UNIVERSITY DRIVE · TEMPE, AZ · 85280

Phone

(480) 965-3759

Industry

Educational Services

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$61K	—

Investments

39 direct securities· $51.9M(100% of reported assets)

Common Collective Trusts

$41.1M

25 holdings

Other securities

$4.9M

6 holdings

Mutual Funds

$4.3M

5 holdings

Stable Value

$1.4M

1 holding

Self-Directed Brokerage

$125K

1 holding

U.S. Treasuries

$24K

1 holding

					% of plan
Schwab S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$6.4M	12.2%
Nuveen Lifecycle Index 2035 Fund Collective Investment Trust	Common Collective Trusts	—	—	$5.1M	9.8%
Nuveen Lifecycle Index 2030 Fund Collective Investment Trust	Common Collective Trusts	—	—	$4.4M	8.4%
Nuveen Lifecycle Index 2040 Fund Collective Investment Trust	Common Collective Trusts	—	—	$4.1M	7.9%
Nuveen Lifecycle Index 2045 Fund Collective Investment Trust	Common Collective Trusts	—	—	$4.1M	7.8%
Nuveen Lifecycle Index 2050 Fund Collective Investment Trust	Common Collective Trusts	—	—	$3.1M	6.0%
Nuveen Lifecycle Index 2025 Fund Collective Investment Trust	Common Collective Trusts	—	—	$2.2M	4.3%
Nuveen Lifecycle Index 2055 Fund Collective Investment Trust	Common Collective Trusts	—	—	$2.0M	3.8%
Non-benefit responsive investment contract * TIAA Traditional Annuity Guaranteed Interest Contract	Mutual Funds	—	—	$1.7M	3.3%
Nuveen Lifecycle Index 2060 Fund Collective Investment Trust	Common Collective Trusts	—	—	$1.7M	3.2%
Nuveen Lifecycle Index 2020 Fund Collective Investment Trust	Common Collective Trusts	—	—	$1.7M	3.2%
MFS Growth Equity Fund Collective Investment Trust	Common Collective Trusts	—	—	$1.6M	3.0%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$1.4M	2.7%
Invesco Stable Value Trust Fund Collective Investment Trust	Stable Value	—	—	$1.4M	2.7%
Artisan International Value Fund Mutual Fund	Other securities	—	—	$1.3M	2.5%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$1.3M	2.5%
AB Sustainable Global Thematic Fund Mutual Fund	Other securities	—	—	$1.0M	2.0%
DFA U.S. Targeted Value Fund Mutual Fund	Mutual Funds	—	—	$1.0M	1.9%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$977K	1.9%
Loomis Sayles Core Plus Bond Fund Mutual Fund	Other securities	—	—	$764K	1.5%
Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund	Common Collective Trusts	—	—	$666K	1.3%
Schwab International Index Fund Mutual Fund	Common Collective Trusts	—	—	$596K	1.1%
Putnam Large Cap Value Trust Fund Collective Investment Trust	Common Collective Trusts	—	—	$558K	1.1%
Driehaus Emerging Markets Growth Fund Collective Investment Trust	Common Collective Trusts	—	—	$498K	1.0%
Nuveen Lifecycle Index 2065 Fund Collective Investment Trust	Common Collective Trusts	—	—	$367K	0.7%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$354K	0.7%
AB US Small Cap Growth Fund Collective Investment Trust	Common Collective Trusts	—	—	$287K	0.6%
Schwab Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$222K	0.4%
Nuveen Lifecycle Index Retirement Income Fund Collective Investment Trust	Common Collective Trusts	—	—	$211K	0.4%
Schwab U.S. Aggregate Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$185K	0.4%
BlackRock Strategic Global Bond Fund Mutual Fund	Other securities	—	—	$146K	0.3%
TIAA-CREF Self-Directed Account Various	Self-Directed Brokerage	—	—	$125K	0.2%
Schwab U.S. Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$119K	0.2%
Investments * CREF Social Choice Variable Annuity	Mutual Funds	—	—	$90K	0.2%
Nuveen Lifecycle Index 2015 Fund Collective Investment Trust	Common Collective Trusts	—	—	$61K	0.1%
Parnassus Sustainable Core Equity Fund Collective Investment Trust	Common Collective Trusts	—	—	$42K	<0.1%
Nuveen Money Market Retirement Fund Money Market Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Nuveen Core Impact Bond Fund Mutual Fund	U.S. Treasuries	—	—	$24K	<0.1%
Nuveen Lifecycle Index 2010 Fund Collective Investment Trust	Common Collective Trusts	—	—	$2K	<0.1%