Original filing (PDF)20251015093251NAL0002086211001

NEWMAN UNIVERSITY

Name: NEWMAN UNIVERSITY — NEWMAN UNIVERSITY DC PLAN, Form 5500 (2024)
Creator: NEWMAN UNIVERSITY

Form 5500

FILING_RECEIVED

NEWMAN UNIVERSITY DC PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

156

Accounts w/ balance

484

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWMAN UNIVERSITY.

Plan sponsor

Name

NEWMAN UNIVERSITY

EIN

48-0556716

Address

3100 W MCCORMICK ST RM 202 · WICHITA, KS · 672132008

Phone

(316) 942-4291

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

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

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TWO WEST CAPITAL ADVISORS	27-3055170	LAWRENCE, KS	NONE	$28K	—
PENTEGRA SERVICES, INC.	13-3745616	WHITE PLAINS, NY	NONE	$12K	—
TIAA	13-1624203	NEW YORK, NY	NONE	$12K	—

Investments

42 direct securities · 1 pooled fund· $25.4M(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

$22.0M

40 holdings

Mutual Funds

$3.1M

2 holdings

Pooled Separate Account

$226K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
TIAA Traditional Annuity Contracts *TIAA Non-fully benefit responsive	—	—	—	$4.6M	17.9%
TIAA Fully benefit responsive	—	—	—	$3.1M	12.2%
CREF Stock R1	—	—	—	$2.9M	11.2%
State Street State Street Equity 500 Indx K	—	—	—	$2.6M	10.1%
CREF Growth R1	—	—	—	$2.4M	9.6%
s *TIAA-CREF TIAA-CREF Intl Eq Idx-Inst	Mutual Funds	—	—	$2.3M	8.9%
CREF Equity Index R1	—	—	—	$1.0M	4.0%
DFA LTIP Port Institutional Adm	Mutual Funds	—	—	$876K	3.4%
CREF Global Equities R1	—	—	—	$741K	2.9%
State Street State Street Sm Md Cp Eq Idx K	—	—	—	$651K	2.6%
Vanguard Ttl Intl Bnd Idx Adm	—	—	—	$537K	2.1%
CREF Social Choice R1	—	—	—	$441K	1.7%
Money Market Accounts Vanguard Federal Money Mkt Inv	—	—	—	$374K	1.5%
TIAA Access Lifecycle 2045 T4	—	—	—	$280K	1.1%
State Street State Street Aggrgte Bnd Idx K	—	—	—	$264K	1.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$226K	0.9%
TIAA Access Lg-Cap Gr T4	—	—	—	$212K	0.8%
CREF Money Market R1	—	—	—	$189K	0.7%
CREF Core Bond R1	—	—	—	$176K	0.7%
Schwab S&P 500 Index Fund AI	—	—	—	$172K	0.7%
TIAA Access Lifecycle 2040 T4	—	—	—	$167K	0.7%
TIAA Access Lifecycle 2015 T4	—	—	—	$142K	0.6%
TIAA Access Intl Equity T4	—	—	—	$103K	0.4%
TIAA Access Lifecycle 2030 T4	—	—	—	$96K	0.4%
CREF Inflation-Linked Bond R1	—	—	—	$96K	0.4%
TIAA Access Quant Sml Cp Eq T4	—	—	—	$93K	0.4%
TIAA Access Lg-Cap Val T4	—	—	—	$87K	0.3%
TIAA Access Lifecycle 2050 T4	—	—	—	$81K	0.3%
Stable Value Fund *TIAA TIAA Stable Value Annuity Contract	—	—	—	$78K	0.3%
Vanguard Value Index Adm	—	—	—	$72K	0.3%
TIAA Access Mid-Cap Val T4	—	—	—	$70K	0.3%
TIAA Access Lifecycle 2025 T4	—	—	—	$66K	0.3%
TIAA Access Growth & Income T4	—	—	—	$52K	0.2%
Vanguard Growth Index Adm	—	—	—	$51K	0.2%
TIAA Access Real Est Secs T4	—	—	—	$46K	0.2%
TIAA Access Social Ch Eq T4	—	—	—	$36K	0.1%
TIAA Access Sm-Cap Bl Idx T4	—	—	—	$36K	0.1%
TIAA Access Lifecycle 2035 T4	—	—	—	$12K	<0.1%
TIAA Access Lifecycle 2010 T4	—	—	—	$10K	<0.1%
TIAA Access Bond Plus T4	—	—	—	$9K	<0.1%
TIAA Access Mid-Cap Gr T4	—	—	—	$3K	<0.1%
TIAA Access Equity Index T4	—	—	—	$2K	<0.1%
TIAA Access Lifecycle Rtmt Inc T4	—	—	—	$1K	<0.1%