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Original filing (PDF)20251010095823NAL0007907553001
LOYOLA UNIVERSITY MARYLAND
Form 5500
FILING_RECEIVED
LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,148
Accounts w/ balance
2,503
Plan assets (EOY)
$441.4M
Net assets (EOY)
$441.4M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOYOLA UNIVERSITY MARYLAND.
Plan sponsor
Name
LOYOLA UNIVERSITY MARYLAND
EIN
52-0591623
Address
4501 NORTH CHARLES ST. · BALTIMORE, MD · 21210
Phone
(410) 617-1368
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $137K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $81K | — |
Investments
55 direct securities · 1 pooled fund· $441.0M(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
$433.4M
55 holdings
Pooled Separate Account
$7.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Variable Annuity Contract | — | — | — | $77.4M | 17.5% | |
| TIAA Traditional Annuity – Non-Benefit Responsive Fixed Annuity Contract | — | — | — | $68.6M | 15.5% | |
| Vanguard Inst Index Institutional Mutual Fund | — | — | — | $31.9M | 7.2% | |
| CREF Global Equities Variable Annuity Contract | — | — | — | $25.1M | 5.7% | |
| CREF Growth Variable Annuity Contract | — | — | — | $18.4M | 4.2% | |
| CREF Social Choice Variable Annuity Contract | — | — | — | $16.1M | 3.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $14.8M | 3.3% | |
| CREF Equity Index Variable Annuity Contract | — | — | — | $13.0M | 2.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $12.1M | 2.7% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $11.2M | 2.5% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $11.1M | 2.5% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $10.7M | 2.4% | |
| TIAA Stable Value – Benefit Responsive Fixed Annuity Contract | — | — | — | $10.7M | 2.4% | |
| Vanguard Total International Stock Index Adm Mutual Fund | — | — | — | $9.7M | 2.2% | |
| TIAA Traditional Annuity – Benefit Responsive Fixed Annuity Contract | — | — | — | $9.6M | 2.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $7.8M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.6M | 1.7% | |
| CREF Bond Market Variable Annuity Contract | — | — | — | $7.5M | 1.7% | |
| Vanguard Small-Cap Index Institutional Mutual Fund | — | — | — | $7.5M | 1.7% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $7.4M | 1.7% | |
| MFS Growth Fund R6 Mutual Fund | — | — | — | $6.1M | 1.4% | |
| Vanguard Mid-Cap Index Institutional Mutual Fund | — | — | — | $5.8M | 1.3% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $4.8M | 1.1% | |
| BlackRock Equity Dividend Institutional Mutual Fund | — | — | — | $4.5M | 1.0% | |
| Vanguard REIT Index Adm Mutual Fund | — | — | — | $3.6M | 0.8% | |
| CREF Inflation-Linked Bond Variable Annuity Contract | — | — | — | $3.4M | 0.8% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $2.8M | 0.6% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $2.8M | 0.6% | |
| DFA Emerging Mark Core Equity Portfolio I Mutual Fund | — | — | — | $2.7M | 0.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $2.7M | 0.6% | |
| TIAA-CREF Self-Directed Funds Self-Directed Funds | — | — | — | $2.6M | 0.6% | |
| CREF Money Market Variable Annuity Contract | — | — | — | $2.6M | 0.6% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $2.3M | 0.5% | |
| TIAA-CREF Inflation-Linked Bond Institutional Mutual Fund | — | — | — | $2.2M | 0.5% | |
| American Century Mid-Cap Value Fund R6 Mutual Fund | — | — | — | $1.8M | 0.4% | |
| Victory Sycamore Small Company Opp R6 Mutual Fund | — | — | — | $1.6M | 0.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $1.5M | 0.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.2M | 0.3% | |
| TIAA-CREF Lifecycle 2035 Institutional Mutual Fund | — | — | — | $1.1M | 0.2% | |
| through May 2031 | — | — | — | $972K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | — | — | — | $949K | 0.2% | |
| Wasatch Core Growth Fund Institutional Mutual Fund | — | — | — | $942K | 0.2% | |
| Harford World Bond R6 Mutual Fund | — | — | — | $666K | 0.2% | |
| TIAA-CREF Lifecycle 2045 Institutional Mutual Fund | — | — | — | $631K | 0.1% | |
| TIAA-CREF Lifecycle 2030 Institutional Mutual Fund | — | — | — | $626K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $519K | 0.1% | |
| TIAA-CREF Lifecycle 2025 Institutional Mutual Fund | — | — | — | $352K | <0.1% | |
| TIAA-CREF Lifecycle Retirement Income Institutional Mutual Fund | — | — | — | $340K | <0.1% | |
| TIAA-CREF Lifecycle 2020 Institutional Mutual Fund | — | — | — | $316K | <0.1% | |
| TIAA-CREF Lifecycle 2040 Institutional Mutual Fund | — | — | — | $263K | <0.1% | |
| TIAA-CREF Lifecycle 2050 Institutional Mutual Fund | — | — | — | $151K | <0.1% | |
| John Hancock Alt Asset Allocation R6 Mutual Fund | — | — | — | $117K | <0.1% | |
| TIAA-CREF Lifecycle 2015 Institutional Mutual Fund | — | — | — | $85K | <0.1% | |
| TIAA-CREF Lifecycle 2060 Institutional Mutual Fund | — | — | — | $20K | <0.1% | |
| TIAA-CREF Lifecycle 2010 Institutional Mutual Fund | — | — | — | $11K | <0.1% | |
| TIAA-CREF Lifecycle 2055 Institutional Mutual Fund | — | — | — | $9K | <0.1% |