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Original filing (PDF)20251008094601NAL0003171027001
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
Form 5500
FILING_RECEIVED
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 403(B) DC-TDA
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
890
Accounts w/ balance
1,398
Plan assets (EOY)
$113.1M
Net assets (EOY)
$113.1M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE.
Plan sponsor
Name
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
EIN
52-1844823
Address
800 8TH STREET, NW · WASHINGTON, DC · 20001
Phone
(202) 449-6510
Industry
Other Services (ex. Public Admin)see 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
D'AMICO WAWRIN & COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 92-6562689 | — | TPA | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'AMICO WAWRIN & COMPANY | 82-1844788 | AKRON, OH | AUDITOR | $23K | — |
Investments
52 direct securities · 1 pooled fund· $113.1M(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
$111.7M
51 holdings
Pooled Separate Account
$1.3M
1 holding
Mutual Funds
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | — | — | — | $22.5M | 19.9% | |
| State Street Cap Equity ExUS Index K | — | — | — | $15.3M | 13.5% | |
| TIAA Traditional RCP Benefit-Responsive | — | — | — | $13.7M | 12.1% | |
| CREF Growth R2 | — | — | — | $8.7M | 7.7% | |
| Variable Annuities * CREF Stock R2 | — | — | — | $8.2M | 7.3% | |
| CREF Equity Index R2 | — | — | — | $7.1M | 6.3% | |
| TIAA Traditional GRA Nonbenefit-Responsive | — | — | — | $6.5M | 5.8% | |
| CREF Global Equities R2 | — | — | — | $4.1M | 3.7% | |
| Traditional Annuity Contract * TIAA Traditional GSRA Benefit-Responsive | — | — | — | $3.5M | 3.1% | |
| CREF Social Choice R2 | — | — | — | $3.1M | 2.8% | |
| State Street Aggregate Bond Index K | — | — | — | $2.7M | 2.4% | |
| State Street Small Mid Cap Equity Index K | — | — | — | $2.7M | 2.3% | |
| American Funds 2010 Tar Ret R3 ** 211 BlackRock iShares Developed Real Estate Index K | — | — | — | $1.4M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 1.1% | |
| BlackRock Total Stock Market Index K | — | — | — | $1.2M | 1.1% | |
| Schwab Treasury Infl Protected Secs Index | — | — | — | $1.2M | 1.0% | |
| CREF Core Bond R2 | — | — | — | $1.1M | 0.9% | |
| JPMorgan Equity Income R6 | — | — | — | $999K | 0.9% | |
| AllianceBerstein Large Cap Growth Fund Z | — | — | — | $768K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2040 T4 | — | — | — | $675K | 0.6% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $543K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | — | — | — | $513K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2025 T4 | — | — | — | $486K | 0.4% | |
| TIAA Access Nuveen International Equity T4 | — | — | — | $390K | 0.3% | |
| CREF Money Market R2 | — | — | — | $360K | 0.3% | |
| TIAA Access Nuveen Lg-Cap Val T4 | — | — | — | $348K | 0.3% | |
| American Century Small Cap Value R6 | — | — | — | $335K | 0.3% | |
| Loans maturing through 2033 with interest * Participant Loans rates ranging from 4.25% to 9.50% -0- | — | — | — | $300K | 0.3% | |
| Stable Value Annuity Contract * TIAA Stable Value | — | — | — | $300K | 0.3% | |
| TIAA Traditional RC Nonbenefit-Responsive | — | — | — | $291K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | — | — | — | $287K | 0.3% | |
| AllianceBerstein Sm Cap Growth Z | — | — | — | $278K | 0.2% | |
| TIAA Access Nuveen Sm-Cap Bl Idx T4 | — | — | — | $239K | 0.2% | |
| TIAA Access Lifecycle Nuveen 2050 T4 | — | — | — | $220K | 0.2% | |
| TIAA Access Nuveen Core Equity T4 | — | — | — | $182K | 0.2% | |
| TIAA Access Nuveen Quant Sml Cp Eq T4 | — | — | — | $171K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Val T4 | — | — | — | $154K | 0.1% | |
| TIAA Access Nuveen Real Est Secs T4 | — | — | — | $149K | 0.1% | |
| Lord Abbett Total Return R6 | — | — | — | $139K | 0.1% | |
| TIAA Access Nuveen Equity Index T4 | — | — | — | $131K | 0.1% | |
| TIAA Access Nuvee Lifecycle 2015 T4 ** 83 * TIAA Access Nuveen Lifecycle 2020 T4 | — | — | — | $129K | 0.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $87K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | — | — | — | $85K | <0.1% | |
| TIAA Access Nuveen Mid-Cap Gr T4 | — | — | — | $62K | <0.1% | |
| TIAA Access Nuveen Lg-Cap Gr T4 | — | — | — | $58K | <0.1% | |
| TIAA Access Nuveen LgCP Res Eq T4 | — | — | — | $56K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2010 T4 | — | — | — | $52K | <0.1% | |
| CREF Stock R4 | — | — | — | $44K | <0.1% | |
| Money Market Fund Vanguard Federal Money Market Inv | — | — | — | $26K | <0.1% | |
| CREF Social Choice R4 | — | — | — | $21K | <0.1% | |
| TIAA Access Nuveen Core Bond Plus T4 | — | — | — | $13K | <0.1% | |
| CREF Money Market R4 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuveen Lfcyle Rtmt Inc T4 | — | — | — | $3K | <0.1% |