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Original filing (PDF)20251006171521NAL0002264467001
THE GEORGE WASHINGTON UNIVERSITY
Form 5500
FILING_RECEIVED
THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,147
Accounts w/ balance
11,339
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
1 pooled trust
Schedule D
121 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 (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GEORGE WASHINGTON UNIVERSITY.
Plan sponsor
Name
THE GEORGE WASHINGTON UNIVERSITY
EIN
53-0196584
Address
44983 KNOLL SQUARE, SUITE 391 · ASHBURN, VA · 20147
Phone
(571) 553-8324
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | 52-1053785 | — | CONTRACT ADMINISTRATOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | AUDITOR | $28K | — |
Investments
113 direct securities · 1 pooled fund· $1.6B(96% 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
$1.5B
113 holdings
Pooled Separate Account
$34.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - RA Unallocated Insurance Contract | — | — | — | $222.1M | 13.5% | |
| College Retirement Equities Fund - Variable Annuities CREF Stock R3 Registered Investment Companies | — | — | — | $209.6M | 12.7% | |
| Teachers' Insurance and Annuity Association TIAA Traditional Annuity - GSRA Unallocated Insurance Contract | — | — | — | $124.9M | 7.6% | |
| CREF Growth R3 Registered Investment Companies | — | — | — | $60.8M | 3.7% | |
| CREF Global Equities R3 Registered Investment Companies | — | — | — | $43.1M | 2.6% | |
| FID 500 INDEX Registered Investment Companies | — | — | — | $36.7M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $34.9M | 2.1% | |
| VANGUARD INST INDEX Registered Investment Companies | — | — | — | $33.8M | 2.0% | |
| Nuveen Internatl Eq Idx R6 Registered Investment Companies | — | — | — | $33.0M | 2.0% | |
| FID GROWTH CO K Registered Investment Companies | — | — | — | $32.4M | 2.0% | |
| CREF Equity Index R3 Registered Investment Companies | — | — | — | $30.7M | 1.9% | |
| Nuveen S&P 500 Index R6 Registered Investment Companies | — | — | — | $30.0M | 1.8% | |
| FID FREEDOM 2040 K Registered Investment Companies | — | — | — | $28.2M | 1.7% | |
| Nuveen Equity Index R6 Registered Investment Companies | — | — | — | $28.1M | 1.7% | |
| VANG WINDSOR ADM Registered Investment Companies | — | — | — | $27.2M | 1.7% | |
| FID FREEDOM 2045 K Registered Investment Companies | — | — | — | $25.6M | 1.5% | |
| FID FREEDOM 2035 K Registered Investment Companies | — | — | — | $24.7M | 1.5% | |
| FID CONTRAFUND K Registered Investment Companies | — | — | — | $24.3M | 1.5% | |
| FID FREEDOM 2050 K Registered Investment Companies | — | — | — | $23.0M | 1.4% | |
| CREF Money Market R1 Registered Investment Companies * 433 CREF Social Choice R3 Registered Investment Companies | — | — | — | $21.1M | 1.3% | |
| VANG VMMR-FED MMKT Registered Investment Companies | — | — | — | $20.6M | 1.2% | |
| VANG TOT STK MKT IS Registered Investment Companies | — | — | — | $19.5M | 1.2% | |
| Nuveen Large Cap Val Idx R6 Registered Investment Companies | — | — | — | $18.8M | 1.1% | |
| FID FREEDOM 2030 K Registered Investment Companies | — | — | — | $18.1M | 1.1% | |
| VANG US GROWTH ADM Registered Investment Companies | — | — | — | $17.4M | 1.1% | |
| VANG WELLINGTON ADM Registered Investment Companies | — | — | — | $15.4M | 0.9% | |
| FID FREEDOM 2055 K Registered Investment Companies | — | — | — | $15.1M | 0.9% | |
| Nuveen Lifecycle 2040 R6 Registered Investment Companies | — | — | — | $14.0M | 0.8% | |
| Nuveen Large Cap Value R6 Registered Investment Companies | — | — | — | $12.9M | 0.8% | |
| Nuveen Quant Small Cp Eq R6 Registered Investment Companies | — | — | — | $12.6M | 0.8% | |
| Nuveen Large Cap Gr Idx R6 Registered Investment Companies | — | — | — | $12.5M | 0.8% | |
| CREF Inflation-Linked Bond R3 Registered Investment Companies | — | — | — | $12.4M | 0.8% | |
| FID MAGELLAN K Registered Investment Companies | — | — | — | $12.0M | 0.7% | |
| Nuveen Large Cap Resp Eq R6 Registered Investment Companies | — | — | — | $11.9M | 0.7% | |
| Nuveen Lifecycle 2035 R6 Registered Investment Companies | — | — | — | $11.9M | 0.7% | |
| FID FREEDOM 2025 K Registered Investment Companies | — | — | — | $10.9M | 0.7% | |
| FID OTC K Registered Investment Companies | — | — | — | $10.1M | 0.6% | |
| Nuveen Lifecycle 2025 R6 Registered Investment Companies | — | — | — | $9.7M | 0.6% | |
| VANG GRTH & INC ADM Registered Investment Companies | — | — | — | $9.3M | 0.6% | |
| Nuveen Lifecycle 2030 R6 Registered Investment Companies | — | — | — | $9.0M | 0.5% | |
| VANG INTL GROWTH ADM Registered Investment Companies | — | — | — | $8.8M | 0.5% | |
| uveen Real Est Sec Sel R6 Registered Investment Companies | — | — | — | $8.4M | 0.5% | |
| CREF Money Market R3 Registered Investment Companies | — | — | — | $8.3M | 0.5% | |
| Nuveen Lifecycle 2045 R6 Registered Investment Companies | — | — | — | $7.9M | 0.5% | |
| American Cent MdCpVa Fd Cla R6 Registered Investment Companies | — | — | — | $7.5M | 0.5% | |
| FID FREEDOM 2020 K Registered Investment Companies | — | — | — | $7.3M | 0.4% | |
| Nuveen Large Cap Growth R6 Registered Investment Companies | — | — | — | $7.2M | 0.4% | |
| Nuveen Small Cap Bld Idx R6 Registered Investment Companies | — | — | — | $6.8M | 0.4% | |
| FID BALANCED K Registered Investment Companies | — | — | — | $6.8M | 0.4% | |
| FID OVERSEAS K Registered Investment Companies | — | — | — | $6.7M | 0.4% | |
| FID FREEDOM 2060 K Registered Investment Companies | — | — | — | $6.2M | 0.4% | |
| FID US BOND IDX Registered Investment Companies | — | — | — | $5.8M | 0.3% | |
| Nuveen High Yield R6 Registered Investment Companies | — | — | — | $5.7M | 0.3% | |
| FID LOW PRICED STK K Registered Investment Companies | — | — | — | $5.5M | 0.3% | |
| FID SM CAP DISCOVERY Registered Investment Companies | — | — | — | $5.3M | 0.3% | |
| Nuveen Lifecycle 2050 R6 Registered Investment Companies | — | — | — | $5.2M | 0.3% | |
| FID MID CAP STOCK K Registered Investment Companies | — | — | — | $5.2M | 0.3% | |
| VANG WELLESLEY ADM Registered Investment Companies | — | — | — | $5.1M | 0.3% | |
| Nuveen Lifecycle 2020 R6 Registered Investment Companies | — | — | — | $5.0M | 0.3% | |
| FID GOVT MMKT Registered Investment Companies | — | — | — | $4.9M | 0.3% | |
| Nuveen Money Market R6 Registered Investment Companies | — | — | — | $4.9M | 0.3% | |
| VANG LT INV GR ADM Registered Investment Companies | — | — | — | $4.4M | 0.3% | |
| VANGUARD INTL VALUE Registered Investment Companies | — | — | — | $4.1M | 0.3% | |
| FID PURITAN K Registered Investment Companies | — | — | — | $3.5M | 0.2% | |
| Participant Loans Interest Rates: 4.25% - 9.50% | — | — | — | $3.5M | 0.2% | |
| Nuveen Lifecycle 2055 R6 Registered Investment Companies | — | — | — | $3.3M | 0.2% | |
| Nuveen Core Plus Bond R6 Registered Investment Companies | — | — | — | $3.2M | 0.2% | |
| Fidelity Management Trust Company VAN FTSE SOC IDX ADM Registered Investment Companies | — | — | — | $3.1M | 0.2% | |
| Nuveen Lifecycle 2015 R6 Registered Investment Companies | — | — | — | $3.0M | 0.2% | |
| FID STRATEGIC INCOME Registered Investment Companies | — | — | — | $2.9M | 0.2% | |
| VANG LT TREASURY ADM Registered Investment Companies | — | — | — | $2.9M | 0.2% | |
| VANG ST INV GR ADM Registered Investment Companies | — | — | — | $2.6M | 0.2% | |
| VAN REAL EST IDX ADM Registered Investment Companies | — | — | — | $2.4M | 0.1% | |
| FID SHORT TERM BOND Registered Investment Companies | — | — | — | $2.2M | 0.1% | |
| Nuveen Lifecycle 2010 R6 Registered Investment Companies | — | — | — | $2.1M | 0.1% | |
| Nuveen Infl Linked Bond R6 Registered Investment Companies | — | — | — | $2.1M | 0.1% | |
| Nuveen Short Term Bond R6 Registered Investment Companies | — | — | — | $2.0M | 0.1% | |
| FID INTERMED BOND Registered Investment Companies | — | — | — | $1.9M | 0.1% | |
| FID EMERGING MKTS K Registered Investment Companies | — | — | — | $1.8M | 0.1% | |
| FID ASSET MGR 50% Registered Investment Companies | — | — | — | $1.8M | 0.1% | |
| VANG HI YLD CORP ADM Registered Investment Companies | — | — | — | $1.8M | 0.1% | |
| FID FREEDOM 2015 K Registered Investment Companies | — | — | — | $1.7M | 0.1% | |
| FID FREEDOM 2010 K Registered Investment Companies | — | — | — | $1.6M | <0.1% | |
| VANG GNMA ADM Registered Investment Companies | — | — | — | $1.5M | <0.1% | |
| FID ASSET MGR 85% Registered Investment Companies | — | — | — | $1.3M | <0.1% | |
| FID INVST GR BD Registered Investment Companies | — | — | — | $1.3M | <0.1% | |
| VANG INFL PROT ADM Registered Investment Companies | — | — | — | $1.1M | <0.1% | |
| FID ASSET MGR 20% Registered Investment Companies | — | — | — | $1.1M | <0.1% | |
| FID FREEDOM 2065 K Registered Investment Companies | — | — | — | $1.1M | <0.1% | |
| FID ASSET MGR 70% Registered Investment Companies | — | — | — | $903K | <0.1% | |
| Nuveen Lifecycle 2060 R6 Registered Investment Companies | — | — | — | $825K | <0.1% | |
| VANG ST TREASURY ADM Registered Investment Companies | — | — | — | $723K | <0.1% | |
| FID FREEDOM INC K Registered Investment Companies | — | — | — | $661K | <0.1% | |
| FID REAL ESTATE INC Registered Investment Companies | — | — | — | $657K | <0.1% | |
| VANG ST INF PS IDX A Registered Investment Companies | — | — | — | $609K | <0.1% | |
| FID INFL PR BD IDX Registered Investment Companies | — | — | — | $553K | <0.1% | |
| VANG INTM TREAS ADM Registered Investment Companies | — | — | — | $541K | <0.1% | |
| FIDELITY GOVT INCOME Registered Investment Companies | — | — | — | $483K | <0.1% | |
| EQ/ MODERATE ALLOCATION PORTFOLIO Registered Investment Companies | — | — | — | $287K | <0.1% | |
| Nuveen Managed Allocat R6 Registered Investment Companies | — | — | — | $271K | <0.1% | |
| EQ/COMMON STOCK INDEX Registered Investment Companies | — | — | — | $263K | <0.1% | |
| FID GNMA Registered Investment Companies | — | — | — | $245K | <0.1% | |
| EQ/INTERMEDIATE GOVERNMENT BOND Registered Investment Companies | — | — | — | $188K | <0.1% | |
| EQ/CAPITAL GUARDIAN RESEARCH Registered Investment Companies | — | — | — | $184K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 Registered Investment Companies | — | — | — | $115K | <0.1% | |
| EQ MONEY MARKET Registered Investment Companies | — | — | — | $73K | <0.1% | |
| EQ/LARGE CAP GROWTH MANAGED VOLATILITY Registered Investment Companies | — | — | — | $51K | <0.1% | |
| Nuveen Lifecycle 2065 R6 Registered Investment Companies | — | — | — | $48K | <0.1% | |
| MULTIMANAGER AGGRESSIVE EQUITY Registered Investment Companies | — | — | — | $16K | <0.1% | |
| EQ/CORE PLUS BOND Registered Investment Companies | — | — | — | $14K | <0.1% | |
| MULTIMANAGER TECHNOLOGY Registered Investment Companies | — | — | — | $14K | <0.1% | |
| EQ/INTERNATIONAL VALUE MANAGED VOL Registered Investment Companies * 94 EQ/EQUITY 500 INDEX Registered Investment Companies | — | — | — | $10K | <0.1% | |
| Maturities through 2032 ** AXA Equitable - Variable Annuities EQ/LARGE CAP VALUE MANAGED VOLATILITY Registered Investment Companies | — | — | — | $6K | <0.1% | |
| EQ/INTERNATIONAL EQUITY INDEX Registered Investment Companies | — | — | — | $4K | <0.1% |