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Original filing (PDF)20250501154649NAL0003419969001
HOWARD UNIVERSITY
Form 5500
FILING_RECEIVED
HOWARD UNIVERSITY EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
847
Accounts w/ balance
—
Plan assets (EOY)
$668.8M
Net assets (EOY)
$567.4M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 298% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOWARD UNIVERSITY.
Plan sponsor
Name
HOWARD UNIVERSITY
EIN
53-0204707
Address
2244 10TH STREET, N.W., SUITE 407 · WASHINGTON, DC · 20059
Phone
(202) 806-1280
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-05-01
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $526K | — |
| CAMBRIDGE AND ASSOCIATES | 04-3515240 | — | NONE | $236K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $217K | — |
| PUGH CAPITAL | 91-1522082 | — | NONE | $177K | — |
| SILCHESTER | 45-3056700 | — | NONE | $174K | — |
| FRANKLIN PARK | 01-0769560 | — | NONE | $163K | — |
| PARAMETRIC | 20-0292745 | — | NONE | $95K | — |
| TIMES SQUARE CAPITAL MANAGEMENT | 20-1665304 | — | NONE | $8K | — |
Investments
2 pooled funds· $31.6M(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ARES GLOBAL MULTI-ASSET CREDIT FUND ARES MANAGEMENT · EIN 87-1725630 / PN 000 | Common Collective Trust | $18.6M | 2.8% |
| SILCHESTER INTERNATIONAL INVESTORS STATE STREET BANK AND TRUST CO · EIN 36-7015759 / PN 001 | Common Collective Trust | $13.0M | 1.9% |