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Original filing (PDF)20251016121342NAL0012672098001
HOWARD UNIVERSITY
Form 5500
FILING_RECEIVED
HOWARD UNIVERSITY SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,688
Accounts w/ balance
10,167
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
69 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.
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 422 · HOWARD U SERVICE CENTER · WASHINGTON, DC · 20059
Phone
(202) 806-1280
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC | 74-1625348 | — | INVESTMENT MANAGER | $55K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMINISTRATOR | $572K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | CONTRACT ADMINISTRATOR | $1K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ISLER DARE P.C. | 54-1844836 | — | ATTORNEY | $31K | — |
Investments
68 direct securities · 1 pooled fund· $1.2B(98% 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
$1.2B
68 holdings
Pooled Separate Account
$14.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity (NFBR) | — | — | — | $160.8M | 13.4% | |
| Lincoln Financial Group LVIP T. Rowe Price Structured Mid-Cap Growth Fund 404 * Lincoln Financial Group MFS Utilities 579 * Lincoln Financial Group PIMCO Vit Total Return Portfolio 12 * CREF Stock R2 | — | — | — | $141.0M | 11.8% | |
| TIAA Traditional Annuity (FBR) | — | — | — | $78.5M | 6.5% | |
| Vanguard Inst Idx Inst | — | — | — | $66.3M | 5.5% | |
| VALIC Fixed Account Plus | — | — | — | $65.0M | 5.4% | |
| Vanguard Target Retire 2040 | — | — | — | $35.2M | 2.9% | |
| Vanguard Target Retire 2030 | — | — | — | $35.1M | 2.9% | |
| CREF Growth R2 | — | — | — | $34.5M | 2.9% | |
| Vanguard Target Retire 2035 | — | — | — | $34.4M | 2.9% | |
| Vanguard Target Retire 2045 | — | — | — | $30.5M | 2.5% | |
| Vanguard Target Retire 2025 | — | — | — | $27.3M | 2.3% | |
| Vanguard Cash Rsv Fed MMkt Adm | — | — | — | $24.4M | 2.0% | |
| Vanguard Target Retire 2050 | — | — | — | $24.3M | 2.0% | |
| Vanguard Growth Index Inst | — | — | — | $23.0M | 1.9% | |
| Vanguard Extended Mkt Idx Adm | — | — | — | $20.5M | 1.7% | |
| Vanguard Devloped Mkts Idx Adm | — | — | — | $18.8M | 1.6% | |
| Vanguard Target Retire 2020 | — | — | — | $18.7M | 1.6% | |
| VALIC Small-Cap Special Value Fund 362 * VALIC Small-Cap Value Fund 753 * VALIC Stock Index Fund | — | — | — | $18.3M | 1.5% | |
| Diamond Hill Large Cap Fund Y | — | — | — | $17.3M | 1.4% | |
| Vanguard Target Retire 2070 79 Vanguard Target Retire Income | — | — | — | $17.3M | 1.4% | |
| CREF Money Market R2 | — | — | — | $16.7M | 1.4% | |
| CREF Global Equities R2 | — | — | — | $16.3M | 1.4% | |
| CREF Equity Index R2 | — | — | — | $15.8M | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.5M | 1.2% | |
| VALIC Short-Term Fixed Account | — | — | — | $13.9M | 1.2% | |
| MFS Instl International Equity | — | — | — | $12.9M | 1.1% | |
| Dimensional US Targeted Val Port Inst | — | — | — | $12.0M | 1.0% | |
| Vanguard Target Retire 2055 | — | — | — | $10.4M | 0.9% | |
| CREF Social Choice R2 | — | — | — | $10.2M | 0.8% | |
| Baird Core Plus Bond Fund Inst | — | — | — | $10.1M | 0.8% | |
| CREF Social Choice R4 | — | — | — | $9.4M | 0.8% | |
| CREF Core Bond R2 | — | — | — | $8.7M | 0.7% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $8.3M | 0.7% | |
| VALIC Moderate Growth Lifestyle Fund 39 * VALIC NASDAQ-100(R) Index Fund 537 * VALIC Science & Technology Fund | — | — | — | $8.2M | 0.7% | |
| VALIC Mid-Cap Index Fund | — | — | — | $7.8M | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $7.7M | 0.6% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $6.9M | 0.6% | |
| Vanguard FTSE Social Index Adm | — | — | — | $6.6M | 0.5% | |
| William Blair Small-Mid Cap Growth Fund I | — | — | — | $5.8M | 0.5% | |
| American Century High Income Fund R6 | — | — | — | $5.4M | 0.4% | |
| Vanguard Target Retire 2060 | — | — | — | $5.1M | 0.4% | |
| Dimensional Inflation Prot Sec Port Inst | — | — | — | $5.1M | 0.4% | |
| Vanguard Real Estate Idx Adm | — | — | — | $4.9M | 0.4% | |
| VALIC Global Strategy Fund 259 * VALIC Government Securities Fund 209 * VALIC Growth Fund | — | — | — | $4.4M | 0.4% | |
| Lincoln Financial Group Fixed Account | — | — | — | $4.3M | 0.4% | |
| VALIC Vanguard Windsor II Fund | — | — | — | $4.1M | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $4.0M | 0.3% | |
| VALIC Mid-Cap Strategic Growth Fund | — | — | — | $3.4M | 0.3% | |
| VALIC Vanguard Lifestrategy Conservative Fund 43 * VALIC Vanguard Lifestrategy Growth Fund 82 * VALIC Vanguard Long-Term Treasury Fund 287 * VALIC Vanguard LT Inv-Grade Fund 345 * VALIC Vanguard Wellington Fund, Inc. | — | — | — | $3.3M | 0.3% | |
| TIAA-CREF Self Directed Account | — | — | — | $2.6M | 0.2% | |
| VALIC Small-Cap Index Fund | — | — | — | $2.6M | 0.2% | |
| Lincoln Financial Group AllianceBernstein VPS Sustain Global Thematic Port 194 * Lincoln Financial Group American Funds Global Growth Fund 375 * Lincoln Financial Group American Funds Growth Fund | — | — | — | $2.6M | 0.2% | |
| VALIC Systematic Core Fund | — | — | — | $2.5M | 0.2% | |
| VALIC Systematic Growth Fund | — | — | — | $2.0M | 0.2% | |
| VALIC Ariel Fund | — | — | — | $1.9M | 0.2% | |
| Vanguard Ttl Intl Bnd Idx Adm | — | — | — | $1.8M | 0.2% | |
| VALIC International Equities Index Fund | — | — | — | $1.7M | 0.1% | |
| VALIC Systematic Value 727 * VALIC US Socially Responsible Fund | — | — | — | $1.7M | 0.1% | |
| GQG Partners Emerg Mrkt Eqt R6 | — | — | — | $1.6M | 0.1% | |
| VALIC Mid-Cap Value Fund | — | — | — | $1.5M | 0.1% | |
| VALIC GS Vit Gov Money Mkt Fd Inst 706 * VALIC High Yield Bond Fund 397 * VALIC Inflation Protected Fund 465 * VALIC International Government Bond Fund 245 * VALIC International Growth Fund 677 * VALIC International Value Fund | — | — | — | $1.4M | 0.1% | |
| Lincoln Financial Group Fidelity VIP Contrafund 283 * Lincoln Financial Group Fidelity VIP Growth | — | — | — | $1.4M | 0.1% | |
| VALIC Aggressive Growth Lifestyle Fund 80 * VALIC American Bea Man Large Cap Growth Inv Cl 320 * VALIC Ariel Appreciation Fund | — | — | — | $1.3M | 0.1% | |
| VALIC Small-Cap Growth Fund | — | — | — | $1.3M | 0.1% | |
| Vanguard Target Retire 2065 | — | — | — | $1.3M | 0.1% | |
| Lincoln Financial Group LVIP Macquarie Bond Fund 90 * Lincoln Financial Group LVIP Macquarie Diversified Income Fund 108 * Lincoln Financial Group LVIP Macquarie High Yield Fund 30 * Lincoln Financial Group LVIP Macquarie Mid Cap Value Fund | — | — | — | $1.2M | <0.1% | |
| VALIC Asset Allocation Fund 534 * VALIC Core Bond Fund | — | — | — | $1.1M | <0.1% | |
| VALIC Dividend Value fund 455 * VALIC Emerging Economies Fund | — | — | — | $1.1M | <0.1% | |
| VALIC International Opportunities Fund 911 * VALIC International Socially Responsible Fund 853 * VALIC Large Capital Growth Fund | — | — | — | $1.0M | <0.1% |
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