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Original filing (PDF)20251021085505NAL0003069842001
HAMPTON UNIVERSITY
Form 5500
FILING_RECEIVED
HAMPTON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
536
Accounts w/ balance
2,280
Plan assets (EOY)
$132.7M
Net assets (EOY)
$132.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA * TIAA Traditional Annuity —" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMPTON UNIVERSITY.
Plan sponsor
Name
HAMPTON UNIVERSITY
EIN
54-0505990
Address
200 WILLIAM R HARVEY WAY · HAMPTON, VA · 236680000
Phone
(757) 727-5213
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
2025-10-21
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $132.7M(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
$129.8M
28 holdings
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA * TIAA Traditional Annuity — | — | — | — | $37.3M | 28.1% | |
| CREF * CREF Stock | — | — | $30K | $27.4M | 20.6% | |
| CREF * CREF Growth | — | — | $23K | $12.3M | 9.2% | |
| CREF * CREF Equity Index | — | — | $18K | $9.0M | 6.8% | |
| CREF * CREF Global Equities | — | — | $24K | $8.2M | 6.2% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2030-Retirement | — | — | $267K | $4.0M | 3.0% | |
| CREF * CREF Bond Market | — | — | $26K | $3.4M | 2.6% | |
| CREF * CREF Money Market | — | — | $98K | $2.9M | 2.2% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $6K | $2.9M | 2.2% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2035-Retirement | — | — | $176K | $2.9M | 2.2% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2040-Retirement | — | — | $133K | $2.3M | 1.7% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2025-Retirement | — | — | $162K | $2.3M | 1.7% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2045-Retirement | — | — | $148K | $2.1M | 1.6% | |
| TIAA-CREF * TIAA-CREF Large-Cap Value-Retirement | — | — | $91K | $2.0M | 1.5% | |
| TIAA-CREF * TIAA-CREF International Equity-Retirement | — | — | $145K | $2.0M | 1.5% | |
| CREF * CREF Social Choice | — | — | $5K | $1.9M | 1.4% | |
| CREF * CREF Inflation-Linked Bond | — | — | $20K | $1.7M | 1.2% | |
| TIAA-CREF * TIAA-CREF Small-Cap Equity-Retirement | — | — | $87K | $1.5M | 1.1% | |
| TIAA-CREF * TIAA-CREF Growth & Income-Retirement | — | — | $89K | $1.4M | 1.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2050-Retirement | — | — | $86K | $1.2M | 0.9% | |
| TIAA-CREF * TIAA-CREF Mid-Cap Value-Retirement | — | — | $60K | $1.0M | 0.8% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2020-Retirement | — | — | $61K | $806K | 0.6% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2055-Retirement | — | — | $41K | $712K | 0.5% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2010-Retirement | — | — | $41K | $527K | 0.4% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2015-Retirement | — | — | $35K | $434K | 0.3% | |
| TIAA-CREF * TIAA-CREF Mid-Cap Growth-Retirement | — | — | $19K | $378K | 0.3% | |
| TIAA-CREF * TIAA-CREF Lifecycle Rtmt Inc-Retirement | — | — | $8K | $90K | <0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2060-Retirement | — | — | $5K | $81K | <0.1% | |
| TIAA-CREF * TIAA-CREF Lifecycle 2065-Retirement 368 | — | — | — | $5K | <0.1% |
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