How big is Old Dominion University Research Foundation's plan?

Old Dominion University Research Foundation's plan reported $27.8M in assets and 871 participants for 2024.

Original filing (PDF)20260223063547NAL0001098800001

Old Dominion University Research Foundation

Name: Old Dominion University Research Foundation — Form 5500 Plan 001 (2024)
Creator: Old Dominion University Research Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Old Dominion University Research Foundation Tax-Sheltered Retirement Plan

403(b) retirement plan · Old Dominion University Research Foundation's Old Dominion University Research Foundation Tax-Sheltered Retirement Plan held $27.8M in plan assets for 871 participants in 2024, with Principal as recordkeeper.

Signals · 2

12% employer stock6 service providers

Active participants

871

Accounts w/ balance

407

Plan assets (EOY)

$27.8M

Net assets (EOY)

$27.8M

Plan identifiers

Old Dominion University Research Foundation's EIN is 54-6068198.

EIN 54-6068198

Plan number 001

Plan year 2024

ACK ID 20260223063547NAL0001098800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Dominion University Research Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Dominion University Research Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD DOMINION UNIVERSITY RESEARCH FOUNDATION.

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How this plan invests

This plan

95 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

OLD DOMINION UNIVERSITY RESEARCH FOUNDATION

EIN

all filings

Address

P.O. BOX 6369 · NORFOLK, VA · 235080369

Phone

(757) 683-4293

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-23

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PBMARES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$126K	—
AXA EQUITABLE LIFE INSURANCE CO	13-5570651	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation

Investments

95 direct securities· $27.8M(100% of reported assets)

Other securities

$16.1M

31 holdings

Mutual Funds

$6.7M

32 holdings

Common Stocks

$3.2M

24 holdings

Common Collective Trusts

$1.5M

7 holdings

Bonds / Notes

$227K

1 holding

					% of plan
Principal Funds Principal Lifetime 2030 R3	Other securities	—	—	$3.0M	10.7%
Principal Funds Principal Lifetime 2050 R3	Other securities	—	—	$1.5M	5.5%
Principal Funds Principal Lifetime 2040 R3	Other securities	—	—	$1.4M	5.1%
Principal Funds Principal Lifetime 2035 R3	Other securities	—	—	$1.3M	4.5%
Principal Funds Fixed Income Guaranteed Opt	Other securities	—	—	$1.2M	4.4%
Principal Funds Principal Lifetime 2045 R3	Other securities	—	—	$1.1M	4.1%
Lincoln National Life Ins Co	Common Stocks	—	—	$955K	3.4%
Principal Funds Principal Lifetime 2025 R3	Other securities	—	—	$902K	3.2%
Principal Funds Principal Lifetime 2055 R3	Other securities	—	—	$887K	3.2%
Principal Funds Principal Largecap S&P 500 Index	Common Collective Trusts	—	—	$876K	3.2%
Lincoln Nat Life Ins Co LVIP Dimensional U.S. Core Equ	Mutual Funds	—	—	$855K	3.1%
TIAA Investments Traditional Benefit Responsive	Mutual Funds	—	—	$844K	3.0%
Principal Funds Principal Invest Fnd Inc - Strat	Common Stocks	—	—	$817K	2.9%
CREF Stock R1	Mutual Funds	—	—	$817K	2.9%
Vanguard US Growth	Mutual Funds	—	—	$790K	2.8%
Principal Funds Principal Lifetime 2020 R3	Other securities	—	—	$772K	2.8%
Principal Funds Principal SAM Conserv Bal	Other securities	—	—	$724K	2.6%
CREF Growth R1	Mutual Funds	—	—	$626K	2.3%
AXA Equitable AXA Guaranteed Interest Account	Other securities	—	—	$516K	1.9%
Principal Funds Principal Lifetime 2060 R3	Other securities	—	—	$456K	1.6%
Principal Funds Principal Lifetime 2015 R3	Other securities	—	—	$416K	1.5%
Principal Funds Principal SAM Balanced	Other securities	—	—	$371K	1.3%
CREF Equity Index R1	Common Collective Trusts	—	—	$342K	1.2%
Principal Funds Principal Lifetime 2065 R3	Other securities	—	—	$296K	1.1%
Pimco Income Fund	Mutual Funds	—	—	$283K	1.0%
Principal Funds Principal Lifetime 2070 R3 101 * Principal Funds Principal Lifetime Strat Inc	Common Stocks	—	—	$278K	1.0%
Blackrock High Yield Bond Portfolio	Other securities	—	—	$241K	0.9%
Fidelity VIP Growth	Mutual Funds	—	—	$230K	0.8%
Participants 8.25% - 9.50% maturing through 2035	Bonds / Notes	—	—	$227K	0.8%
American Funds American Funds Growth	Mutual Funds	—	—	$225K	0.8%
CREF Global Equities R1	Mutual Funds	—	—	$220K	0.8%
Lincoln Nat Life Ins Co LVIP Macquarie Social Awareness	Common Stocks	—	—	$213K	0.8%
American Funds New Perspective R6	Mutual Funds	—	—	$192K	0.7%
MFS Value R6 Fund	Mutual Funds	—	—	$182K	0.7%
MetLife, Inc MetLife Stock Index Portfolio	Common Stocks	—	—	$180K	0.6%
CREF Money Market R1	Mutual Funds	—	—	$177K	0.6%
Vanguard Inflation-Protected Secs Admiral 375 Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$174K	0.6%
TIAA Investments Traditional Non-Benefit Responsive	Mutual Funds	—	—	$163K	0.6%
TIAA Investments TIAA Real Estate Account	Mutual Funds	—	—	$161K	0.6%
Fidelity VIP Contrafund	Mutual Funds	—	—	$154K	0.6%
AQR Funds AQR Large Cap Def Style I	Other securities	—	—	$146K	0.5%
Principal Funds Principal Smallcap S&P 600 Index	Other securities	—	—	$128K	0.5%
Valic Small Cap Value 24 * Valic Stock Index Fund	Common Collective Trusts	—	—	$117K	0.4%
Principal Funds Principal Midcap S&P 400 Index	Other securities	—	—	$112K	0.4%
Valic Short Term Fixed Account	Other securities	—	—	$109K	0.4%
Principal Funds Principal SAM Strat Growth	Other securities	—	—	$103K	0.4%
JPMorgan Morgan Stanley Discovery Portfolio	Other securities	—	—	$102K	0.4%
AXA Equitable Multimanager Aggressive Equity Total	Other securities	—	—	$90K	0.3%
Valic Fixed Account Plus	Other securities	—	—	$89K	0.3%
MetLife, Inc Fixed Interest Account	Common Stocks	—	—	$89K	0.3%