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Original filing (PDF)20250918125008NAL0003187442001
WHEELING UNIVERSITY
Form 5500
FILING_RECEIVED
WHEELING JESUIT UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
25% in single holding
Active participants
140
Accounts w/ balance
599
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Annuity (NFBR)" is 25% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEELING UNIVERSITY.
Plan sponsor
Name
WHEELING UNIVERSITY
EIN
55-0394213
Address
316 WASHINGTON AVE · WHEELING, WV · 26003
Phone
(304) 243-8161
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
2025-09-18
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | PITTSBURGH, PA | ADVISOR | $34K | — |
Investments
39 direct securities · 1 pooled fund· $43.4M(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
$42.9M
39 holdings
Pooled Separate Account
$441K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity (NFBR) | — | — | — | $10.9M | 25.2% | |
| CREF Stock Account | — | — | — | $8.1M | 18.6% | |
| CREF Growth Account | — | — | — | $4.4M | 10.1% | |
| Nuveen Lifecycle Index 2035-Retirement | — | — | — | $2.2M | 5.1% | |
| Nuveen Lifecycle Index 2025-Retirement | — | — | — | $1.7M | 4.0% | |
| CREF Equity Index Account | — | — | — | $1.5M | 3.3% | |
| Schwab S&P 500 Index | — | — | — | $1.3M | 3.1% | |
| Nuveen Lifecycle Index 2040-Retirement | — | — | — | $1.3M | 2.9% | |
| CREF Global Equities Account | — | — | — | $1.2M | 2.8% | |
| Nuveen Lifecycle Index 2030-Retirement | — | — | — | $911K | 2.1% | |
| TIAA Traditional Annuity (FBR) | — | — | — | $885K | 2.0% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $769K | 1.8% | |
| TIAA Stable Value (FBR) | — | — | — | $749K | 1.7% | |
| MFS International Equity Fund R6 | — | — | — | $736K | 1.7% | |
| CREF Social Choice Account | — | — | — | $663K | 1.5% | |
| Nuveen Lifecycle Index 2045-Retirement | — | — | — | $629K | 1.5% | |
| Nuveen Lifecycle Index 2050-Retirement | — | — | — | $573K | 1.3% | |
| Nuveen Lifecycle Index 2020-Retirement | — | — | — | $535K | 1.2% | |
| CREF Money Market Account | — | — | — | $490K | 1.1% | |
| American Funds Balanced Fund R6 | — | — | — | $458K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $441K | 1.0% | |
| CREF Core Bond Account | — | — | — | $407K | 0.9% | |
| Pioneer Bond Fund Class Y | — | — | — | $391K | 0.9% | |
| Virtus Small Cap Instl | — | — | — | $277K | 0.6% | |
| MFS Mid-Cap Value Fund R4 | — | — | — | $257K | 0.6% | |
| Nuveen Lifecycle Index 2055-Retirement | — | — | — | $233K | 0.5% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $203K | 0.5% | |
| CREF Inflation-Linked Bond Account | — | — | — | $191K | 0.4% | |
| Nuveen Quant Small Cap Equity-Retirement 420 * Nuveen Lifecycle Index 2010-Retirement | — | — | — | $177K | 0.4% | |
| MFS Value Fund R4 | — | — | — | $173K | 0.4% | |
| Nuveen Lifecycle Index 2015-Retirement | — | — | — | $144K | 0.3% | |
| The Hartford Strategic Income R5 | — | — | — | $128K | 0.3% | |
| Nuveen Mid-Cap Value-Retirement 106 * Nuveen Money Market-Retirement | — | — | — | $127K | 0.3% | |
| MFS Global Real Estate - R3 | — | — | — | $93K | 0.2% | |
| JP Morgan Mid-Cap Growth Select | — | — | — | $63K | 0.1% | |
| American Funds New World Fund R6 | — | — | — | $49K | 0.1% | |
| Nuveen Lifecycle Index 2060-Retirement | — | — | — | $47K | 0.1% | |
| Participant loans 4.25% to 9.50% - | — | — | — | $41K | <0.1% | |
| Nuveen Lifecycle Index 2065-Retirement | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income-Retirement | — | — | — | $3K | <0.1% |