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Original filing (PDF)20250715160343NAL0003294048001
WEST VIRGINIA UNIVERSITY RESEARCH CORP.
Form 5500
FILING_RECEIVED
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION 403B DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
583
Accounts w/ balance
1,428
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
1 pooled trust
Schedule D
57 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.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST VIRGINIA UNIVERSITY RESEARCH CORP..
Plan sponsor
Name
WEST VIRGINIA UNIVERSITY RESEARCH CORP.
EIN
55-0665758
Address
P.O. BOX 6221 · MORGANTOWN, WV · 265066221
Phone
(304) 293-8704
Industry
Professional & Technical 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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | KANSAS CITY, MO | NONE | $19K | — |
Investments
56 direct securities · 1 pooled fund· $43.3M(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
$42.6M
56 holdings
Pooled Separate Account
$779K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2050 (invested in equity and fixed-income funds) | — | — | — | $4.7M | 10.9% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2045 (invested in equity and fixed-income funds) | — | — | — | $4.6M | 10.5% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2040 (invested in equity and fixed-income funds) | — | — | — | $3.9M | 8.9% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2055 (invested in equity and fixed-income funds) | — | — | — | $3.6M | 8.3% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Traditional Annuity (guaranteed investment contract with guaranteed interest rate, plus possible additional amounts declared by and at the discretion of TIAA Board of Trustees) | — | — | — | $2.8M | 6.4% | |
| College Retirement Equities Fund (CREF) CREF Growth (invested primarily in domestic equity securities) | — | — | — | $2.1M | 4.7% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2035 (invested in equity and fixed-income funds) | — | — | — | $2.0M | 4.7% | |
| College Retirement Equities Fund (CREF) CREF Stock (invested in domestic and foreign equity securities) | — | — | — | $1.8M | 4.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2060 (invested in equity and fixed-income funds) | — | — | — | $1.6M | 3.8% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2030 (invested in equity and fixed-income funds) | — | — | — | $1.5M | 3.5% | |
| College Retirement Equities Fund (CREF) CREF Equity Index (invested in domestic common stocks) | — | — | — | $1.5M | 3.4% | |
| College Retirement Equities Fund (CREF) CREF Global Equities (invested in domestic and foreign equity securities) | — | — | — | $1.4M | 3.2% | |
| College Retirement Equities Fund (CREF) CREF Money Market (invested primarily in “first-tier securities,” such as commercial paper, bank obligations, and U.S. government-issued securities) | — | — | — | $1.2M | 2.7% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2025 (invested in equity and fixed-income funds) | — | — | — | $1.0M | 2.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2020 (invested in equity and fixed-income funds) | — | — | — | $803K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $779K | 1.8% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen S&P 500 Index Fund (invested in domestic equity securities) | — | — | — | $743K | 1.7% | |
| College Retirement Equities Fund (CREF) CREF Social Choice (invested in domestic and foreign equity securities and fixed-income securities) | — | — | — | $611K | 1.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Large-Cap Growth Index Fund (invested in large-cap domestic equity securities and foreign equity securities) | — | — | — | $610K | 1.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Large-Cap Value Index Fund (invested in large-cap domestic equity securities and foreign equity securities) | — | — | — | $542K | 1.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen International Equity Index Fund (invested in foreign equity securities) | — | — | — | $522K | 1.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen TRP Institutional Large Cap Growth Fund (invested in domestic and foreign equity securities) | — | — | — | $478K | 1.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Vanguard Small-Cap Value Index Fund (invested in small-cap domestic equity securities) | — | — | — | $353K | 0.8% | |
| Similar Party Collateral, and Par or Maturity Value * College Retirement Equities Fund (CREF) CREF Bond Market (invested in domestic and foreign bonds and debt-related securities) | — | — | — | $344K | 0.8% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access American Funds Washington Mutual Investors Fund (invested in domestic and foreign equity securities) | — | — | — | $334K | 0.8% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Real Estate Securities Fund (invested in domestic and of companies principally engaged in or related foreign equity securities of the real estate industry) | — | — | — | $312K | 0.7% | |
| College Retirement Equities Fund (CREF) CREF Inflation-Linked Bond (invested in domestic bonds and debt-related securities) | — | — | — | $284K | 0.7% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Large-Cap Growth Fund (invested in large-cap domestic equity securities and foreign equity securities) | — | — | — | $278K | 0.6% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access DFA Emerging Markets Portfolio Fund (Invested primarily in foreign equity securities) | — | — | — | $274K | 0.6% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Vanguard Explorer Fund (invested in domestic and foreign equity securities) | — | — | — | $232K | 0.5% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Small-Cap Equity Fund (invested in small-cap domestic equity securities) | — | — | — | $212K | 0.5% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Large-Cap Value Fund (invested in large-cap domestic equity securities and foreign equity securities) | — | — | — | $205K | 0.5% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Core Equity Fund (invested in domestic and foreign equity securities) | — | — | — | $193K | 0.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Large Cap Responsible Equity Fund (invested in domestic and foreign equity securities) | — | — | — | $178K | 0.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access American Funds EuroPacific Growth Fund (invested primarily in foreign equity securities) | — | — | — | $177K | 0.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Mid-Cap Growth Fund (invested in mid-cap domestic equity securities and foreign equity securities) | — | — | — | $168K | 0.4% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Mid-Cap Value Fund (invested in mid-cap domestic equity securities and foreign equity securities) | — | — | — | $131K | 0.3% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Vanguard Emerging Mkt Stk Index Fund (invested primarily in foreign equity securities and some domestic equity securities) | — | — | — | $119K | 0.3% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Vanguard Selected Value Fund (invested in domestic and foreign equity securities) | — | — | — | $110K | 0.3% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen High-Yield Fund (invested in domestic and foreign bonds and debt-related securities) | — | — | — | $99K | 0.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access WAM Core Plus Bond Fund (invested in domestic and foreign bonds and fixed income securities) | — | — | — | $95K | 0.2% | |
| Participant loans** Bears interest at 4.25% to 9.5%, Maturing through October 2028 | — | — | — | $91K | 0.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Equity Index Fund (invested in domestic equity securities) | — | — | — | $78K | 0.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Money Market Fund (invested primarily in “first-tier securities,” such as commercial paper, bank obligations, and U.S. government-issued securities) | — | — | — | $72K | 0.2% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2010 (invested in equity and fixed-income funds) | — | — | — | $58K | 0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Small-Cap Blend Index Fund (invested in small-cap domestic equity securities) | — | — | — | $57K | 0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Bond Plus Fund (invested in domestic and foreign bonds and fixed-income securities) | — | — | — | $50K | 0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Dodge & Cox International Stock Fund (invested primarily in foreign equity securities and some domestic common stocks) | — | — | — | $37K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Emerging Markets Equity Fund (invested primarily in foreign equity securities and some domestic equity securities) | — | — | — | $30K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Vanguard Intermediate-Term Treasury Fund (invested in domestic and foreign bonds and debt-related securities) | — | — | — | $26K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Bond Index Fund (invested in domestic and foreign bonds and debt-related securities) | — | — | — | $26K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Short-Term Bond (invested in domestic and foreign bonds and debt-related securities) | — | — | — | $16K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen International Equity Fund (invested in foreign equity securities) | — | — | — | $15K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Fund 2015 (invested in equity and fixed-income funds) | — | — | — | $9K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Emerging Markets Equity Index Fund (invested primarily in foreign equity securities and some domestic equity securities) | — | — | — | $4K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Inflation-Linked Bond ((invested in domestic and foreign bonds and debt-related securities) | — | — | — | $2K | <0.1% | |
| Teachers Insurance and Annuity Association (TIAA) TIAA Access Nuveen Lifecycle Retirement Income Fund (invested in domestic and foreign equity securities) | — | — | — | $1K | <0.1% |