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Original filing (PDF)20251013123709NAL0002894818001
CAMPBELL UNIVERSITY
Form 5500
FILING_RECEIVED
CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,862
Accounts w/ balance
1,905
Plan assets (EOY)
$198.8M
Net assets (EOY)
$198.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 53% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMPBELL UNIVERSITY.
Plan sponsor
Name
CAMPBELL UNIVERSITY
EIN
56-0529940
Address
P. O. BOX 595 · BUIES CREEK, NC · 27506
Phone
(910) 893-1255
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L. L. P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | NONE | $212K | — |
| TIAA | 13-1624203 | — | NONE | $75K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $19K | — |
Investments
32 direct securities · 1 pooled fund· $198.8M(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
$196.3M
32 holdings
Pooled Separate Account
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Annuity | — | — | — | $26.3M | 13.2% | |
| Vanguard Total Stock Market Index Fund - Inst | — | — | — | $23.9M | 12.0% | |
| CREF Stock Fund R2 | — | — | — | $18.0M | 9.1% | |
| Vanguard Total International Stock Market Index Fund - Inst | — | — | — | $12.7M | 6.4% | |
| TIAA Traditional Benefit-Responsive Annuity | — | — | — | $11.7M | 5.9% | |
| Vanguard Total Bond Market Index Fund - Inst | — | — | — | $10.6M | 5.3% | |
| Baird Core Plus Bond Fund – Inst | — | — | — | $10.0M | 5.0% | |
| CREF Growth Fund R2 | — | — | — | $9.9M | 5.0% | |
| Vanguard Equity Income Fund - Adm | — | — | — | $9.3M | 4.7% | |
| MFS Growth Fund R6 | — | — | — | $8.5M | 4.3% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $8.4M | 4.2% | |
| CREF Global Equities Fund R2 | — | — | — | $5.9M | 3.0% | |
| Cohen & Steers Real Estate Securities Fund Z | — | — | — | $5.8M | 2.9% | |
| CREF Equity Index Fund R2 | — | — | — | $5.2M | 2.6% | |
| MFS Mid-Cap Growth Fund R6 | — | — | — | $4.7M | 2.3% | |
| American Century Mid Cap Value Fund R6 | — | — | — | $3.9M | 2.0% | |
| Wasatch Core Growth Fund - Inst | — | — | — | $3.5M | 1.8% | |
| MFS New Discovery Value Fund R6 | — | — | — | $2.7M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 1.2% | |
| CREF Growth Fund R4 | — | — | — | $2.3M | 1.1% | |
| CREF Core Bond Fund R2 | — | — | — | $2.1M | 1.1% | |
| Vanguard Treasury Money Market Fund Inv. | — | — | — | $1.9M | 1.0% | |
| CREF Social Choice Fund R2 | — | — | — | $1.8M | 0.9% | |
| CREF Inflation-Linked Bond Fund R2 | — | — | — | $1.4M | 0.7% | |
| CREF Money Market Fund R2 | — | — | — | $1.3M | 0.6% | |
| CREF Stock Fund R4 | — | — | — | $1.2M | 0.6% | |
| CREF Social Choice Fund R4 | — | — | — | $962K | 0.5% | |
| Participant Loans Various maturities, interest rates range 4.25% - 9.50% - | — | — | — | $904K | 0.5% | |
| CREF Inflation-Linked Bond Fund R4 | — | — | — | $809K | 0.4% | |
| Delaware Emerging Markets Fund – Inst | — | — | — | $609K | 0.3% | |
| Hartford World Bond Fund R6 | — | — | — | $80K | <0.1% | |
| Nuveen Lifecycle 2035 Fund R6 | — | — | — | $47K | <0.1% | |
| Nuveen Lifecycle 2030 Fund R6 | — | — | — | $17K | <0.1% |
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