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Original filing (PDF)20250501100133NAL0002164195001
SHAW UNIVERSITY
Form 5500
FILING_RECEIVED
SHAW UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
Late filing · 5.5 moNo recordkeeper disclosed
Active participants
201
Accounts w/ balance
310
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
78
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 5.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAW UNIVERSITY.
Plan sponsor
Name
SHAW UNIVERSITY
EIN
56-0530235
Address
118 EAST SOUTH STREET · RALEIGH, NC · 276012341
Phone
(919) 546-8300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-01
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMINISTRATOR | $500 | — |
Investments
1 pooled fund· $411K(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $411K | 2.9% |
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