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Original filing (PDF)20251008093905NAL0002895443001
ELON UNIVERSITY
Form 5500
FILING_RECEIVED
ELON UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,712
Accounts w/ balance
3,036
Plan assets (EOY)
$324.2M
Net assets (EOY)
$324.2M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELON UNIVERSITY.
Plan sponsor
Name
ELON UNIVERSITY
EIN
56-0532303
Address
314 WEST HAGGARD AVE · CAMPUS BOX 2070 · ELON, NC · 27244
Phone
(336) 260-8858
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $193K | — |
| HIGHLAND CONSULTING | 34-1753575 | — | NONE | $79K | — |
| TRUST COMPANY OF THE SOUTH | 56-1312015 | — | NONE | $31K | — |
| VERITY ASSET MANAGEMENT, INC. | 56-1981693 | — | NONE | $7K | — |
Investments
42 direct securities · 1 pooled fund· $324.2M(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
$310.5M
40 holdings
Pooled Separate Account
$12.6M
1 holding
Mutual Funds
$949K
1 holding
Guaranteed Income / GIC
$97K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Non Benefit Responsive | — | — | — | $44.7M | 13.8% | |
| Vanguard 500 Idx Adm | — | — | — | $36.3M | 11.2% | |
| CREF Equity Index R2 | — | — | — | $21.1M | 6.5% | |
| CREF variable annuity accounts * CREF Stock R2 | — | — | — | $20.2M | 6.2% | |
| Dimensional Fund Advisors DFA US Targeted Val Port Inst | — | — | — | $14.6M | 4.5% | |
| Nuveen Lifecycle 2040 R6 | — | — | — | $14.6M | 4.5% | |
| Vanguard Devlopd Mkts Idx Ins | — | — | — | $14.1M | 4.4% | |
| Nuveen Lifecycle 2045 R6 | — | — | — | $13.4M | 4.1% | |
| TIAA Traditional Annuity Non Benefit Responsive 2 | — | — | — | $13.2M | 4.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.6M | 3.9% | |
| Nuveen Lifecycle 2035 R6 | — | — | — | $12.0M | 3.7% | |
| Nuveen Lifecycle 2050 R6 | — | — | — | $10.5M | 3.2% | |
| American Funds AF EuroPacific Growth R6 | — | — | — | $10.4M | 3.2% | |
| CREF Social Choice R4 | — | — | — | $8.9M | 2.7% | |
| CREF Social Choice R2 | — | — | — | $8.5M | 2.6% | |
| Nuveen Lifecycle 2030 R6 | — | — | — | $7.4M | 2.3% | |
| CREF Growth R2 | — | — | — | $6.2M | 1.9% | |
| Nuveen Lifecycle 2025 R6 | — | — | — | $5.5M | 1.7% | |
| Pacific Investment Management Co. PIMCO Total Return Admin Class | — | — | — | $5.5M | 1.7% | |
| Nuveen Lifecycle 2055 R6 | — | — | — | $5.4M | 1.7% | |
| Lord Abbett Lord Abbett Develop Grw R6 | — | — | — | $5.4M | 1.7% | |
| Nuveen Lifecycle 2020 R6 | — | — | — | $4.0M | 1.2% | |
| CREF Global Equities R2 | — | — | — | $3.7M | 1.1% | |
| Dimensional Fund Advisors DFA Em Markets Val Portf Inst | — | — | — | $3.3M | 1.0% | |
| Nuveen Money Market R6 | — | — | — | $2.5M | 0.8% | |
| CREF Inflation-Linked Bond R4 | — | — | — | $2.3M | 0.7% | |
| CREF Global Equities R4 | — | — | — | $2.2M | 0.7% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $2.2M | 0.7% | |
| CREF Money Market R2 | — | — | — | $1.9M | 0.6% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.9M | 0.6% | |
| Vanguard Extended Mkt Idx Adm | — | — | — | $1.8M | 0.6% | |
| Notes receivable through August 2034) - | — | — | — | $1.3M | 0.4% | |
| CREF Growth R4 | — | — | — | $1.0M | 0.3% | |
| s * Nuveen Lifecycle Ret Inc R6 | Mutual Funds | — | — | $949K | 0.3% | |
| Nuveen Lifecycle 2010 R6 | — | — | — | $823K | 0.3% | |
| CREF Core Bond R4 | — | — | — | $810K | 0.2% | |
| CREF Stock R4 | — | — | — | $781K | 0.2% | |
| Nuveen Lifecycle 2015 R6 | — | — | — | $773K | 0.2% | |
| CREF Core Bond R2 | — | — | — | $738K | 0.2% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $267K | <0.1% | |
| TIAA Plan Loan Default Fund | — | — | — | $225K | <0.1% | |
| CREF Money Market R4 | — | — | — | $222K | <0.1% | |
| s * TIAA Traditional Benefit Responsive 2 | Guaranteed Income / GIC | — | — | $97K | <0.1% |
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