Original filing (PDF)20251015083535NAL0004354897001

CHOWAN UNIVERSITY

Name: CHOWAN UNIVERSITY — RETIREMENT PLAN FOR CHOWAN UNIVERSITY, Form 5500 (2024)
Creator: CHOWAN UNIVERSITY

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR CHOWAN UNIVERSITY

403(b) retirement plan

Active participants

141

Accounts w/ balance

464

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

How this plan invests

This plan

1 pooled trust

Schedule D

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOWAN UNIVERSITY.

Plan sponsor

Name

CHOWAN UNIVERSITY

EIN

56-0554199

Address

1 UNIVERSITY PLACE · MURFREESBORO, NC · 27855

Phone

(252) 398-6500

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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PBMARES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$64K	—

Investments

58 direct securities · 1 pooled fund· $24.2M(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

$23.7M

58 holdings

Pooled Separate Account

$497K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
CREF	—	—	—	$3.0M	12.5%
TIAA	—	—	—	$2.4M	9.9%
T. Rowe Price	—	—	—	$2.3M	9.4%
CREF	—	—	—	$1.2M	5.1%
T. Rowe Price	—	—	—	$1.1M	4.5%
CREF	—	—	—	$898K	3.7%
T. Rowe Price	—	—	—	$898K	3.7%
T. Rowe Price	—	—	—	$894K	3.7%
T. Rowe Price	—	—	—	$821K	3.4%
CREF	—	—	—	$722K	3.0%
T. Rowe Price	—	—	—	$685K	2.8%
CREF	—	—	—	$656K	2.7%
T. Rowe Price	—	—	—	$631K	2.6%
T. Rowe Price	—	—	—	$596K	2.5%
T. Rowe Price	—	—	—	$594K	2.4%
T. Rowe Price	—	—	—	$529K	2.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$497K	2.0%
TIAA	—	—	—	$440K	1.8%
American Funds	—	—	—	$357K	1.5%
Vanguard	—	—	—	$341K	1.4%
TIAA	—	—	—	$292K	1.2%
Vanguard	—	—	—	$278K	1.1%
CREF	—	—	—	$273K	1.1%
TIAA	—	—	—	$260K	1.1%
GuideStone	—	—	—	$248K	1.0%
CREF	—	—	—	$238K	1.0%
American Funds	—	—	—	$233K	1.0%
CREF	—	—	—	$224K	0.9%
Vanguard	—	—	—	$217K	0.9%
TIAA	—	—	—	$204K	0.8%
CREF	—	—	—	$195K	0.8%
TIAA	—	—	—	$190K	0.8%
American Funds	—	—	—	$169K	0.7%
CREF	—	—	—	$162K	0.7%
T. Rowe Price	—	—	—	$154K	0.6%
MFS	—	—	—	$150K	0.6%
Vanguard	—	—	—	$145K	0.6%
TIAA	—	—	—	$134K	0.6%
Participants	—	—	—	$95K	0.4%
Dodge & Cox	—	—	—	$91K	0.4%
CREF	—	—	—	$90K	0.4%
TIAA	—	—	—	$85K	0.4%
Vanguard	—	—	—	$78K	0.3%
TIAA	—	—	—	$74K	0.3%
JP Morgan	—	—	—	$74K	0.3%
American Beacon	—	—	—	$65K	0.3%
BlackRock	—	—	—	$52K	0.2%
GuideStone	—	—	—	$34K	0.1%
TIAA	—	—	—	$31K	0.1%
TIAA	—	—	—	$28K	0.1%
Alliance Bernstein	—	—	—	$19K	<0.1%
GuideStone	—	—	—	$14K	<0.1%
TIAA	—	—	—	$10K	<0.1%
TIAA	—	—	—	$10K	<0.1%
TIAA	—	—	—	$7K	<0.1%
TIAA	—	—	—	$6K	<0.1%
Delaware	—	—	—	$5K	<0.1%
TIAA	—	—	—	$3K	<0.1%
TIAA	—	—	—	$2K	<0.1%