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Original filing (PDF)20251003143155NAL0001513121001
FURMAN UNIVERSITY
Form 5500
FILING_RECEIVED
FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,343
Accounts w/ balance
1,707
Plan assets (EOY)
$346.8M
Net assets (EOY)
$346.8M
How this plan invests
This plan
1 pooled trust
Schedule D
85 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 FURMAN UNIVERSITY.
Plan sponsor
Name
FURMAN UNIVERSITY
EIN
57-0314395
Address
3300 POINSETT HWY · GREENVILLE, SC · 296130002
Phone
(864) 294-3730
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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISORY | $77K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $196K | — |
| NIXON PEABODY LLP | 16-0764720 | ROCHESTER, NY | NONE | $50K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $7K | — |
Investments
84 direct securities · 1 pooled fund· $346.8M(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
$337.2M
84 holdings
Pooled Separate Account
$9.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $54.6M | 15.8% | |
| TIAA CREF Stock R2 | — | — | — | $49.5M | 14.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $26.6M | 7.7% | |
| Vanguard Inst Idx Inst | — | — | — | $23.9M | 6.9% | |
| TIAA CREF Social Choice R2 | — | — | — | $16.0M | 4.6% | |
| Vanguard Target Reture 2040 | — | — | — | $15.1M | 4.3% | |
| Vanguard Target Reture 2045 | — | — | — | $10.7M | 3.1% | |
| Vanguard Target Reture 2035 | — | — | — | $10.3M | 3.0% | |
| Vanguard Ttl Intl Stk Idx Inst ZP | — | — | — | $9.6M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.6M | 2.8% | |
| MFS Value fund class R6 | — | — | — | $9.0M | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $8.9M | 2.6% | |
| Vanguard Extended Mkt Idx Inst PB | — | — | — | $8.8M | 2.5% | |
| JP Morgan Large Cap Growth R5 | — | — | — | $8.6M | 2.5% | |
| John Hancock Discip V Md Cp R6 | — | — | — | $7.9M | 2.3% | |
| TIAA CREF Growth R2 | — | — | — | $7.6M | 2.2% | |
| Vanguard Target Reture 2030 | — | — | — | $6.5M | 1.9% | |
| MFS Intl Intrinsic Value R6 | — | — | — | $5.9M | 1.7% | |
| Vanguard Target Reture 2050 | — | — | — | $5.6M | 1.6% | |
| American Europac Growth R6 | — | — | — | $5.4M | 1.5% | |
| Vanguard Target Reture 2025 | — | — | — | $4.3M | 1.2% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $4.0M | 1.1% | |
| PGIM Total Return Bond R6 | — | — | — | $3.9M | 1.1% | |
| TIAA CREF Equity Index R2 | — | — | — | $3.7M | 1.1% | |
| Vanguard Small-Cap Val Inx Adm | — | — | — | $3.6M | 1.0% | |
| TIAA CREF Global Equities R2 | — | — | — | $3.3M | 0.9% | |
| TIAA and CREF TIAA-CREF Self Directed Acct | — | — | — | $2.9M | 0.8% | |
| Vanguard Target Reture 2055 | — | — | — | $2.2M | 0.6% | |
| Loomis Sayles Sm Cap Growth N | — | — | — | $1.7M | 0.5% | |
| Vanguard Target Reture 2020 | — | — | — | $1.6M | 0.5% | |
| Mass Mutual Selmidcapgr Eq II I | — | — | — | $1.6M | 0.5% | |
| Vanguard Target Retire Income | — | — | — | $1.6M | 0.5% | |
| TIAA Money Market R2 | — | — | — | $1.4M | 0.4% | |
| Fidelity Contrafund | — | — | — | $1.1M | 0.3% | |
| TIAA CREF Bond Market R2 | — | — | — | $1.0M | 0.3% | |
| Vanguard Target Reture 2060 | — | — | — | $792K | 0.2% | |
| Fidelity 500 Index | — | — | — | $707K | 0.2% | |
| Fidelity Growth Company | — | — | — | $663K | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $632K | 0.2% | |
| Fidelity Brokerage Link Acct | — | — | — | $475K | 0.1% | |
| Fidelity Gov Cash Reserve | — | — | — | $445K | 0.1% | |
| Fidelity Freedom 2040 K | — | — | — | $430K | 0.1% | |
| Vanguard Target Reture 2065 | — | — | — | $411K | 0.1% | |
| Fidelity and TIAA MFS Value R6 | — | — | — | $349K | 0.1% | |
| VALIC Stock Index Fund | — | — | — | $292K | <0.1% | |
| VALIC Growth Fund | — | — | — | $252K | <0.1% | |
| Fidelity Intl Index | — | — | — | $228K | <0.1% | |
| VALIC Large Capital Growth | — | — | — | $213K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R2 | — | — | — | $211K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $194K | <0.1% | |
| Vanguard Ftse Social Index Adm | — | — | — | $193K | <0.1% | |
| Fidelity JH Dscpl Val Mdcp R2 | — | — | — | $174K | <0.1% | |
| VALIC Wellington Fund Inc | — | — | — | $157K | <0.1% | |
| Fidelity Freedom 2025 K | — | — | — | $152K | <0.1% | |
| VALIC Lifestrategy Modera | — | — | — | $143K | <0.1% | |
| VALIC Windsor Ii | — | — | — | $142K | <0.1% | |
| Fidelity Fid St Tr Bd Idx | — | — | — | $142K | <0.1% | |
| Fidelity Small Cap Value | — | — | — | $139K | <0.1% | |
| VALIC Science & Technology Fund | — | — | — | $130K | <0.1% | |
| Fidelity Total Bond | — | — | — | $130K | <0.1% | |
| Fidelity Freedom 2020 K | — | — | — | $125K | <0.1% | |
| Fidelity Freedom 2030 K | — | — | — | $122K | <0.1% | |
| VALIC Systematic Core fund | — | — | — | $86K | <0.1% | |
| Fidelity Small Cap Growth | — | — | — | $80K | <0.1% | |
| Fidelity Real Estate Invs | — | — | — | $74K | <0.1% | |
| Fidelity Total Mkt Idx | — | — | — | $74K | <0.1% | |
| TIAA Plan Loan Default Fund | — | — | — | $67K | <0.1% | |
| VALIC Fixed Account Plus | — | — | — | $66K | <0.1% | |
| Fidelity Emrg Mkts Idx | — | — | — | $61K | <0.1% | |
| VALIC Intl Socially Responsible Fund | — | — | — | $50K | <0.1% | |
| Vanguard Target Reture 2070 | — | — | — | $47K | <0.1% | |
| VALIC Ariel Fund | — | — | — | $41K | <0.1% | |
| Fidelity Freedom 2045 K | — | — | — | $41K | <0.1% | |
| Fidelity Extd Mkt Idx | — | — | — | $40K | <0.1% | |
| Fidelity Capital & Income | — | — | — | $38K | <0.1% | |
| VALIC International Value Fund | — | — | — | $35K | <0.1% | |
| VALIC NASDAQ-100(R) Index Fund | — | — | — | $30K | <0.1% | |
| Fidelity Mid Cap Stock | — | — | — | $20K | <0.1% | |
| Fidelity Infl Pr Bd Idx | — | — | — | $17K | <0.1% | |
| Fidelity Freedom 2035 K | — | — | — | $16K | <0.1% | |
| Loomis Sm Cp Grth R | — | — | — | $14K | <0.1% | |
| Fidelity Fid Intl Small Cap | — | — | — | $13K | <0.1% | |
| VALIC International Government Bond | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Income K | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2015 K | — | — | — | $2K | <0.1% |