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Original filing (PDF)20240131211851NAL0025230385001
THOMAS UNIVERSITY
Form 5500
FILING_RECEIVED
THOMAS UNIVERSITY, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
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)
87
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS UNIVERSITY.
Plan sponsor
Name
THOMAS UNIVERSITY
EIN
58-0644897
Address
1501 MILLPOND ROAD · THOMASVILLE, GA · 31792
Phone
(229) 226-1621
Industry
Educational Servicessee all
Plan administrator
Name
CHRIS LYONS
EIN
58-0644897
City
THOMASVILLE, GA
Phone
(229) 227-6883
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-01-31
Filed
2024-01-31
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
LANIGAN & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS, INC. | — | ATHENS, GA | — | $11K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $6K | — |
Investments
1 pooled fund· $0
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 | $0 | — |