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Original filing (PDF)20251015163747NAL0002645219001
STETSON UNIVERSITY
Form 5500
FILING_RECEIVED
STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
789
Accounts w/ balance
2,228
Plan assets (EOY)
$262.3M
Net assets (EOY)
$262.3M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 STETSON UNIVERSITY.
Plan sponsor
Name
STETSON UNIVERSITY
EIN
59-0624416
Address
421 N. WOODLAND BLVD, UNIT 8327 · DELAND, FL · 32723
Phone
(386) 822-7061
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $134K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | NONE | $23K | — |
| MSL, P.A. | 59-3070669 | — | NONE | $18K | — |
| ANDCO CONSULTING, LLC | 59-3676225 | — | NONE | $9K | — |
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | NONE | $24 | — |
Investments
52 direct securities · 1 pooled fund· $262.3M(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
$253.1M
52 holdings
Pooled Separate Account
$9.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA | — | — | — | $45.2M | 17.2% | |
| TIAA-CREF | — | — | — | $29.1M | 11.1% | |
| Vanguard | — | — | — | $15.5M | 5.9% | |
| TIAA | — | — | — | $12.8M | 4.9% | |
| TIAA-CREF | — | — | — | $12.0M | 4.6% | |
| American Funds | — | — | — | $11.0M | 4.2% | |
| Vanguard | — | — | — | $9.3M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $9.2M | 3.5% | |
| TIAA-CREF | — | — | — | $8.8M | 3.3% | |
| Vanguard | — | — | — | $8.3M | 3.2% | |
| Vanguard | — | — | — | $8.0M | 3.1% | |
| TIAA-CREF | — | — | — | $7.5M | 2.9% | |
| TIAA-CREF | — | — | — | $6.1M | 2.3% | |
| TIAA-CREF | — | — | — | $6.0M | 2.3% | |
| TIAA-CREF | — | — | — | $5.6M | 2.1% | |
| TIAA-CREF | — | — | — | $5.4M | 2.0% | |
| TIAA-CREF | — | — | — | $5.1M | 2.0% | |
| TIAA-CREF | — | — | — | $4.8M | 1.8% | |
| Vanguard | — | — | — | $4.8M | 1.8% | |
| TIAA-CREF | — | — | — | $4.5M | 1.7% | |
| TIAA-CREF | — | — | — | $4.5M | 1.7% | |
| TIAA-CREF | — | — | — | $4.1M | 1.6% | |
| TIAA-CREF | — | — | — | $3.9M | 1.5% | |
| TIAA-CREF | — | — | — | $3.5M | 1.3% | |
| Transamerica | — | — | — | $3.3M | 1.3% | |
| Vanguard | — | — | — | $3.3M | 1.2% | |
| DFA | — | — | — | $2.5M | 1.0% | |
| TIAA-CREF | — | — | — | $2.5M | 0.9% | |
| Metropolitan West | — | — | — | $2.4M | 0.9% | |
| TIAA-CREF | — | — | — | $2.1M | 0.8% | |
| Vanguard | — | — | — | $1.9M | 0.7% | |
| TIAA-CREF | — | — | — | $1.7M | 0.6% | |
| TIAA-CREF | — | — | — | $1.6M | 0.6% | |
| TIAA-CREF | — | — | — | $1.0M | 0.4% | |
| TIAA-CREF | — | — | — | $977K | 0.4% | |
| TIAA-CREF | — | — | — | $723K | 0.3% | |
| TIAA-CREF | — | — | — | $652K | 0.2% | |
| TIAA-CREF | — | — | — | $534K | 0.2% | |
| PIMCO | — | — | — | $463K | 0.2% | |
| Participant Notes Receivable | — | — | — | $342K | 0.1% | |
| TIAA-CREF | — | — | — | $264K | 0.1% | |
| Fidelity Investments | — | — | — | $174K | <0.1% | |
| PIMCO | — | — | — | $168K | <0.1% | |
| Kemper Investor's Life | — | — | — | $126K | <0.1% | |
| TIAA-CREF | — | — | — | $122K | <0.1% | |
| TIAA-CREF | — | — | — | $112K | <0.1% | |
| Fidelity Investments | — | — | — | $85K | <0.1% | |
| Kemper Investor's Life | — | — | — | $32K | <0.1% | |
| Kemper Investor's Life | — | — | — | $24K | <0.1% | |
| Kemper Investor's Life | — | — | — | $23K | <0.1% | |
| Kemper Investor's Life | — | — | — | $19K | <0.1% | |
| Kemper Investor's Life | — | — | — | $13K | <0.1% | |
| Kemper Investor's Life | — | — | — | $8K | <0.1% |