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Original filing (PDF)20250715103505NAL0001995073001
LYNN UNIVERSITY, INC.
Form 5500
FILING_RECEIVED
LYNN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
544
Accounts w/ balance
1,053
Plan assets (EOY)
$88.4M
Net assets (EOY)
$88.4M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYNN UNIVERSITY, INC..
Plan sponsor
Name
LYNN UNIVERSITY, INC.
EIN
59-1023117
Address
3601 N. MILITARY TRAIL · BOCA RATON, FL · 334315507
Phone
(561) 237-7000
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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $50K | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $20K | — |
Investments
43 direct securities · 1 pooled fund· $103.0M(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
$100.9M
43 holdings
Pooled Separate Account
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-benefit responsive contracts | — | — | — | $13.0M | 14.8% | |
| CREF Stock R1 | — | — | — | $9.3M | 10.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $8.8M | 9.9% | |
| Vanguard 500 Idx Adm | — | — | — | $6.2M | 7.0% | |
| Nuveen LfCycle Ix 2035-Inst | — | — | — | $5.6M | 6.4% | |
| Nuveen LfCycle Ix 2040-Inst | — | — | — | $5.5M | 6.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $4.3M | 4.8% | |
| Nuveen LfCycle Ix 2045-Inst | — | — | — | $4.2M | 4.8% | |
| CREF Growth R1 | — | — | — | $3.7M | 4.1% | |
| John Hancock Disciplnd Val R6 | — | — | — | $2.9M | 3.3% | |
| Nuveen LfCycle Ix 2050-Inst | — | — | — | $2.8M | 3.1% | |
| Harbor Capital Appreciatn Inst | — | — | — | $2.6M | 3.0% | |
| Nuveen LfCycle Ix 2030-Inst | — | — | — | $2.6M | 2.9% | |
| Nuveen LfCycle Ix 2020-Inst | — | — | — | $2.2M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 2.3% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $1.9M | 2.1% | |
| Dodge & Cox Dodge & Cox Income Fund - Cl X | — | — | — | $1.9M | 2.1% | |
| Vanguard Extended Mkt Idx Adm | — | — | — | $1.8M | 2.1% | |
| MFS International Growth Cl R6 | — | — | — | $1.8M | 2.0% | |
| CREF Global Equities R1 | — | — | — | $1.7M | 2.0% | |
| Nuveen LfCycle Ix 2025-Inst | — | — | — | $1.6M | 1.8% | |
| CREF Equity Index R1 | — | — | — | $1.5M | 1.7% | |
| MFS Mid Cap Value R3 | — | — | — | $1.5M | 1.7% | |
| MFS Intl Intrinsic Value R3 | — | — | — | $1.5M | 1.7% | |
| Nuveen LfCycle Ix 2055-Inst | — | — | — | $1.2M | 1.4% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $1.2M | 1.4% | |
| Nuveen LfCycle Ix 2015-Inst | — | — | — | $1.1M | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $1.1M | 1.2% | |
| Fully benefit responsive contracts | — | — | — | $874K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $859K | 1.0% | |
| MFS Mid Cap Growth FdClass R | — | — | — | $749K | 0.8% | |
| CREF Money Market R1 | — | — | — | $740K | 0.8% | |
| from August 2024 to November 2028 | — | — | — | $663K | 0.8% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $663K | 0.8% | |
| Principal Sm Cap Value II Inst | — | — | — | $649K | 0.7% | |
| Nuveen LfCycle Ix 2060-Inst | — | — | — | $494K | 0.6% | |
| MassMutual Small Cap Gr Eq R5 | — | — | — | $378K | 0.4% | |
| CREF Core Bond R1 | — | — | — | $340K | 0.4% | |
| Nuveen LfCyc Ix Ret Inc R6 | — | — | — | $332K | 0.4% | |
| Nuveen LfCycle Ix 2010-Inst | — | — | — | $216K | 0.2% | |
| CREF Social Choice R1 | — | — | — | $162K | 0.2% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $136K | 0.2% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | — | $82K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $15K | <0.1% |
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