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Original filing (PDF)20251013142836NAL0001422321002
NOVA SOUTHEASTERN UNIVERSITY, INC.
Form 5500
FILING_RECEIVED
NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN)
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,405
Accounts w/ balance
3,698
Plan assets (EOY)
$467.3M
Net assets (EOY)
$467.3M
How this plan invests
This plan
1 pooled trust
Schedule D
99 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOVA SOUTHEASTERN UNIVERSITY, INC..
Plan sponsor
Name
NOVA SOUTHEASTERN UNIVERSITY, INC.
EIN
59-1083502
Address
3300 S. UNIVERSITY DRIVE · FORT LAUDERDALE, FL · 333282004
Phone
(954) 262-5258
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHER'S INSURANCE & ANNUITY | 13-1624203 | — | — | $108K | — |
| CAPTRUST FINANCIAL PARTNERS LLC | 26-0058143 | — | — | $97K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | — | $26K | — |
| ERNST & YOUNG US, LLP | 34-6565596 | — | — | $25K | — |
Investments
97 direct securities · 1 pooled fund· $467.2M(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
$453.1M
97 holdings
Pooled Separate Account
$14.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $110.9M | 23.7% | |
| TIAA-CREF CREF Stock R2 | — | — | — | $68.6M | 14.7% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $30.5M | 6.5% | |
| TIAA-CREF Vanguard Inst Idx Inst | — | — | — | $26.1M | 5.6% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $16.4M | 3.5% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $15.5M | 3.3% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $15.0M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.1M | 3.0% | |
| TIAA-CREF JP Morgan Equity Inc Fd Cla R6 | — | — | — | $11.1M | 2.4% | |
| TIAA-CREF JP Morgan Large Cap Growth R6 | — | — | — | $10.8M | 2.3% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $10.7M | 2.3% | |
| TIAA-CREF Vanguard Ttl Intl Stk Idx Inst | — | — | — | $9.7M | 2.1% | |
| TIAA-CREF MFS Mid Cap Value Class R6 | — | — | — | $9.2M | 2.0% | |
| TIAA-CREF Nuveen Lfcycle Ix 2040 R6 | — | — | — | $8.4M | 1.8% | |
| TIAA-CREF American Europac Growth R6 | — | — | — | $8.2M | 1.7% | |
| TIAA-CREF CREF Money Market R2 | — | — | — | $6.8M | 1.5% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $6.7M | 1.4% | |
| TIAA-CREF Vanguard Extended Mkt Idx Inst | — | — | — | $6.7M | 1.4% | |
| TIAA-CREF Nuveen Lfcycle Ix 2025 R6 | — | — | — | $5.9M | 1.3% | |
| TIAA-CREF Vanguard Federal Money Mkt Inv | — | — | — | $5.8M | 1.2% | |
| TIAA-CREF Dodge & Cox Income Fund - Cl X | — | — | — | $5.8M | 1.2% | |
| TIAA-CREF CREF Core Bond R2 | — | — | — | $5.4M | 1.2% | |
| TIAA-CREF Nuveen Lfcycle Ix 2035 R6 | — | — | — | $5.2M | 1.1% | |
| TIAA-CREF Nuveen Lfcycle Ix 2020 R6 | — | — | — | $4.8M | 1.0% | |
| TIAA-CREF Nuveen Real Est Sec Sel R6 | — | — | — | $3.8M | 0.8% | |
| TIAA-CREF Vanguard Small-Cap Idx Adm | — | — | — | $3.2M | 0.7% | |
| Corebridge Fixed Account | — | — | — | $3.0M | 0.7% | |
| TIAA-CREF Nuveen Lfcycle Ix 2030 R6 | — | — | — | $3.0M | 0.6% | |
| TIAA-CREF Blackrock Mid Cap Growth Eq K | — | — | — | $2.6M | 0.6% | |
| TIAA-CREF Nuveen Lfcycle Ix 2010 R6 | — | — | — | $2.2M | 0.5% | |
| TIAA-CREF MFS Intl Intrinsic Value R6 | — | — | — | $2.1M | 0.4% | |
| TIAA-CREF Nuveen Lfcycle Ix 2015 R6 | — | — | — | $1.8M | 0.4% | |
| Corebridge Stock Index Fund Unitized Fund | — | — | — | $1.7M | 0.4% | |
| TIAA-CREF Principal Small Cap Grwth I R6 | — | — | — | $1.7M | 0.4% | |
| Corebridge Fixed Account Plus | — | — | — | $1.7M | 0.4% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $1.4M | 0.3% | |
| TIAA-CREF Vanguard Mid-Cap Idx Adm | — | — | — | $1.2M | 0.2% | |
| Corebridge Vanguard Lifestrategy Conser Unitized Fund | — | — | — | $1.1M | 0.2% | |
| Corebridge Mid Cap Index Fund Unitized Fund | — | — | — | $1.1M | 0.2% | |
| TIAA-CREF Victory Syc Small Comp Opp I | — | — | — | $1.0M | 0.2% | |
| TIAA-CREF Nuveen Lfcycle Ix 2050 R6 | — | — | — | $972K | 0.2% | |
| Corebridge International Equities Index Fund Unitized Fund | — | — | — | $970K | 0.2% | |
| Corebridge Vanguard Windsor II Unitized Fund | — | — | — | $875K | 0.2% | |
| TIAA-CREF Thornburg Limited Term Incm R6 | — | — | — | $783K | 0.2% | |
| TIAA-CREF Participant Loan Fund | — | — | — | $754K | 0.2% | |
| Corebridge Science & Technology Fund Unitized Fund | — | — | — | $734K | 0.2% | |
| Corebridge Core Bond Fund Unitized Fund | — | — | — | $727K | 0.2% | |
| Corebridge GS Vit Gov Money Mkt Fd Inst Unitized Fund | — | — | — | $678K | 0.1% | |
| Corebridge Emerging Economies Unitized Fund | — | — | — | $595K | 0.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $548K | 0.1% | |
| Corebridge Loan Collateral Fund Unitized Fund | — | — | — | $515K | 0.1% | |
| Corebridge US Socially Responsible Fund Unitized Fund | — | — | — | $511K | 0.1% | |
| Corebridge Small Cap Index Fund Unitized Fund | — | — | — | $466K | <0.1% | |
| Corebridge Intl Opportunities Unitized Fund | — | — | — | $415K | <0.1% | |
| Corebridge Mid Cap Strategic Gwth Unitized Fund | — | — | — | $412K | <0.1% | |
| Corebridge Mid Cap Value Fund Unitized Fund | — | — | — | $406K | <0.1% | |
| TIAA-CREF Nuveen Lfcycle Ix 2045 R6 | — | — | — | $387K | <0.1% | |
| Corebridge VC I Capital Appreciation Unitized Fund | — | — | — | $377K | <0.1% | |
| Corebridge Short Term Fixed Account | — | — | — | $376K | <0.1% | |
| TIAA-CREF Nuveen Lfcyc Ix Ret Inc R6 | — | — | — | $359K | <0.1% | |
| Corebridge International Value Fund Unitized Fund | — | — | — | $349K | <0.1% | |
| Corebridge Nasdaq-100(R) Index Fund Unitized Fund | — | — | — | $322K | <0.1% | |
| Corebridge Systematic Value Unitized Fund | — | — | — | $305K | <0.1% | |
| TIAA-CREF Nuveen Lfcycle Ix 2060 R6 | — | — | — | $268K | <0.1% | |
| Corebridge Systematic Growth Unitized Fund | — | — | — | $266K | <0.1% | |
| Corebridge Intl Socially Responsible Fund Unitized Fund | — | — | — | $247K | <0.1% | |
| Corebridge Global Real Estate Fund Unitized Fund | — | — | — | $211K | <0.1% | |
| Corebridge Large Capital Growth Unitized Fund | — | — | — | $205K | <0.1% | |
| Corebridge Moderate Growth Lifestyle Unitized Fund | — | — | — | $181K | <0.1% | |
| Corebridge Inflation Protected Fund Unitized Fund | — | — | — | $167K | <0.1% | |
| Corebridge Small Cap Growth Fund Unitized Fund | — | — | — | $162K | <0.1% | |
| Corebridge High Yield Bond Fund Unitized Fund | — | — | — | $153K | <0.1% | |
| Corebridge Invesco Bal Risk Commod Str R5 Unitized Fund | — | — | — | $148K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $143K | <0.1% | |
| Corebridge Small Cap Value Fund Unitized Fund | — | — | — | $128K | <0.1% | |
| TIAA-CREF Nuveen Lfcycle Ix 2065 R6 | — | — | — | $121K | <0.1% | |
| TIAA-CREF BlackRock Strategic Inc Opp K | — | — | — | $113K | <0.1% | |
| Corebridge Aggressive Growth Lifestyle Unitized Fund | — | — | — | $106K | <0.1% | |
| Corebridge VC I Conserv Growth Lifestyle Unitized Fund | — | — | — | $101K | <0.1% | |
| Corebridge Small Cap Special Value Fund Unitized Fund | — | — | — | $86K | <0.1% | |
| Corebridge Vanguard Wellington Fund Inc Unitized Fund | — | — | — | $81K | <0.1% | |
| Corebridge Growth Fund Unitized Fund | — | — | — | $79K | <0.1% | |
| Corebridge Vanguard Long-Term Treasury Unitized Fund | — | — | — | $70K | <0.1% | |
| Corebridge Vanguard Lifestrategy Growth Unitized Fund | — | — | — | $52K | <0.1% | |
| Corebridge Asset Allocation Fund Unitized Fund | — | — | — | $50K | <0.1% | |
| Corebridge International Growth Fund Unitized Fund | — | — | — | $45K | <0.1% | |
| TIAA-CREF Nuveen Lfcycle Ix 2055 R6 | — | — | — | $42K | <0.1% | |
| Corebridge Ariel Fund Unitized Fund | — | — | — | $40K | <0.1% | |
| Corebridge Government Securities Fund Unitized Fund | — | — | — | $34K | <0.1% | |
| Corebridge Vanguard Lifestrategy Modera Unitized Fund | — | — | — | $26K | <0.1% | |
| Corebridge Dividend Value Unitized Fund | — | — | — | $26K | <0.1% | |
| Corebridge Global Strategy Unitized Fund | — | — | — | $24K | <0.1% | |
| Corebridge International Government Bond Unitized Fund | — | — | — | $19K | <0.1% | |
| Corebridge Vanguard Lt Inv-Grade Fund Unitized Fund | — | — | — | $18K | <0.1% | |
| Corebridge Ariel Appreciation Fund Unitized Fund | — | — | — | $17K | <0.1% | |
| Corebridge Amer Beacon Brdwy Lrg Cp Grw I Unitized Fund | — | — | — | $15K | <0.1% | |
| Corebridge Loan Escrow Fund Unitized Fund | — | — | — | $5K | <0.1% | |
| TIAA-CREF Participant Loan Fund (Deemed Distributed) | — | — | — | $2K | <0.1% |