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Original filing (PDF)20251013142836NAL0001422321003
NOVA SOUTHEASTERN UNIVERSITY, INC.
Form 5500
FILING_RECEIVED
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,785
Accounts w/ balance
6,691
Plan assets (EOY)
$560.5M
Net assets (EOY)
$560.5M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE ASSOCIATION | 13-1624203 | — | — | $277K | — |
| NOVA SOUTHEASTERN UNIVERSITY, INC. | 59-1083502 | — | — | $105K | — |
| CAPTRUST FINANCIAL PARTNERS LLC | 26-0058143 | — | — | $42K | — |
| ERNST & YOUNG US, LLP | 34-6565596 | — | — | $25K | — |
| GUNSTER, YOAKLEY, & STEWART PA | 59-1450702 | — | — | $17K | — |
Investments
50 direct securities · 1 pooled fund· $561.0M(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
$545.8M
50 holdings
Pooled Separate Account
$15.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | — | — | — | $59.4M | 10.6% | |
| TIAA-CREF Vanguard Inst Idx Inst | — | — | — | $48.7M | 8.7% | |
| TIAA-CREF CREF Stock R2 | — | — | — | $38.9M | 6.9% | |
| TIAA-CREF Nuveen LfCycle Ix 2040 R6 | — | — | — | $36.1M | 6.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2035 R6 | — | — | — | $31.1M | 5.6% | |
| TIAA-CREF JP Morgan Equity Inc Fd Cla R6 | — | — | — | $24.9M | 4.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2030 R6 | — | — | — | $22.9M | 4.1% | |
| TIAA-CREF Vanguard Ttl Intl Stk Idx Inst | — | — | — | $19.8M | 3.5% | |
| TIAA-CREF JP Morgan Large Cap Growth R6 | — | — | — | $18.1M | 3.2% | |
| TIAA-CREF Nuveen LfCycle Ix 2045 R6 | — | — | — | $17.5M | 3.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2025 R6 | — | — | — | $17.0M | 3.0% | |
| TIAA-CREF Nuveen LfCycle Ix 2050 R6 | — | — | — | $16.8M | 3.0% | |
| TIAA-CREF Vanguard Federal Money Mkt Inv | — | — | — | $15.5M | 2.8% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $15.3M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $15.2M | 2.7% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $12.7M | 2.3% | |
| TIAA-CREF Nuveen LfCycle Ix 2020 R6 | — | — | — | $12.6M | 2.2% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $12.1M | 2.2% | |
| TIAA-CREF American Europac Growth R6 | — | — | — | $11.1M | 2.0% | |
| TIAA-CREF Vanguard Small-Cap Idx Adm | — | — | — | $10.0M | 1.8% | |
| TIAA-CREF Dodge & Cox Income Fund - Cl X | — | — | — | $9.8M | 1.7% | |
| TIAA-CREF MFS Mid Cap Value Class R6 | — | — | — | $9.3M | 1.7% | |
| TIAA-CREF Nuveen LfCycle Ix 2055 R6 | — | — | — | $8.2M | 1.5% | |
| TIAA-CREF Vanguard Extended Mkt Idx Inst | — | — | — | $6.9M | 1.2% | |
| Corebridge Loan Escrow Unitized Fund ** 544 * TIAA-CREF MFS Intl Intrinsic Value R6 | — | — | — | $6.7M | 1.2% | |
| TIAA-CREF Nuveen LfCycle Ix 2015 R6 | — | — | — | $5.7M | 1.0% | |
| TIAA-CREF Nuveen Real Est Sec Sel R6 | — | — | — | $5.7M | 1.0% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $5.6M | 1.0% | |
| TIAA-CREF Blackrock Mid Cap Growth Eq K | — | — | — | $4.8M | 0.9% | |
| TIAA-CREF Vanguard Mid-Cap Idx Adm | — | — | — | $4.7M | 0.8% | |
| Corebridge Moderate Growth Lifestyle ** 221 * TIAA-CREF Nuveen LfCyc Ix Ret Inc R6 | — | — | — | $4.3M | 0.8% | |
| TIAA-CREF Nuveen LfCycle Ix 2010 R6 | — | — | — | $4.1M | 0.7% | |
| TIAA-CREF CREF Core Bond R2 | — | — | — | $4.1M | 0.7% | |
| TIAA-CREF Participant Loan Fund | — | — | — | $3.9M | 0.7% | |
| TIAA-CREF Nuveen LfCycle Ix 2060 R6 | — | — | — | $3.5M | 0.6% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $3.4M | 0.6% | |
| Corebridge Fixed Account | — | — | — | $3.3M | 0.6% | |
| TIAA-CREF Victory Syc Small Comp Opp I | — | — | — | $2.8M | 0.5% | |
| TIAA-CREF Principal Small Cap Grwth I R6 | — | — | — | $2.5M | 0.4% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $2.5M | 0.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2065 R6 | — | — | — | $822K | 0.1% | |
| Corebridge Fixed Account Plus | — | — | — | $590K | 0.1% | |
| TIAA-CREF Blackrock Strategic Inc Opp K | — | — | — | $535K | <0.1% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $515K | <0.1% | |
| TIAA-CREF Participant Loan Fund (Deemed Distributed) | — | — | — | $453K | <0.1% | |
| TIAA-CREF Thornburg Limited Term Incm R6 | — | — | — | $431K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $80K | <0.1% | |
| Corebridge Loan Collateral Unitized Fund | — | — | — | $70K | <0.1% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $46K | <0.1% | |
| Corebridge Short Term Fixed Account | — | — | — | $28K | <0.1% | |
| Corebridge Plan Loan | — | — | — | $12K | <0.1% |