Original filing (PDF)20251015184914NAL0007089216004

PALM BEACH ATLANTIC UNIVERSITY, INC.

Name: PALM BEACH ATLANTIC UNIVERSITY, INC. — PALM BEACH ATLANTIC UNIVERSITY 403(B)(7) PLAN, Form 5500 (2024)
Creator: PALM BEACH ATLANTIC UNIVERSITY, INC.

Form 5500

FILING_RECEIVED

PALM BEACH ATLANTIC UNIVERSITY 403(B)(7) PLAN

403(b) retirement plan

Active participants

1,566

Accounts w/ balance

1,025

Plan assets (EOY)

$83.9M

Net assets (EOY)

$83.9M

How this plan invests

This plan

3 collective trusts

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)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALM BEACH ATLANTIC UNIVERSITY, INC..

Plan sponsor

Name

PALM BEACH ATLANTIC UNIVERSITY, INC.

EIN

59-1092732

Address

901 S FLAGLER DRIVE · WEST PALM BEACH, FL · 334016505

Phone

(561) 803-2174

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

TEMPLETON & COMPANY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES LLC	46-5378846	—	RECORDKEEPER	$58K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES INC.	—	ITASCA, IL	ADVISOR	$28K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

3 pooled funds· $641K(1% 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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF - 365195 · EIN 13-1624203 / PN 004	Pooled Separate Account	$516K	0.6%
GUIDESTONE CAPITAL PRESERVATION GUIDESTONE FINANCIAL RESOURCES · EIN 75-0939949 / PN 000	Pooled Separate Account	$121K	0.1%
TIAA REAL ESTATE

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