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Original filing (PDF)20250911140947NAL0000283363001
LIPSCOMB UNIVERSITY
Form 5500
FILING_RECEIVED
LIPSCOMB UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,231
Accounts w/ balance
1,240
Plan assets (EOY)
$152.2M
Net assets (EOY)
$152.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 LIPSCOMB UNIVERSITY.
Plan sponsor
Name
LIPSCOMB UNIVERSITY
EIN
62-0485733
Address
ONE UNIVERSITY PARK DRIVE · NASHVILLE, TN · 37204
Phone
(615) 966-5662
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INV ADVISORY,LLC | 82-0759826 | — | NONE | $90K | — |
| TIAA | 13-1624203 | — | NONE | $72K | — |
Investments
38 direct securities · 1 pooled fund· $143.9M(95% 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
$141.0M
38 holdings
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | — | — | — | $17.4M | 11.5% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $13.9M | 9.1% | |
| CREF Stock | — | — | — | $13.3M | 8.8% | |
| AB Large Cap Growth Fund | — | — | — | $7.6M | 5.0% | |
| TIAA and CREF Lifecycle 2040 | — | — | — | $7.2M | 4.7% | |
| TIAA and CREF Lifecycle 2045 | — | — | — | $7.1M | 4.6% | |
| CREF Global Equities | — | — | — | $6.2M | 4.1% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $6.2M | 4.1% | |
| TIAA and CREF Lifecycle 2035 | — | — | — | $6.0M | 4.0% | |
| TIAA and CREF Lifecycle 2030 | — | — | — | $5.0M | 3.3% | |
| CREF Growth | — | — | — | $5.0M | 3.3% | |
| TIAA and CREF Lifecycle 2050 | — | — | — | $4.8M | 3.1% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $3.8M | 2.5% | |
| CREF Social Choice | — | — | — | $3.6M | 2.4% | |
| CREF Equity Index | — | — | — | $3.5M | 2.3% | |
| TIAA and CREF Lifecycle 2025 | — | — | — | $3.1M | 2.1% | |
| CREF Bond Market | — | — | — | $3.0M | 1.9% | |
| Charles Schwab Small Cap Index Fund | — | — | — | $2.9M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.9M | 1.9% | |
| MFS Value Fund | — | — | — | $2.9M | 1.9% | |
| The Hartford Total Return Bond Fund | — | — | — | $2.9M | 1.9% | |
| Charles Schwab Mid Cap Index Fund | — | — | — | $2.8M | 1.9% | |
| TIAA and CREF Lifecycle 2055 | — | — | — | $2.3M | 1.5% | |
| TIAA and CREF Lifecycle 2020 | — | — | — | $2.3M | 1.5% | |
| BlackRock Mid Cap Value Fund | — | — | — | $1.8M | 1.2% | |
| TIAA and CREF Lifecycle 2060 | — | — | — | $1.1M | 0.8% | |
| CREF Inflation-Linked Bond | — | — | — | $1.1M | 0.7% | |
| William Blair International Leaders Fund | — | — | — | $710K | 0.5% | |
| The Hartford Strategic Income Fund | — | — | — | $558K | 0.4% | |
| CREF Money Market | — | — | — | $552K | 0.4% | |
| TIAA and CREF Self Directed Account | — | — | — | $444K | 0.3% | |
| Vanguard International Value Investment | — | — | — | $409K | 0.3% | |
| American Funds Bond Fund of America | — | — | — | $348K | 0.2% | |
| TIAA and CREF Lifecycle 2065 | — | — | — | $225K | 0.1% | |
| TIAA and CREF Lifecycle 2015 | — | — | — | $218K | 0.1% | |
| Delaware Ivy Mid Cap Growth Fund | — | — | — | $190K | 0.1% | |
| American Century Small Cap Value Fund | — | — | — | $152K | <0.1% | |
| TIAA and CREF Lifecycle 2010 | — | — | — | $113K | <0.1% | |
| MFS New Discovery Fund | — | — | — | $52K | <0.1% |
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