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Original filing (PDF)20250415103239NAL0001380531001
TREVECCA NAZARENE UNIVERSITY
Form 5500
FILING_RECEIVED
TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
401(k) retirement plan
Active participants
440
Accounts w/ balance
698
Plan assets (EOY)
$49.8M
Net assets (EOY)
$49.8M
How this plan invests
This plan
1 collective trust
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)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREVECCA NAZARENE UNIVERSITY.
Plan sponsor
Name
TREVECCA NAZARENE UNIVERSITY
EIN
62-0497990
Address
333 MURFREESBORO ROAD · NASHVILLE, TN · 37210
Phone
(615) 248-7790
Industry
Educational Servicessee all
Plan administrator
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
City
PITTSBURGH, PA
Phone
(877) 514-5600
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | ADVISOR | $103K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG ADVISORS, INC. | 82-3871756 | — | TPA | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG FIDUCIARY SERVICES, LLC | 82-3095168 | — | NONE | $37K | — |
Investments
1 pooled fund· $519K(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 · EIN 13-1624203 / PN 004 | Pooled Separate Account | $519K | 1.0% |