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Original filing (PDF)20250623113456NAL0005904705001
HARDING UNIVERSITY
Form 5500
FILING_RECEIVED
HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
661
Accounts w/ balance
1,254
Plan assets (EOY)
$201.9M
Net assets (EOY)
$201.9M
How this plan invests
This plan
1 pooled trust
Schedule D
59 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 HARDING UNIVERSITY.
Plan sponsor
Name
HARDING UNIVERSITY
EIN
71-0236896
Address
P.O. BOX 12257 · SEARCY, AR · 72149
Phone
(501) 279-4930
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
2025-06-23
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)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $91K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $52K | — |
| HOGANTAYLOR LLP | 73-1413977 | — | NONE | $22K | — |
Investments
58 direct securities · 1 pooled fund· $201.3M(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
$195.8M
58 holdings
Pooled Separate Account
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Account | — | — | — | $29.9M | 14.8% | |
| TIAA Traditional Annuity RA | — | — | — | $29.6M | 14.7% | |
| CREF Growth Account | — | — | — | $12.4M | 6.1% | |
| CREF Global Equities Account | — | — | — | $8.3M | 4.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $6.1M | 3.0% | |
| CREF Equity Index Account | — | — | — | $5.7M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.6M | 2.8% | |
| TIAA Traditional Annuity RC | — | — | — | $4.9M | 2.4% | |
| JPMorgan Equity Income Fund | — | — | — | $4.7M | 2.3% | |
| Nuveen Lifecycle 2040 Fund Retirement Class | — | — | — | $4.5M | 2.2% | |
| Nuveen Lifecycle 2040 Fund R6 | — | — | — | $4.0M | 2.0% | |
| Alliance Bernstein Large Cap Growth Fund | — | — | — | $3.7M | 1.9% | |
| Vanguard Extended Market Index Fund | — | — | — | $3.7M | 1.8% | |
| Artisan International Value Fund | — | — | — | $3.6M | 1.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $3.5M | 1.8% | |
| CREF Social Choice Account | — | — | — | $3.5M | 1.7% | |
| Nuveen Lifecycle 2035 Fund Retirement Class | — | — | — | $3.4M | 1.7% | |
| Vanguard Wellesley Income Fund | — | — | — | $3.4M | 1.7% | |
| TIAA Traditional Annuity SRA | — | — | — | $3.4M | 1.7% | |
| Nuveen S&P 500 Index Fund | — | — | — | $3.1M | 1.5% | |
| Nuveen Quant Small Cap Equity Fund | — | — | — | $3.0M | 1.5% | |
| Nuveen Lifecycle 2035 Fund R6 | — | — | — | $3.0M | 1.5% | |
| BlackRock Mid Cap Growth Equity Fund | — | — | — | $2.9M | 1.5% | |
| Nuveen Lifecycle 2030 Fund Retirement Class | — | — | — | $2.9M | 1.4% | |
| Nuveen Lifecycle 2030 Fund R6 | — | — | — | $2.8M | 1.4% | |
| Nuveen Lifecycle 2025 Fund R6 | — | — | — | $2.7M | 1.3% | |
| Nuveen Lifecycle 2045 Fund R6 | — | — | — | $2.7M | 1.3% | |
| TIAA Stable Value | — | — | — | $2.5M | 1.2% | |
| Nuveen Lifecycle 2050 Fund Retirement Class | — | — | — | $2.5M | 1.2% | |
| Nuveen Lifecycle 2045 Fund Retirement Class | — | — | — | $2.4M | 1.2% | |
| CREF Core Bond Account | — | — | — | $2.2M | 1.1% | |
| Nuveen Lifecycle 2050 Fund R6 | — | — | — | $2.2M | 1.1% | |
| CREF Inflation-Linked Bond Account | — | — | — | $2.1M | 1.0% | |
| JPMorgan US Equity Fund | — | — | — | $2.1M | 1.0% | |
| American Century Mid Cap Value Fund | — | — | — | $2.0M | 1.0% | |
| Vanguard Total International Stock Index Fund | — | — | — | $1.8M | 0.9% | |
| Nuveen Lifecycle 2025 Fund Retirement Class | — | — | — | $1.7M | 0.9% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $1.6M | 0.8% | |
| Nuveen Lifecycle 2020 Fund Retirement Class | — | — | — | $1.4M | 0.7% | |
| Nuveen Lifecycle 2020 Fund R6 | — | — | — | $1.3M | 0.6% | |
| DFA US Small Cap Portfolio Fund | — | — | — | $1.2M | 0.6% | |
| Invesco Developing Markets Fund | — | — | — | $1.1M | 0.6% | |
| CREF Money Market Account | — | — | — | $1.1M | 0.5% | |
| Nuveen Lifecycle 2055 Fund R6 | — | — | — | $1.0M | 0.5% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $841K | 0.4% | |
| Nuveen Lifecycle 2060 Fund R6 | — | — | — | $645K | 0.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $523K | 0.3% | |
| Nuveen Lifecycle Retirement Income Fund R6 | — | — | — | $490K | 0.2% | |
| Nuveen Lifecycle 2010 Fund R6 | — | — | — | $399K | 0.2% | |
| Nuveen Lifecycle 2010 Fund Retirement Class | — | — | — | $396K | 0.2% | |
| Nuveen Lifecycle 2055 Fund Retirement Class | — | — | — | $270K | 0.1% | |
| Nuveen Lifecycle 2015 Fund R6 | — | — | — | $202K | 0.1% | |
| Nuveen Lifecycle 2015 Fund Retirement Class | — | — | — | $189K | <0.1% | |
| Nuveen Lifecycle Retirement Income Fund Retirement Class | — | — | — | $86K | <0.1% | |
| Nuveen Lifecycle 2060 Fund Retirement Class | — | — | — | $40K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $27K | <0.1% | |
| Nuveen Lifecycle 2065 Fund R6 | — | — | — | $19K | <0.1% | |
| TIAA Traditional Annuity RCP | — | — | — | $18K | <0.1% | |
| Nuveen Money Market Retirement Fund | — | — | — | $6K | <0.1% |
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