Back to filter
Original filing (PDF)20251111093421NAL0002797699001
UNIVERSITY DEVELOPMENT CORP
Form 5500
FILING_RECEIVED
UDC 401K PLAN
401(k) retirement plan
Signals · 1
~230 bps in Sched C fees
Active participants
600
Accounts w/ balance
947
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 230 bps in Schedule C fees — 342% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY DEVELOPMENT CORP.
Plan sponsor
Name
UNIVERSITY DEVELOPMENT CORP
EIN
72-1027314
Address
362 PARSONS GREEN · SHREVEPORT, LA · 71106
Phone
(318) 656-4700
Industry
Real Estatesee 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
2025-11-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
HEARD MCELROY & VESTAL LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $54K | — |
| HEARD MCELROY & VESTAL LLC | 72-0398470 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY-PLAN | $7K | — |
Investments
27 direct securities · 1 pooled fund· $3.1M(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
$3.0M
27 holdings
Common Collective Trust
$77K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | — | — | — | $261K | 8.4% | |
| JPMorgan Eq Inc R6 | — | — | — | $243K | 7.8% | |
| Janus Henderson Janus Henderson Gr And Inc I | — | — | — | $237K | 7.6% | |
| Vanguard Target Retment 2035 Fund | — | — | — | $219K | 7.1% | |
| Fidelity 500 Index | — | — | — | $216K | 6.9% | |
| Dimensional DFA Glbl Eq I | — | — | — | $180K | 5.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $170K | 5.5% | |
| American Century American Century Mid Cap Val R6 | — | — | — | $143K | 4.6% | |
| Goldman Sachs Goldman Sachs Small/Md cp Gr Instl | — | — | — | $138K | 4.4% | |
| MFS Intl Gr R6 | — | — | — | $131K | 4.2% | |
| Transamerica Trust Company Cash Reserve Account 1 Allspring Core Plus Bd Adm | — | — | — | $123K | 3.9% | |
| Vanguard REIT Index Adm | — | — | — | $99K | 3.2% | |
| Victory Trivalent Intl Small-Cap I | — | — | — | $96K | 3.1% | |
| Dimensional DFA Emerging Mkts Core Eq I | — | — | — | $96K | 3.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $91K | 2.9% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | — | — | — | $79K | 2.6% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $77K | 2.5% | |
| Vanguard Target Retment 2040 Fund | — | — | — | $75K | 2.4% | |
| Federated Hermes MDT Sm cp Gr IS | — | — | — | $71K | 2.3% | |
| Franklin Templeton Franklin Small Cap Val R6 | — | — | — | $70K | 2.2% | |
| Dimensional DFA Infl-Prtctd Sec I | — | — | — | $68K | 2.2% | |
| Blackrock High Yield Bd Instl | — | — | — | $64K | 2.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $55K | 1.8% | |
| Vanguard Target Retment 2025 Fund | — | — | — | $48K | 1.5% | |
| Vanguard Target Retment 2050 Fund | — | — | — | $18K | 0.6% | |
| Vanguard Federal Money Market | — | — | — | $16K | 0.5% | |
| Vanguard Target Retment 2020 Fund | — | — | — | $11K | 0.4% | |
| Weitz Short Duration Inc Instl | — | — | — | $11K | 0.4% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Real Estate plans
SUNDAE, INC.
SUNDAE 401(K) PLAN
$3.1M · 48 participants
BROKERS ESCROW SERVICE
BROKERS ESCROW SERVICE PROFIT SHARING PLAN
$3.1M · 2 participants
GROTTE GROUP REAL ESTATE INC.
GROTTE GROUP REAL ESTATE INC. CASH BALANCE PLAN
$3.1M · 2 participants
NEEDLE POINT HOMES, LLC
NEEDLE POINT HOMES, LLC DEFINED BENEFIT PLAN
$3.1M · 4 participants
BRAUSE REALTY, INC
BRAUSE REALTY, INC SAFE HARBOR 401(K) PROFIT SHARING PLAN
$3.1M · 11 participants
RELIABLE ENTERPRISES, LLC D/B/A RELIABLE TITLE & ESCROW, LLC
RELIABLE TITLE & ESCROW LLC 401K PLAN
$3.1M · 11 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants