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Original filing (PDF)20250923094745NAL0008949298001
EDUCAUSE
Form 5500
FILING_RECEIVED
EDUCAUSE DC PLAN
403(b) retirement plan
Active participants
83
Accounts w/ balance
237
Plan assets (EOY)
$48.0M
Net assets (EOY)
$48.0M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCAUSE.
Plan sponsor
Name
EDUCAUSE
EIN
84-1455437
Address
4845 PEARL EAST CIRCLE · SUITE 118, PMB 43761 · BOULDER, CO · 803016112
Phone
(303) 449-4430
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $26K | — |
Investments
41 direct securities · 1 pooled fund· $45.6M(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
$44.3M
41 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock | — | — | — | $6.6M | 13.7% | |
| TIAA Traditional - Nonbenefit Responsive | — | — | — | $6.1M | 12.8% | |
| CREF Growth | — | — | — | $3.8M | 7.8% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $2.2M | 4.6% | |
| Vanguard Balanced Index | — | — | — | $2.1M | 4.4% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $2.1M | 4.3% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $1.9M | 4.1% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $1.5M | 3.2% | |
| Vanguard 500 Index | — | — | — | $1.4M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.6% | |
| AB Large Cap Growth | — | — | — | $1.2M | 2.6% | |
| Nuveen International Equity Index | — | — | — | $1.2M | 2.5% | |
| American Funds Growth of America | — | — | — | $1.2M | 2.4% | |
| CREF Equity Index | — | — | — | $1.2M | 2.4% | |
| Nuveen Equity Index | — | — | — | $1.2M | 2.4% | |
| Nuveen Large-Cap Value Index | — | — | — | $1.2M | 2.4% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $1.1M | 2.2% | |
| CREF Global Equities | — | — | — | $1.1M | 2.2% | |
| Vanguard Small-Cap Index | — | — | — | $846K | 1.8% | |
| Vanguard Mid-Cap Index | — | — | — | $792K | 1.6% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $686K | 1.4% | |
| Nuveen Emerging Market Equity Index | — | — | — | $535K | 1.1% | |
| Baird Aggregate Bond | — | — | — | $465K | 1.0% | |
| Nuveen Lifecycle Index 2020 | — | — | — | $445K | 0.9% | |
| CREF Bond Market | — | — | — | $429K | 0.9% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $423K | 0.9% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $411K | 0.9% | |
| Nuveen Core Equity | — | — | — | $385K | 0.8% | |
| CREF Money Market | — | — | — | $367K | 0.8% | |
| CREF Social Choice | — | — | — | $296K | 0.6% | |
| Vanguard Inflation-Protected Securities | — | — | — | $295K | 0.6% | |
| Nuveen Lifecycle Index 2010 | — | — | — | $199K | 0.4% | |
| Putnam Large Cap Value Fund | — | — | — | $169K | 0.4% | |
| Nuveen Money Market | — | — | — | $165K | 0.3% | |
| Parnassus Core Equity | — | — | — | $131K | 0.3% | |
| MFS International New Discovery | — | — | — | $127K | 0.3% | |
| CREF Inflation-Linked Bond | — | — | — | $67K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income | — | — | — | $47K | <0.1% | |
| Vangaurd Real Estate Index | — | — | — | $43K | <0.1% | |
| Vangaurd Total Bond Market Index | — | — | — | $32K | <0.1% | |
| American Funds EuroPac Growth | — | — | — | $16K | <0.1% | |
| Nuveen Lifecycle Index 2015 | — | — | — | $13K | <0.1% |