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Original filing (PDF)20260316104759NAL0001082305001
ARIZONA CHRISTIAN UNIVERSITY 403B PLAN
Form 5500
FILING_RECEIVED
ARIZONA CHRISTIAN UNIVERSITY 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
219
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
66 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.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIZONA CHRISTIAN UNIVERSITY 403B PLAN.
Plan sponsor
Name
ARIZONA CHRISTIAN UNIVERSITY 403B PLAN
EIN
86-0186050
Address
1 WEST FIRESTORM WAY · GLENDALE, AZ · 853060000
Phone
(602) 489-5300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
Pension benefit codes
2E · Profit-sharing
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALEY & ASSOCIATES, INC | 01-0343875 | PORTLAND, ME | — | $12K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $11K | — |
Investments
64 direct securities · 1 pooled fund· $7.4M(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
$7.4M
64 holdings
Pooled Separate Account
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Nonbenefit Responsive | — | — | — | $1.0M | 14.0% | |
| CREF Stock R1 | — | — | — | $766K | 10.3% | |
| CREF Growth R1 | — | — | — | $597K | 8.1% | |
| CREF Equity Index R1 | — | — | — | $554K | 7.5% | |
| Vanguard Target Retirement 2070 Fund 581 Vanguard Target Retirement Income Fund 213 Vanguard 500 Index Admiral Fund | — | — | — | $468K | 6.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $274K | 3.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $268K | 3.6% | |
| TIAA Access Nuv Lifecycle 2025 T4 | — | — | — | $205K | 2.8% | |
| Vanguard Windsor II Investor Shares | — | — | — | $201K | 2.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $194K | 2.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $192K | 2.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $182K | 2.5% | |
| Vanguard High-Yield Corporate Admiral Fund | — | — | — | $141K | 1.9% | |
| CREF Global Equities R1 | — | — | — | $137K | 1.8% | |
| TIAA-CREF Nuveen Real Estate Securities Selections R6 | — | — | — | $129K | 1.7% | |
| TIAA Access Nuv Lifecycle 2040 T4 | — | — | — | $125K | 1.7% | |
| CREF Money Market R1 | — | — | — | $119K | 1.6% | |
| American Funds New Perspective Fund R4 | — | — | — | $106K | 1.4% | |
| American Funds New Economy R5 | — | — | — | $100K | 1.4% | |
| Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $88K | 1.2% | |
| American Beacon Select U.S. Long/Short Class I | — | — | — | $88K | 1.2% | |
| Invesco Global R6 | — | — | — | $84K | 1.1% | |
| TIAA Access Nuv Lifecycle 2020 T4 | — | — | — | $83K | 1.1% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 949 * TIAA-CREF CREF Core Bond R1 | — | — | — | $82K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $80K | 1.1% | |
| TIAA-CREF Nuveen Core Bond R6 | — | — | — | $74K | 1.0% | |
| Vanguard Mid Cap Growth Index Admiral Fund | — | — | — | $64K | 0.9% | |
| Vanguard Health Care Index Admiral Fund | — | — | — | $63K | 0.9% | |
| TIAA Access Nuv Lifecycle 2010 T4 | — | — | — | $55K | 0.7% | |
| TIAA Access Nuv Lifecycle 2045 T4 | — | — | — | $53K | 0.7% | |
| Vanguard Total International Bond Index Admin | — | — | — | $50K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $48K | 0.6% | |
| T Rowe Price Science Technology Fund | — | — | — | $47K | 0.6% | |
| DFA U.S. Targeted Val Port Inst | — | — | — | $44K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $44K | 0.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $42K | 0.6% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $41K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $39K | 0.5% | |
| TIAA-CREF Nuveen Bond Index Institutional | — | — | — | $37K | 0.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $37K | 0.5% | |
| Lord Abbett Total Return A | — | — | — | $34K | 0.5% | |
| TIAA Access Nuv Lifecycle 2035 T4 | — | — | — | $33K | 0.4% | |
| Participants Participant Loans Rates from 8.50% - 9.50% | — | — | — | $32K | 0.4% | |
| TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $27K | 0.4% | |
| Columbia Mid Cap Index Fund A | — | — | — | $25K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $23K | 0.3% | |
| TIAA-CREF Nuveen Equity Index Institutional | — | — | — | $19K | 0.3% | |
| CREF Social Choice R1 | — | — | — | $18K | 0.2% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $18K | 0.2% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $17K | 0.2% | |
| TIAA Access Nuv Sm-Cap Bl Idx T4 | — | — | — | $16K | 0.2% | |
| TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $15K | 0.2% | |
| TIAA Access Nuv Real Est Secs T4 | — | — | — | $14K | 0.2% | |
| TIAA-CREF Nuveen Emerging Markets Equity Index Institutional | — | — | — | $14K | 0.2% | |
| TIAA-CREF Nuveen Money Market Institutional | — | — | — | $11K | 0.1% | |
| TIAA-CREF Nuveen S&P 500 Idx-Rtmt 108 * TIAA-CREF Nuveen Small Cap Bl Index Institutional | — | — | — | $11K | 0.1% | |
| TIAA Access Nuv LargeCap Res Eq T4 | — | — | — | $10K | 0.1% | |
| TIAA Access Nuv Lifecycle 2050 T4 | — | — | — | $9K | 0.1% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $8K | 0.1% | |
| TIAA Access Nuv Equity Index T4 | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Core Bond Plus T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Quant Sml Cp Eq T4 | — | — | — | $2K | <0.1% | |
| TIAA-CREF Nuveen Large Cap Value R6 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Core Equity Idx T4 | — | — | — | $1K | <0.1% |