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Original filing (PDF)20250828110040NAL0005472659001
WESTMINSTER UNIVERSITY
Form 5500
FILING_RECEIVED
WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
597
Accounts w/ balance
958
Plan assets (EOY)
$86.7M
Net assets (EOY)
$86.7M
How this plan invests
This plan
1 pooled trust
Schedule D
100 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTMINSTER UNIVERSITY.
Plan sponsor
Name
WESTMINSTER UNIVERSITY
EIN
87-0212470
Address
1840 SOUTH 1300 EAST · SALT LAKE CITY, UT · 84105
Phone
(801) 832-2126
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
2025-08-28
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $67K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | RECORDKEEPING | $21K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $30K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Investments
99 direct securities · 1 pooled fund· $86.6M(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
$78.8M
98 holdings
Guaranteed Income / GIC
$6.4M
1 holding
Pooled Separate Account
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies Fidelity 500 Index Registered Investment Companies | — | — | — | $6.9M | 8.0% | |
| CREF Stock R2 Registered Investment Companies | — | — | — | $6.8M | 7.8% | |
| s * TIAA Traditional Non Benefit Responsive Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $6.4M | 7.4% | |
| Fidelity Freedom Index 2030 Premier Registered Investment Companies | — | — | — | $5.1M | 5.8% | |
| Fidelity Freedom Index 2035 Premier Registered Investment Companies | — | — | — | $4.4M | 5.1% | |
| Fidelity Freedom Index 2025 Premier Registered Investment Companies | — | — | — | $4.2M | 4.9% | |
| Fidelity Freedom Index 2040 Premier Registered Investment Companies | — | — | — | $3.8M | 4.4% | |
| Fidelity Freedom Index 2045 Premier Registered Investment Companies | — | — | — | $3.2M | 3.7% | |
| CREF Global Equities R2 Registered Investment Companies | — | — | — | $3.1M | 3.6% | |
| CREF Growth R2 Registered Investment Companies | — | — | — | $2.4M | 2.8% | |
| Fidelity Freedom Index 2050 Premier Registered Investment Companies | — | — | — | $2.2M | 2.5% | |
| PGIM Total Return Bond R6 Registered Investment Companies | — | — | — | $2.0M | 2.3% | |
| Fully benefit-responsive investment contract * TIAA TRADITIONAL BENEFIT RESPONSIVE Fully benefit-responsive investment contract ** † | — | — | — | $2.0M | 2.3% | |
| FIXED ACCOUNT PLUS Guaranteed Investment Contract | — | — | — | $1.8M | 2.1% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $1.8M | 2.0% | |
| Fidelity International Index Registered Investment Companies | — | — | — | $1.7M | 2.0% | |
| CREF Social Choice R2 Registered Investment Companies | — | — | — | $1.5M | 1.8% | |
| JPMorgan Equity Income R6 Registered Investment Companies | — | — | — | $1.4M | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| Fidelity Freedom Index 2020 Premier Registered Investment Companies | — | — | — | $1.3M | 1.5% | |
| Fidelity Large Cap Growth Index Registered Investment Companies | — | — | — | $1.2M | 1.4% | |
| Fidelity Small Cap Index Registered Investment Companies | — | — | — | $1.2M | 1.4% | |
| CREF Equity Index R2 Registered Investment Companies | — | — | — | $1.2M | 1.4% | |
| Fidelity Freedom Index 2055 Premier Registered Investment Companies | — | — | — | $1.2M | 1.4% | |
| Calvert US Large Cap Core Rspnd Index R6 Registered Investment Companies | — | — | — | $1.1M | 1.3% | |
| Fidelity Freedom Index 2060 Premier Registered Investment Companies | — | — | — | $1.0M | 1.2% | |
| CREF Core Bond R2 Registered Investment Companies | — | — | — | $978K | 1.1% | |
| Nuveen Large Cap Responsible Equity R6 Registered Investment Companies | — | — | — | $870K | 1.0% | |
| Eagle Mid Cap Growth R6 Registered Investment Companies | — | — | — | $862K | 1.0% | |
| TFLIC Fixed Fully benefit-responsive investment contract ** † | — | — | — | $792K | 0.9% | |
| INTERNATL EQUITIES INDEX FUND Pooled Separate Accounts | — | — | — | $746K | 0.9% | |
| Victory Sycamore Established Value I Registered Investment Companies | — | — | — | $685K | 0.8% | |
| AB Sustainable Global Thematic I Registered Investment Companies | — | — | — | $667K | 0.8% | |
| CREF Inflation-Linked Bond R2 Registered Investment Companies | — | — | — | $644K | 0.7% | |
| MID CAP STRATEGIC GWTH Pooled Separate Accounts | — | — | — | $640K | 0.7% | |
| Fidelity Freedom Index Income Premier Registered Investment Companies | — | — | — | $568K | 0.7% | |
| STOCK INDEX FUND Pooled Separate Accounts | — | — | — | $501K | 0.6% | |
| Principal Real Estate Securities Inst Registered Investment Companies | — | — | — | $494K | 0.6% | |
| Fidelity International Bond Index Registered Investment Companies | — | — | — | $492K | 0.6% | |
| American Funds New World R6 Registered Investment Companies | — | — | — | $478K | 0.6% | |
| CREF Money Market R2 Registered Investment Companies | — | — | — | $410K | 0.5% | |
| CALVERT US LARGE CAP GROWTH RSPNB INDEX I Registered Investment Companies | — | — | — | $400K | 0.5% | |
| LARGE CAPITAL GROWTH Pooled Separate Accounts | — | — | — | $388K | 0.4% | |
| VANGUARD WELLINGTON FUND INC Pooled Separate Accounts | — | — | — | $382K | 0.4% | |
| GROWTH FUND Pooled Separate Accounts | — | — | — | $343K | 0.4% | |
| SCIENCE & TECHNOLOGY FUND Pooled Separate Accounts | — | — | — | $319K | 0.4% | |
| INTL SOCIALLY RESPONSIBLE FUND Pooled Separate Accounts | — | — | — | $310K | 0.4% | |
| CORE BOND FUND Pooled Separate Accounts | — | — | — | $305K | 0.4% | |
| Undiscovered Mgrs Behavioral Value L Registered Investment Companies | — | — | — | $277K | 0.3% | |
| Janus Henderson Triton N Registered Investment Companies | — | — | — | $276K | 0.3% | |
| VANGUARD WINDSOR II Pooled Separate Accounts | — | — | — | $232K | 0.3% | |
| GOVERNMENT SECURITIES FUND Pooled Separate Accounts | — | — | — | $222K | 0.3% | |
| SYSTEMATIC GROWTH FUND Pooled Separate Accounts | — | — | — | $214K | 0.2% | |
| NASDAQ-100(R) INDEX FUND Pooled Separate Accounts | — | — | — | $207K | 0.2% | |
| MID CAP INDEX FUND Pooled Separate Accounts | — | — | — | $205K | 0.2% | |
| SMALL CAP INDEX FUND Pooled Separate Accounts | — | — | — | $164K | 0.2% | |
| MID CAP VALUE FUND Pooled Separate Accounts | — | — | — | $157K | 0.2% | |
| percent, maturing through April 2029 - | — | — | — | $146K | 0.2% | |
| VC I CAPITAL APPRECIATION Pooled Separate Accounts | — | — | — | $130K | 0.2% | |
| LOAN COLLATERAL FUND Pooled Separate Accounts | — | — | — | $120K | 0.1% | |
| Fidelity Freedom Index 2065 Premier Registered Investment Companies | — | — | — | $116K | 0.1% | |
| GS VIT GOV MONEY MKT FD INST Registered Investment Companies | — | — | — | $106K | 0.1% | |
| SYSTEMATIC CORE FUND Pooled Separate Accounts | — | — | — | $102K | 0.1% | |
| SHORT TERM FIXED ACCOUNT Guaranteed Investment Contract | — | — | — | $85K | <0.1% | |
| HIGH YIELD BOND FUND Pooled Separate Accounts | — | — | — | $82K | <0.1% | |
| INTERNATIONAL VALUE FUND Pooled Separate Accounts | — | — | — | $81K | <0.1% | |
| GROWTH FUND Registered Investment Companies | — | — | — | $77K | <0.1% | |
| ARIEL APPRECIATION FUND Pooled Separate Accounts | — | — | — | $76K | <0.1% | |
| LARGE CAPITAL GROWTH Registered Investment Companies | — | — | — | $75K | <0.1% | |
| SMALL CAP GROWTH FUND Pooled Separate Accounts | — | — | — | $75K | <0.1% | |
| INFLATION PROTECTED FUND Pooled Separate Accounts | — | — | — | $73K | <0.1% | |
| ARIEL FUND Pooled Separate Accounts | — | — | — | $69K | <0.1% | |
| VANGUARD LONG-TERM TREASURY Pooled Separate Accounts | — | — | — | $66K | <0.1% | |
| INTL SOCIALLY RESPONSIBLE FUND Registered Investment Companies | — | — | — | $58K | <0.1% | |
| CORE BOND FUND Registered Investment Companies | — | — | — | $40K | <0.1% | |
| EMERGING ECONOMIES Pooled Separate Accounts | — | — | — | $38K | <0.1% | |
| ARIEL APPRECIATION FUND Registered Investment Companies | — | — | — | $22K | <0.1% | |
| STOCK INDEX FUND Pooled Separate Accounts | — | — | — | $22K | <0.1% | |
| VANGUARD LT INV-GRADE FUND Pooled Separate Accounts | — | — | — | $21K | <0.1% | |
| VANGUARD LIFESTRATEGY GROWTH Pooled Separate Accounts | — | — | — | $21K | <0.1% | |
| STOCK INDEX FUND Registered Investment Companies | — | — | — | $19K | <0.1% | |
| VANGUARD WELLINGTON FUND INC Registered Investment Companies | — | — | — | $19K | <0.1% | |
| EMERGING ECONOMIES Registered Investment Companies | — | — | — | $19K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND Registered Investment Companies | — | — | — | $14K | <0.1% | |
| GOVERNMENT SECURITIES FUND Registered Investment Companies | — | — | — | $12K | <0.1% | |
| SMALL CAP SPECIAL VALUE FUND Pooled Separate Accounts | — | — | — | $12K | <0.1% | |
| SYSTEMATIC CORE FUND Registered Investment Companies | — | — | — | $12K | <0.1% | |
| INFLATION PROTECTED FUND Registered Investment Companies | — | — | — | $10K | <0.1% | |
| VANGUARD LIFESTRATEGY MODERA Pooled Separate Accounts | — | — | — | $9K | <0.1% | |
| SMALL CAP INDEX FUND Registered Investment Companies | — | — | — | $8K | <0.1% | |
| MID CAP VALUE FUND Registered Investment Companies | — | — | — | $7K | <0.1% | |
| HIGH YIELD BOND FUND Registered Investment Companies | — | — | — | $7K | <0.1% | |
| INTERNATIONAL VALUE FUND Registered Investment Companies | — | — | — | $6K | <0.1% | |
| Principal Diversified Real Asset R6 Registered Investment Companies | — | — | — | $5K | <0.1% | |
| SMALL CAP GROWTH FUND Registered Investment Companies | — | — | — | $5K | <0.1% | |
| GLOBAL STRATEGY Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| MID CAP INDEX FUND Registered Investment Companies | — | — | — | $3K | <0.1% | |
| VANGUARD WINDSOR II Registered Investment Companies | — | — | — | $3K | <0.1% | |
| VC I CAPITAL APPRECIATION Registered Investment Companies | — | — | — | $2K | <0.1% | |
| LOAN ESCROW FUND Pooled Separate Accounts | — | — | — | $1K | <0.1% |
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