Original filing (PDF)20250930144920NAL0005550099001

SEATTLE UNIVERSITY

Name: SEATTLE UNIVERSITY — SEATTLE UNIVERSITY EMPLOYEES RETIREMENT PLAN, Form 5500 (2024)
Creator: SEATTLE UNIVERSITY

Form 5500

FILING_RECEIVED

SEATTLE UNIVERSITY EMPLOYEES RETIREMENT PLAN

403(b) retirement plan

Signals · 1

100% in single holding

Active participants

2,024

Accounts w/ balance

3,667

Plan assets (EOY)

$478.9M

Net assets (EOY)

$478.9M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEATTLE UNIVERSITY.

Plan sponsor

Name

SEATTLE UNIVERSITY

EIN

91-0565006

Address

901 12TH AVENUE · SEATTLE, WA · 98122

Phone

(206) 296-5870

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

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INSTL OPS CO	04-2647786	—	RECORDKEEPER	$225K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MULTINOMAH GROUP INC	20-0361079	—	CONSULTANT	$10K	—

Investments

2 direct securities · 1 pooled fund· $482.1M(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

$478.1M

1 holding

Pooled Separate Account

$3.2M

1 holding

Participant loans

$764K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Value * Various 403(b) Annuity Contracts and Custodial Accounts	—	—	—	$478.1M	99.8%

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