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Original filing (PDF)20251013171742NAL0001658993001
PACIFIC LUTHERAN UNIVERSITY
Form 5500
FILING_RECEIVED
PACIFIC LUTHERAN UNIVERSITY 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
592
Accounts w/ balance
1,538
Plan assets (EOY)
$240.3M
Net assets (EOY)
$240.3M
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)
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PACIFIC LUTHERAN UNIVERSITY.
Plan sponsor
Name
PACIFIC LUTHERAN UNIVERSITY
EIN
91-0565571
Address
12180 PARK AVENUE S. · TACOMA, WA · 98447
Phone
(253) 535-7185
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
2025-10-13
Pension benefit codes
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $147K | — |
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $33K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $5K | — |
Investments
40 direct securities · 1 pooled fund· $240.1M(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
$233.4M
39 holdings
Mutual Funds
$4.9M
1 holding
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contract – Nonbenefit-Responsive | — | — | — | $50.5M | 21.0% | |
| Variable Annuity Accounts CREF Stock R2 31,956 Units | — | — | $32K | $29.1M | 12.1% | |
| Vanguard Inst Idx Inst 42,124 Shares | — | — | $42K | $20.2M | 8.4% | |
| CREF Stock R4 14,558 Shares | — | — | $15K | $13.4M | 5.6% | |
| TRowe Price Retirement 2040 I 371,022 Shares | — | — | $371K | $11.3M | 4.7% | |
| TRowe Price Retirement 2045 I 384,152 Shares | — | — | $384K | $8.6M | 3.6% | |
| TRowe Price Retirement 2035 I 377,356 Shares | — | — | $377K | $7.9M | 3.3% | |
| CREF Social Choice R4 18,750 Shares | — | — | $19K | $7.0M | 2.9% | |
| TIAA Traditional Annuity Contract – Fully Benefit-Responsive | — | — | — | $6.7M | 2.8% | |
| TRowe Price Retirement 2050 I 348,365 Shares | — | — | $348K | $6.6M | 2.7% | |
| CREF Social Choice R2 17,602 Units | — | — | $18K | $6.5M | 2.7% | |
| Vanguard Extended Mkt Idx Inst 44,166 Shares | — | — | $44K | $6.4M | 2.6% | |
| TRowe Price Retirement 2030 I 216,390 Shares | — | — | $216K | $5.5M | 2.3% | |
| American EuroPac Growth R6 91,276 Shares | Mutual Funds | — | $91K | $4.9M | 2.0% | |
| CREF Growth R2 9,158 Units | — | — | $9K | $4.8M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Adm 485,996 Shares | — | — | $486K | $4.6M | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm 139,633 Shares | — | — | $140K | $4.4M | 1.8% | |
| JP Morgan Large Cap Growth R6 50,627 Shares | — | — | $51K | $4.2M | 1.8% | |
| CREF Equity Index R2 7,875 Units | — | — | $8K | $4.0M | 1.7% | |
| TRowe Price Retirement 2025 I 213,489 Shares | — | — | $213K | $3.5M | 1.5% | |
| TRowe Price Retirement 2020 I 187,887 Shares | — | — | $188K | $3.5M | 1.5% | |
| MFS Value Fund Class R6 71,050 Shares | — | — | $71K | $3.4M | 1.4% | |
| CREF Global Equities R2 8,710 Units | — | — | $9K | $3.0M | 1.3% | |
| Vanguard Real Estate Idx Adm 23,283 Shares | — | — | $23K | $2.9M | 1.2% | |
| PGIM Total Return Bond R6 185,641 Shares | — | — | $186K | $2.2M | 0.9% | |
| Vanguard S-T Inf Pro Sec Idx Adm 78,091 Shares | — | — | $78K | $1.9M | 0.8% | |
| Northern Small Cap Value Fund 138,896 Shares | — | — | $139K | $1.8M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.8M | 0.7% | |
| TRowe Price Retirement 2055 I 87,243 Shares | — | — | $87K | $1.7M | 0.7% | |
| TRowe Price Retirement 2015 I 133,974 Shares | — | — | $134K | $1.7M | 0.7% | |
| CREF Money Market R2 56,086 Units | — | — | $56K | $1.7M | 0.7% | |
| Vanguard Federal Money Mkt Inv 1,433,627 Shares | — | — | $1.4M | $1.4M | 0.6% | |
| Conestoga Small Cap Instl 8,910 Shares | — | — | $9K | $708K | 0.3% | |
| TRowe Price Retirement 2060 I 41,474 Shares | — | — | $41K | $688K | 0.3% | |
| CREF Core Bond R2 3,681 Units | — | — | $4K | $493K | 0.2% | |
| CREF Inflation-Linked Bond R2 4,210 Units | — | — | $4K | $355K | 0.1% | |
| TRowe Price Retirement 2010 I 22,959 Shares | — | — | $23K | $348K | 0.1% | |
| DFA Intl Small Company I 6,817 Shares | — | — | $7K | $132K | <0.1% | |
| TRowe Price Retirement 2005 I 9,949 Shares | — | — | $10K | $119K | <0.1% | |
| TRowe Price Retirement 2065 I 855 Shares | — | — | — | $11K | <0.1% | |
| DFA World Ex US Value Inst 436 Shares | — | — | — | $6K | <0.1% |
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