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Original filing (PDF)20250903134022NAL0009441379001
PACIFIC UNIVERSITY
Form 5500
FILING_RECEIVED
PACIFIC UNIVERSITY SECTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,342
Accounts w/ balance
1,615
Plan assets (EOY)
$243.3M
Net assets (EOY)
$243.3M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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 UNIVERSITY.
Plan sponsor
Name
PACIFIC UNIVERSITY
EIN
93-0386892
Address
2043 COLLEGE WAY · FOREST GROVE, OR · 97116
Phone
(503) 352-2237
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
2025-09-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KBF CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $192K | — |
| ENDEAVOR RETIREMENT, LLC | 86-2036949 | — | NONE | $24K | — |
| PRUDENT INVESTOR ADVISORS,LLC | 65-1306741 | — | NONE | $19K | — |
| KBF CPAS LLP | 82-1030164 | — | NONE | $18K | — |
Investments
41 direct securities · 1 pooled fund· $242.7M(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
$240.0M
41 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | — | — | — | $22.2M | 9.1% | |
| TIAA-CREF Lifecycle 2040 Index Institutional Class | — | — | — | $17.6M | 7.2% | |
| TIAA-CREF Lifecycle 2035 Index Institutional Class | — | — | — | $15.7M | 6.5% | |
| TIAA Traditional Annuity - Benefit Responsive | — | — | — | $14.5M | 6.0% | |
| CREF Stock Account R2 | — | — | — | $14.3M | 5.9% | |
| TIAA-CREF Lifecycle 2030 Index Institutional Class | — | — | — | $13.4M | 5.5% | |
| TIAA-CREF Lifecycle 2045 Index Institutional Class | — | — | — | $12.4M | 5.1% | |
| TIAA-CREF Lifecycle 2050 Index Institutional Class | — | — | — | $10.0M | 4.1% | |
| TIAA-CREF International Equity Index Institutional Class | — | — | — | $9.8M | 4.0% | |
| TIAA-CREF Lifecycle 2025 Index Institutional Class | — | — | — | $9.6M | 4.0% | |
| CREF Social Choice Account R2 | — | — | — | $9.5M | 3.9% | |
| TIAA-CREF S&P 500 Index Institutional Class | — | — | — | $9.4M | 3.9% | |
| TIAA-CREF Large Cap Value Index Institutional Class | — | — | — | $8.5M | 3.5% | |
| CREF Equity Index Account R2 | — | — | — | $7.2M | 3.0% | |
| CREF Global Equities Account R2 | — | — | — | $7.1M | 2.9% | |
| CREF Growth Account R2 | — | — | — | $6.7M | 2.8% | |
| TIAA-CREF Equity Index Institutional Class | — | — | — | $5.9M | 2.4% | |
| TIAA-CREF Large Cap Growth Index Institutional Class | — | — | — | $5.1M | 2.1% | |
| TIAA-CREF Bond Index Fund Institutional Class | — | — | — | $4.4M | 1.8% | |
| TIAA-CREF Lifecycle 2020 Index Institutional Class | — | — | — | $4.2M | 1.7% | |
| TIAA-CREF Small Cap Balanced Index Institutional Class | — | — | — | $3.9M | 1.6% | |
| TIAA-CREF Lifecycle 2055 Index Institutional Class | — | — | — | $2.9M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 1.1% | |
| CREF Core Bond Account R2 | — | — | — | $2.6M | 1.1% | |
| Vanguard Real Estate Index Admiral Shares | — | — | — | $2.1M | 0.9% | |
| Vanguard Federal Money Market Fund | — | — | — | $2.1M | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | — | — | — | $2.0M | 0.8% | |
| Vanguard International Value Investment Fund | — | — | — | $2.0M | 0.8% | |
| Virtus KAR International Equity Fund Institutional Shares | — | — | — | $1.8M | 0.8% | |
| MFS Mass Investors Growth Stock | — | — | — | $1.8M | 0.7% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $1.8M | 0.7% | |
| MFS Value Fund Class R6 | — | — | — | $1.5M | 0.6% | |
| TIAA-CREF Lifecycle 2015 Index Institutional Class | — | — | — | $1.3M | 0.5% | |
| TIAA-CREF Core Bond Plus Institutional Class | — | — | — | $1.1M | 0.5% | |
| CREF Inflation-Linked Bond Account R2 | — | — | — | $1.1M | 0.4% | |
| TIAA-CREF Lifecycle 2060 Index Institutional Class | — | — | — | $1.0M | 0.4% | |
| CREF Money Market Account R2 | — | — | — | $940K | 0.4% | |
| TIAA-CREF Lifecycle 2010 Index Institutional Class | — | — | — | $871K | 0.4% | |
| Various | — | — | — | $856K | 0.4% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $527K | 0.2% | |
| TIAA-CREF Lifecycle 2065 Index Institutional Class | — | — | — | $128K | <0.1% | |
| TIAA-CREF Lifecycle Index Retirement Income Institutional Class | — | — | — | $69K | <0.1% |
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$12.5B
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$12.1B
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