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Original filing (PDF)20251013142344NAL0001501313001
CHAPMAN UNIVERSITY
Form 5500
FILING_RECEIVED
CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,909
Accounts w/ balance
3,252
Plan assets (EOY)
$269.1M
Net assets (EOY)
$269.1M
How this plan invests
This plan
1 pooled trust
Schedule D
121 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
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAPMAN UNIVERSITY.
Plan sponsor
Name
CHAPMAN UNIVERSITY
EIN
95-1643992
Address
ONE UNIVERSITY DRIVE · ORANGE, CA · 928661005
Phone
(714) 997-6686
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | CUSTODIAN | $35 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER CO INC. | 04-2647786 | — | RECORDKEEPER | $4K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 5500TAX GROUP INC. | 20-2116576 | — | NONE | $19K | — |
| ALMICH & ASSOCIATES | 33-0526284 | — | NONE | $13K | — |
| BENEFIT FINANCIAL SERVICES GROUP | 20-8532658 | — | NONE | $4K | — |
Investments
120 direct securities · 1 pooled fund· $269.0M(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
$263.8M
119 holdings
Pooled Separate Account
$4.8M
1 holding
Guaranteed Income / GIC
$472K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non Benefit Responsive - | — | — | — | $32.7M | 12.1% | |
| TIAA-CREF CREF Stock R2 - | — | — | — | $19.3M | 7.2% | |
| TIAA-CREF CREF Growth R2 - | — | — | — | $15.6M | 5.8% | |
| TIAA-CREF CREF Equity Index R2 - | — | — | — | $13.1M | 4.9% | |
| Fidelity Funds Fidelity Contrafund K - | — | — | — | $9.1M | 3.4% | |
| Fidelity Funds Fidelity 500 Index - | — | — | — | $9.0M | 3.4% | |
| REGISTERD INVESTMENTS (continued) * TIAA-CREF CREF Social Choice R2 - | — | — | — | $8.7M | 3.2% | |
| TIAA-CREF AF New Perspective Fund R4 - | — | — | — | $7.4M | 2.7% | |
| Fidelity Funds Fidelity Freedom 2045 - | — | — | — | $6.2M | 2.3% | |
| Fidelity Funds Fidelity Freedom 2040 - | — | — | — | $6.2M | 2.3% | |
| TIAA-CREF T Rowe Price Dividend Growth - | — | — | — | $5.6M | 2.1% | |
| TIAA-CREF T. Rowe Price Retire 2045 Fund - | — | — | — | $5.4M | 2.0% | |
| Fidelity Funds Fidelity Freedom 2035 - | — | — | — | $5.3M | 2.0% | |
| TIAA-CREF T. Rowe Price Retire 2055 Fund - | — | — | — | $4.8M | 1.8% | |
| TIAA-CREF REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.8M | 1.8% | |
| TIAA-CREF T. Rowe Price Retire 2050 Fund - | — | — | — | $4.6M | 1.7% | |
| Fidelity Funds Fidelity Freedom 2030 - | — | — | — | $4.6M | 1.7% | |
| Fidelity Funds Fidelity Freedom 2050 - | — | — | — | $4.3M | 1.6% | |
| Fidelity Funds Fidelity Freedom 2025 - | — | — | — | $4.2M | 1.6% | |
| TIAA-CREF Vanguard Ttl Intl Stk Idx Adm - | — | — | — | $4.1M | 1.5% | |
| TIAA-CREF T. Rowe Price Retire 2040 Fund - | — | — | — | $4.1M | 1.5% | |
| TIAA-CREF T. Rowe Price Retire 2035 Fund - | — | — | — | $4.0M | 1.5% | |
| TIAA-CREF T Rowe Price Equity Income I - | — | — | — | $3.8M | 1.4% | |
| Fidelity Funds Fidelity Government Cash Reserve - | — | — | — | $3.8M | 1.4% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx Adm - | — | — | — | $3.6M | 1.3% | |
| Fidelity Funds Fidelity Puritan K - | — | — | — | $3.6M | 1.3% | |
| TIAA-CREF John Hancock Discip V Md Cp R6 - | — | — | — | $3.6M | 1.3% | |
| TIAA-CREF CREF Money Market R2 - | — | — | — | $3.4M | 1.3% | |
| Fidelity Funds Fidelity Blue Chip GR K6 - | — | — | — | $2.8M | 1.0% | |
| TIAA-CREF CREF Global Equities R2 - | — | — | — | $2.7M | 1.0% | |
| TIAA-CREF Amer Beacon Small Cap Value R6 - | — | — | — | $2.4M | 0.9% | |
| Fidelity Funds Self Directed Brokerage Link - | — | — | — | $2.4M | 0.9% | |
| TIAA-CREF Dodge & Cox Stock Fund Class X - | — | — | — | $2.3M | 0.9% | |
| TIAA-CREF AF EuroPacific Growth Fund R4 - | — | — | — | $2.3M | 0.9% | |
| TIAA-CREF T. Rowe Price Retire 2030 Fund - | — | — | — | $2.2M | 0.8% | |
| TIAA-CREF Vanguard Infl Protect Sec Inst - | — | — | — | $2.1M | 0.8% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 - | — | — | — | $2.1M | 0.8% | |
| Fidelity Funds Fidelity Freedom 2055 - | — | — | — | $2.1M | 0.8% | |
| TIAA-CREF T. Rowe Price Retire 2025 Fund - | — | — | — | $2.0M | 0.7% | |
| Metropolitan Life Ins Co Fixed Interest Account - | — | — | — | $1.9M | 0.7% | |
| TIAA-CREF T. Rowe Price Retire 2020 Fund - | — | — | — | $1.9M | 0.7% | |
| Metropolitan Life Ins Co Stock Index - | — | — | — | $1.5M | 0.6% | |
| Fidelity Funds Fidelity Freedom 2020 - | — | — | — | $1.5M | 0.6% | |
| TIAA-CREF Nuveen Money Market Retirement - | — | — | — | $1.4M | 0.5% | |
| Fidelity Funds AF Europacific Growth Fund R6 - | — | — | — | $1.4M | 0.5% | |
| Metropolitan Life Ins Co Amer Funds Growth Fund - | — | — | — | $1.3M | 0.5% | |
| Fidelity Funds Fidelity Extd Market Index - | — | — | — | $1.2M | 0.4% | |
| Fidelity Funds T. Rowe Price Equity Income - | — | — | — | $1.2M | 0.4% | |
| Fidelity Funds AF Fundmntl INV R6 - | — | — | — | $1.2M | 0.4% | |
| TIAA-CREF Dodge & Cox Income Fund - Cl X - | — | — | — | $1.2M | 0.4% | |
| Fidelity Funds JH DSCPL Val Mid Cap R6 - | — | — | — | $1.2M | 0.4% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS * TIAA-CREF Self Directed Acct - | — | — | — | $1.1M | 0.4% | |
| Fidelity Funds Fidelity Intl Index - | — | — | — | $1.1M | 0.4% | |
| TIAA-CREF CREF Core Bond R2 - | — | — | — | $1.0M | 0.4% | |
| Fidelity Funds Vanguard Small Cap Index ADM - | — | — | — | $996K | 0.4% | |
| TIAA-CREF PRIMECAP Odyssey Stock Fund - | — | — | — | $994K | 0.4% | |
| Fidelity Funds Fidelity US Bond Indx - | — | — | — | $955K | 0.4% | |
| Metropolitan Life Ins Co Fidelity VIP Growth - | — | — | — | $938K | 0.3% | |
| TIAA-CREF PGIM Jennison Mid Cap Grw R6 - | — | — | — | $935K | 0.3% | |
| Fidelity Funds Fidelity Strategic Income - | — | — | — | $769K | 0.3% | |
| Fidelity Funds Fidelity Freedom 2060 - | — | — | — | $763K | 0.3% | |
| Metropolitan Life Ins Co Amer Funds Grt-Inc Fund - | — | — | — | $710K | 0.3% | |
| TIAA-CREF Lord Abbett Developing Grw R6 - | — | — | — | $678K | 0.3% | |
| Fidelity Funds PGIM J Mid-Cap GR R6 - | — | — | — | $630K | 0.2% | |
| Fidelity Funds Dodge & Cox Income X - | — | — | — | $615K | 0.2% | |
| Fidelity Funds AF New Perspective Fund R6 - | — | — | — | $602K | 0.2% | |
| Fidelity Funds INVS Devlop Mkt R6 - | — | — | — | $572K | 0.2% | |
| TIAA-CREF MFS International New Disco R6 - | — | — | — | $532K | 0.2% | |
| TIAA-CREF T. Rowe Price Retire 2015 Fund - | — | — | — | $521K | 0.2% | |
| S * Fidelity Funds New York Life Guaranteeed Int Account - | Guaranteed Income / GIC | — | — | $472K | 0.2% | |
| TIAA-CREF T. Rowe Price Retire 2010 Fund - | — | — | — | $465K | 0.2% | |
| Fidelity Funds Fidelity Low Priced Stock - | — | — | — | $415K | 0.2% | |
| Metropolitan Life Ins Co Invesco Global Equity - | — | — | — | $380K | 0.1% | |
| Fidelity Funds LD ABT Dev Grth R6 - | — | — | — | $354K | 0.1% | |
| Metropolitan Life Ins Co T Rowe Small Cap Growth - | — | — | — | $333K | 0.1% | |
| Fidelity Funds Fidelity Freedom 2015 - | — | — | — | $331K | 0.1% | |
| REGISTERD INVESTMENTS (continued) * Fidelity Funds MFS International New Discovery R6 - | — | — | — | $321K | 0.1% | |
| Metropolitan Life Ins Co Russell 2000 Index - | — | — | — | $306K | 0.1% | |
| Fidelity Funds Fidelity Freedom Income K - | — | — | — | $266K | <0.1% | |
| Fidelity Funds Fidelity Small Cap Discovery - | — | — | — | $253K | <0.1% | |
| Metropolitan Life Ins Co Mid Cap Stock Index - | — | — | — | $230K | <0.1% | |
| Metropolitan Life Ins Co Frontier MidCap Gr Port - | — | — | — | $224K | <0.1% | |
| Metropolitan Life Ins Co Brighthouse/Wellington Large Cap - | — | — | — | $206K | <0.1% | |
| Metropolitan Life Ins Co T Rowe Large Cap Growth - | — | — | — | $195K | <0.1% | |
| Fidelity Funds PGIM High Yield R6 - | — | — | — | $195K | <0.1% | |
| Metropolitan Life Ins Co Morgan Stanley Discovery - | — | — | — | $184K | <0.1% | |
| Fidelity Funds ABF Sm Cap Value R6 - | — | — | — | $157K | <0.1% | |
| Fidelity Funds Fidelity Freedom 2065 - | — | — | — | $155K | <0.1% | |
| Fidelity Funds Vanguard Inflation Protection Adm - | — | — | — | $148K | <0.1% | |
| Metropolitan Life Ins Co MFS Value Portfolio - | — | — | — | $138K | <0.1% | |
| Metropolitan Life Ins Co Loomis Sayles Sm Cap Core - | — | — | — | $135K | <0.1% | |
| Fidelity Funds PGIM GLB Tot Rtn R6 - | — | — | — | $133K | <0.1% | |
| Metropolitan Life Ins Co Victory Sycamore Mid Cap - | — | — | — | $130K | <0.1% | |
| Fidelity Funds Fidelity Government Income - | — | — | — | $124K | <0.1% | |
| Metropolitan Life Ins Co Calvert VP SRI Balanced - | — | — | — | $111K | <0.1% | |
| Fidelity Funds Dodge & Cox Stock X - | — | — | — | $105K | <0.1% | |
| Metropolitan Life Ins Co Am Funds Global SC Fund - | — | — | — | $101K | <0.1% | |
| Metropolitan Life Ins Co Calvert VP SRI MdD Cap Growth - | — | — | — | $98K | <0.1% | |
| REGISTERED INVESTMENTS * Metropolitan Life Ins Co Fidelity VIP Equity-Income - | — | — | — | $87K | <0.1% | |
| Metropolitan Life Ins Co Brighthouse/Wellington Balanced - | — | — | — | $77K | <0.1% | |
| Metropolitan Life Ins Co MSCI EAFE Index - | — | — | — | $70K | <0.1% | |
| Metropolitan Life Ins Co Wstrn Asset Mgmt US Gov - | — | — | — | $68K | <0.1% | |
| Metropolitan Life Ins Co Baillie Intnl Stock - 965 * Metropolitan Life Ins Co Aggregate Bond Index - | — | — | — | $60K | <0.1% | |
| Metropolitan Life Ins Co MFS Research Int'l - | — | — | — | $55K | <0.1% | |
| Fidelity Funds Fidelity Freedom 2010 - | — | — | — | $47K | <0.1% | |
| Metropolitan Life Ins Co Neuberger Berman Genesis - | — | — | — | $39K | <0.1% | |
| TIAA-CREF TIAA Traditional Benefit Responsive - | — | — | — | $32K | <0.1% | |
| Metropolitan Life Ins Co Amer Funds Modert Alloc - | — | — | — | $24K | <0.1% | |
| Metropolitan Life Ins Co Amer Funds Growth Alloc - | — | — | — | $23K | <0.1% | |
| TIAA-CREF T. Rowe Price Retire 2005 Fund - | — | — | — | $22K | <0.1% | |
| Metropolitan Life Ins Co T Rowe Mid Cap Growth - | — | — | — | $20K | <0.1% | |
| Metropolitan Life Ins Co Brighthouse/Wellington Core Equity - | — | — | — | $16K | <0.1% | |
| Metropolitan Life Ins Co PIMCO Inflation Protected Bond - | — | — | — | $13K | <0.1% | |
| TIAA-CREF PGIM Global Total Return R6 - | — | — | — | $13K | <0.1% | |
| Metropolitan Life Ins Co Amer Funds Balanced Alloc - | — | — | — | $11K | <0.1% | |
| Metropolitan Life Ins Co Harris Oakmark Intrntnl - | — | — | — | $9K | <0.1% | |
| Metropolitan Life Ins Co Brighthouse Assets Alloc 80 - | — | — | — | $8K | <0.1% | |
| Metropolitan Life Ins Co MFS Total Return Portfolio - | — | — | — | $8K | <0.1% | |
| Metropolitan Life Ins Co PIMCO Total Return - | — | — | — | $4K | <0.1% | |
| Metropolitan Life Ins Co Wstrn Asset Mgmt Strategic Bond Oppor - | — | — | — | $3K | <0.1% | |
| Metropolitan Life Ins Co Clarion Glbl Rel Estate - | — | — | — | $1K | <0.1% |
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