How big is The University Corporation's plan?

The University Corporation's plan reported $13.8M in assets and 409 participants for 2023.

Original filing (PDF)20250408132642NAL0027899424001

The University Corporation

Name: The University Corporation — The University, Form 5500 (2023)
Creator: The University Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The University Corporation 403(b) Plan

403(b) retirement plan · The University Corporation's The University Corporation 403(b) Plan held $13.8M in plan assets for 409 participants in 2023, with Principal as recordkeeper.

Active participants

409

Accounts w/ balance

308

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Grace Slavik signed The University Corporation's 2023 Form 5500 as plan administrator.

Grace Slavik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The University Corporation's EIN is 95-1992732.

EIN 95-1992732

Plan number 002

Plan year 2023

ACK ID 20250408132642NAL0027899424001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The University Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The University Corporation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIVERSITY CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

THE UNIVERSITY CORPORATION

EIN

all filings

Address

18111 NORDHOFF STREET · NORTHRIDGE, CA · 91330

Phone

(818) 677-2981

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$28K	—
ASCENSUS	82-3719843	—	OTHER SERVICES	$0	—

Investments

43 direct securities · 1 pooled fund· $13.3M(97% 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.

Other securities

$5.7M

8 holdings

Mutual Funds

$3.7M

28 holdings

Stable Value

$2.4M

1 holding

Common Collective Trusts

$1.5M

6 holdings

Pooled Separate Account

$23K

1 holding

					% of plan
Fully benefit-responsive investment contracts * Principal Fixed Income Guaranteed Option Guaranteed Investment Contract	Stable Value	—	—	$2.4M	17.5%
Voya Intermediate Bond Fund Mutual Fund	Other securities	—	—	$2.1M	15.3%
JP Morgan Equity Income Fund Mutual Fund	Other securities	—	—	$1.4M	10.2%
T. Rowe Price Large Cap Growth Fund Mutual Fund	Other securities	—	—	$1.2M	8.4%
Principal Large Cap S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	7.5%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$954K	6.9%
MFS International Intrinsic Value Fund Mutual Fund	Mutual Funds	—	—	$889K	6.5%
CREF Stock Account Mutual Fund	Mutual Funds	—	—	$454K	3.3%
Fidelity Advisor Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$364K	2.6%
American Century Mid-Cap Value Fund Mutual Fund	Other securities	—	—	$326K	2.4%
BlackRock Mid-Cap Growth Equity Fund Mutual Fund	Other securities	—	—	$290K	2.1%
Columbia Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$281K	2.0%
Federated Hermes MDT Small Cap Growth Fund Mutual Fund	Other securities	—	—	$280K	2.0%
TIAA Traditional Annuity Guaranteed Interest Contract	Mutual Funds	—	—	$237K	1.7%
CREF Global Equities Mutual Fund	Mutual Funds	—	—	$132K	1.0%
Principal International Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$129K	0.9%
MFS Utilities Fund Mutual Fund	Mutual Funds	—	—	$108K	0.8%
PGIM High-Yield Fund Mutual Fund	Other securities	—	—	$83K	0.6%
CREF Equity Index Mutual Fund	Common Collective Trusts	—	—	$79K	0.6%
CREF Growth Mutual Fund	Mutual Funds	—	—	$74K	0.5%
Principal Real Estate Securities Fund Mutual Fund	Other securities	—	—	$58K	0.4%
Investments * CREF Core Bond Mutual Fund	Mutual Funds	—	—	$53K	0.4%
TIAA Access Nuveen Lifecycle 2025 Asset Allocation Mutual Fund 237 * TIAA Access Nuveen Lifecycle 2030 Asset Allocation Mutual Fund	Mutual Funds	—	—	$45K	0.3%
CREF Money Market Money Market Mutual Fund	Mutual Funds	—	—	$45K	0.3%
TIAA Access Nuveen Large Cap Responsible Equity Mutual Fund	Mutual Funds	—	—	$45K	0.3%
CREF Inflation-Linked Bond Mutual Fund	Mutual Funds	—	—	$42K	0.3%
CREF Social Choice Mutual Fund	Mutual Funds	—	—	$38K	0.3%
Janus Henderson Balanced Fund Mutual Fund	Mutual Funds	—	—	$35K	0.3%
TIAA Access Nuveen Large-Cap Value Mutual Fund	Mutual Funds	—	—	$31K	0.2%
TIAA Access Nuveen International Equity Mutual Fund	Mutual Funds	—	—	$24K	0.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$23K	0.2%
TIAA Access Nuveen Mid-Cap Value Mutual Fund	Mutual Funds	—	—	$21K	0.1%
Invesco Developing Markets Fund Mutual Fund	Mutual Funds	—	—	$14K	0.1%
TIAA Access Nuveen Quant Small Cap Equity Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
TIAA Access Nuveen Small Cap Blend Index Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
TIAA Access Nuveen Lifecycle 2050 Asset Allocation Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
TIAA Access Nuveen Real Estate Securities Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Principal Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
MFS Government Securities Fund Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
TIAA Access Nuveen Large-Cap Growth Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
TIAA Access Nuveen Inflation-Linked Bond Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
TIAA Access Nuveen Equity Index Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
TIAA Access Nuveen Mid-Cap Growth Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
TIAA Access Nuveen Core Bond Mutual Fund	Mutual Funds	—	—	$1K	<0.1%