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The Bob Jones University Retirement Fund

401(k) Plan

on behalf of Bob Jones University

1700 Wade Hampton Blvd
Greenville, SC 29614
Phone: (864) 242-5100
Associated EIN: 570360095

The Bob Jones University Retirement Fund is a 401(k) Plan sponsored by Bob Jones University. It is located in Greenville, SC.

The Bob Jones University Retirement Fund has a $38,531,000 portfolio that is mostly invested in Managed Accounts as of 2009-05-31. Its portfolio has $2,618,000 in annual income, the majority of which is from Contributions. Its expenses total $11,979,000 annually. Its largest expense is Capital Losses.

ContactRoleAddressPhone
John D. MatthewsSponsor, Administrator
1700 Wade Hampton Blvd
Greenville, SC 29614
(864) 242-5100

Institutional Portfolio Assets (000):38,531
Managed Accounts37,847
Fixed Income-
Equities-
Loans & Leases684
Real Estate-
Other Investments-
Derivatives-
Cash-
Commodities-
Portfolio Liabilities (000):0
Short Term-
Long Term-
Other-
Portfolio Income (000):2,618
Other-
Loans & Leases-
Interest-
Contributions2,618
Dividends-
Capital Gains-
Portfolio Expenses (000):11,979
Other-
Capital Losses10,271
Fees2
Interest42
Distributions1,664
Qualified Client
Accredited Investor
Qualified Purchaser
Qualified Institutional Buyer
Allocation:98/2/0
Leverage ratio:0:1
Investment yield:0%
New capital yield:-24.29%
Tax status:tax-exempt
Notes
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Accurate as of: 2009-05-31. Some financial data represents an annualized extrapolation from periodic reporting.
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