Original filing (PDF)20250415185422NAL0003825393001

BOWDOIN COLLEGE

Name: BOWDOIN COLLEGE — BOWDOIN COLLEGE RETIREMENT PLAN, Form 5500 (2023)
Creator: BOWDOIN COLLEGE

Form 5500

FILING_RECEIVED

BOWDOIN COLLEGE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

892

Accounts w/ balance

2,085

Plan assets (EOY)

$255.2M

Net assets (EOY)

$255.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWDOIN COLLEGE.

Plan sponsor

Name

BOWDOIN COLLEGE

EIN

01-0215213

Address

3500 COLLEGE STATION · BRUNSWICK, ME · 040118426

Phone

(207) 725-3838

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$115K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS LLC	36-4001764	—	CONSULTANTS	$34K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $553K(0% 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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$553K	0.2%

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