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Original filing (PDF)20250804111447NAL0003334114001
TRUSTEES OF DARTMOUTH COLLEGE
Form 5500
FILING_RECEIVED
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
403(b) retirement plan
Active participants
4,433
Accounts w/ balance
6,829
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF DARTMOUTH COLLEGE.
Plan sponsor
Name
TRUSTEES OF DARTMOUTH COLLEGE
EIN
02-0222111
Address
HUMAN RESOURCES-6042 · 7 LEBANON STREET, SUITE 203 · HANOVER, NH · 037552112
Phone
(603) 646-3588
Industry
Educational Servicessee all
Plan administrator
Name
MICHELLE M. SCICHILONE
EIN
02-0222111
City
HANOVER, NH
Phone
(603) 646-3588
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS CO INC | 04-2647786 | — | RECORDKEEPER | $63K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $79K | — |
Investments
36 direct securities · 1 pooled fund· $959.4M(86% 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
$937.6M
36 holdings
Pooled Separate Account
$21.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Inst Fund " | — | — | — | $116.1M | 10.4% | |
| Vanguard Growth Index Fund Institutional Shares " | — | — | — | $102.5M | 9.2% | |
| CREF Stock R3 Variable annuity contract | — | — | — | $85.0M | 7.6% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $48.7M | 4.4% | |
| Vanguard Extended Money Market Inst Fund " | — | — | — | $46.2M | 4.1% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $41.5M | 3.7% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $39.5M | 3.5% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $36.8M | 3.3% | |
| CREF Social Choice R3 " | — | — | — | $36.0M | 3.2% | |
| Vanguard Total International Stock Index Fund Institutional Shares " | — | — | — | $35.4M | 3.2% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $32.3M | 2.9% | |
| Vanguard Total Bond Market Index Fund Institutional Shares " | — | — | — | $31.5M | 2.8% | |
| Vanguard Value Index Fund Institutional Shares " | — | — | — | $27.6M | 2.5% | |
| Vanguard Federal Money Market Inv Fund " | — | — | — | $23.9M | 2.1% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $23.7M | 2.1% | |
| CREF Growth R3 " | — | — | — | $23.1M | 2.1% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $21.7M | 1.9% | |
| CREF Equity Index R3 " | — | — | — | $21.6M | 1.9% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $20.9M | 1.9% | |
| Vanguard Inflation Protected Securities Inst Fund " | — | — | — | $14.6M | 1.3% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $14.2M | 1.3% | |
| TIAA Traditional Non Benefit Responsive Contract Insurance contract (non benefit-responsive) | — | — | — | $14.2M | 1.3% | |
| Vanguard FTSE Social Index Fund Institutional Shares " | — | — | — | $13.8M | 1.2% | |
| T. Rowe Price Institutional Large Cap Core Growth Fund " | — | — | — | $13.6M | 1.2% | |
| Vanguard Small Cap Value Index Fund Institutional Shares " | — | — | — | $13.6M | 1.2% | |
| American EuroPacific Growth Fund R6 " | — | — | — | $13.2M | 1.2% | |
| CREF Global Equities R3 " | — | — | — | $12.9M | 1.2% | |
| PGIM Total Return Bond Fund Class R6 " | — | — | — | $9.9M | 0.9% | |
| Vanguard Small Cap Growth Index Fund Institutional Shares " | — | — | — | $6.1M | 0.6% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $3.9M | 0.4% | |
| CREF Core Bond R3 " | — | — | — | $3.8M | 0.3% | |
| CREF Money Market R3 " | — | — | — | $3.7M | 0.3% | |
| CREF Inflation-Linked Bond R3 " | — | — | — | $3.6M | 0.3% | |
| MFS Value Fund Class R6 " | — | — | — | $1.9M | 0.2% | |
| BTW Balanced Fund " | — | — | — | $1.4M | 0.1% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1.1M | 0.1% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $68K | <0.1% |