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Original filing (PDF)20250910084435NAL0021007073001
CHAMPLAIN COLLEGE INCORPORATED
Form 5500
FILING_RECEIVED
CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
396
Accounts w/ balance
810
Plan assets (EOY)
$116.5M
Net assets (EOY)
$116.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHAMPLAIN COLLEGE INCORPORATED.
Plan sponsor
Name
CHAMPLAIN COLLEGE INCORPORATED
EIN
03-0220266
Address
P.O. BOX 670 · BURLINGTON, VT · 05401
Phone
(802) 865-5451
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
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
MCSOLEY MCCOY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $93K | — |
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | NONE | $24K | — |
| MCSOLEY MCCOY & CO. | 03-0327374 | — | NONE | $16K | — |
| SETAWAY LLC | 46-5055797 | — | NONE | $15K | — |
Investments
31 direct securities · 1 pooled fund· $116.2M(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
$115.3M
31 holdings
Pooled Separate Account
$895K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Annuity (including $14,044,943 fully benefit-responsive portion) | — | — | $14.0M | $26.0M | 22.3% | |
| Nuveen-CREF Eq Index-Inst | — | — | $462K | $18.9M | 16.2% | |
| Nuveen-CREF Intl Eq Idx-Inst | — | — | $826K | $18.2M | 15.6% | |
| Vanguard Small-Cap Idx Adm | — | — | $96K | $11.0M | 9.5% | |
| TIAA-CREF CREF Stock R2 | — | — | $11K | $10.0M | 8.5% | |
| CREF Growth R2 | — | — | $10K | $5.2M | 4.5% | |
| Vanguard Real Estate Idx Adm | — | — | $34K | $4.2M | 3.6% | |
| DFA Inflation ProtSecPortInst | — | — | $380K | $4.1M | 3.5% | |
| CREF Global Equities R2 346 | — | — | — | $3.7M | 3.2% | |
| Nuveen -CREF Core Bond-Inst | — | — | $394K | $3.6M | 3.1% | |
| CREF Equity Index R2 | — | — | $5K | $2.5M | 2.1% | |
| CREF Social Choice R2 | — | — | $6K | $2.1M | 1.8% | |
| CREF Core Bond R2 | — | — | $12K | $1.6M | 1.3% | |
| Nuveen -CREF Money Market-Inst | — | — | $1.1M | $1.1M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $895K | 0.8% | |
| CREF Inflation-Linked Bond R2 | — | — | $10K | $854K | 0.7% | |
| CREF Money Market R2 | — | — | $20K | $587K | 0.5% | |
| Nuveen-CREF Lg-Cap Val Idx-Inst | — | — | $15K | $383K | 0.3% | |
| BlackRock High Yield Bd Instl | — | — | $48K | $342K | 0.3% | |
| DFA GLOBAL EQUITY I | — | — | $9K | $305K | 0.3% | |
| JPMorgan Large Cap Growth R6 | — | — | $2K | $198K | 0.2% | |
| Sun America Variable Annuity Contracts | — | — | — | $103K | <0.1% | |
| Vanguard Mid-Cap Idx Adm 311 | — | — | — | $102K | <0.1% | |
| MFS International Growth Cl R6 | — | — | $2K | $88K | <0.1% | |
| Blaclrock Stra Inc Opp Port | — | — | $8K | $76K | <0.1% | |
| DFA US Small Cap Value I 931 | — | — | — | $45K | <0.1% | |
| Dodge & Cox Intl Stock Fund 848 | — | — | — | $42K | <0.1% | |
| Nationwide Variable Annuity Contracts | — | — | — | $26K | <0.1% | |
| Allspring Small Co Growth Inst 366 | — | — | — | $13K | <0.1% | |
| PGIM Global Total Return R6 | — | — | $2K | $11K | <0.1% | |
| MFS Mid Cap Value Class R6 330 | — | — | — | $10K | <0.1% | |
| MassMutual Mid Cap Growth I 430 | — | — | — | $8K | <0.1% |