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Original filing (PDF)20251014172424NAL0003383281001
ENDICOTT COLLEGE
Form 5500
FILING_RECEIVED
ENDICOTT COLLEGE DC RETIREMENT PLAN
403(b) retirement plan
Active participants
1,460
Accounts w/ balance
1,148
Plan assets (EOY)
$116.9M
Net assets (EOY)
$116.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENDICOTT COLLEGE.
Plan sponsor
Name
ENDICOTT COLLEGE
EIN
04-2103567
Address
HUMAN RESOURCES · 376 HALE STREET · BEVERLY, MA · 01915
Phone
(978) 232-2041
Industry
Educational Servicessee all
Plan administrator
Name
ENDICOTT COLLEGE
EIN
04-2103567
City
BEVERLY, MA
Phone
(978) 232-2041
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GRAY GRAY & GRAY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INS AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPING | $93K | — |
Investments
35 direct securities · 1 pooled fund· $116.9M(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
$115.7M
35 holdings
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Insurance Annuity Contract | — | — | — | $10.3M | 8.8% | |
| CREF Stock R2 Variable Annuity | — | — | — | $8.7M | 7.4% | |
| Vanguard Inst Index Inst Fund Mutual Fund | — | — | — | $8.6M | 7.4% | |
| Vanguard Target Retire 2035 Mutual Fund | — | — | — | $8.4M | 7.2% | |
| Vanguard Target Retire 2040 Mutual Fund | — | — | — | $8.1M | 6.9% | |
| Vanguard Target Retire 2030 Mutual Fund | — | — | — | $7.4M | 6.3% | |
| Vanguard Target Retire 2045 Mutual Fund | — | — | — | $7.0M | 6.0% | |
| Vanguard Target Retire 2050 Mutual Fund | — | — | — | $6.8M | 5.8% | |
| Vanguard Target Retire 2025 Mutual Fund | — | — | — | $5.1M | 4.4% | |
| TIAA Traditional Non Benefit Responsive 2 Insurance Annuity Contract | — | — | — | $4.6M | 4.0% | |
| Vanguard Target Retire 2020 Mutual Fund | — | — | — | $3.8M | 3.3% | |
| Vanguard Small-Cap Idx Adm Mutual Fund | — | — | — | $3.2M | 2.7% | |
| CREF Growth R2 Variable Annuity | — | — | — | $3.1M | 2.6% | |
| CREF Global Equities R2 Variable Annuity | — | — | — | $3.0M | 2.6% | |
| Vanguard Devlopd Mkts Idx Adm Mutual Fund | — | — | — | $3.0M | 2.6% | |
| Vanguard Target Retire 2055 Mutual Fund | — | — | — | $2.8M | 2.4% | |
| CREF Social Choice R4 Variable Annuity | — | — | — | $2.2M | 1.9% | |
| CREF Equity Index R2 Variable Annuity | — | — | — | $2.2M | 1.9% | |
| Vanguard Real Estate Idx Adm Mutual Fund | — | — | — | $2.0M | 1.7% | |
| Vanguard Mid-Cap Idx Adm Mutual Fund | — | — | — | $2.0M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | — | — | — | $1.8M | 1.5% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $1.4M | 1.2% | |
| Vanguard Emr Mkts Stk Idx Adm Mutual Fund | — | — | — | $1.4M | 1.2% | |
| Vanguard Target Retire Income Mutual Fund | — | — | — | $1.3M | 1.1% | |
| CREF Money Market R2 Variable Annuity | — | — | — | $1.3M | 1.1% | |
| CREF Social Choice R2 Variable Annuity | — | — | — | $1.2M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 1.0% | |
| Vanguard Target Retire 2060 Mutual Fund | — | — | — | $1.1M | 0.9% | |
| CREF Core Bond R2 Variable Annuity | — | — | — | $954K | 0.8% | |
| CREF Stock R4 Variable Annuity | — | — | — | $925K | 0.8% | |
| maturing through 2034 | — | — | — | $663K | 0.6% | |
| Vanguard Infl Protect Sec Adm Mutual Fund | — | — | — | $651K | 0.6% | |
| CREF Inflation-Linked Bond R2 Variable Annuity | — | — | — | $453K | 0.4% | |
| Vanguard Target Retire 2070 Mutual Fund | — | — | — | $421K | 0.4% | |
| Vanguard Target Retire 2065 Mutual Fund | — | — | — | $139K | 0.1% | |
| Plan Loan Default Fund Insurance Annuity Contract | — | — | — | $73K | <0.1% |
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