Back to filter
Original filing (PDF)20250930172253NAL0012549425001
WELLESLEY COLLEGE
Form 5500
FILING_RECEIVED
WELLESLEY COLLEGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
1,326
Accounts w/ balance
3,555
Plan assets (EOY)
$787.3M
Net assets (EOY)
$787.3M
How this plan invests
This plan
1 pooled trust
Schedule D
132 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 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLESLEY COLLEGE.
Plan sponsor
Name
WELLESLEY COLLEGE
EIN
04-2103637
Address
106 CENTRAL STREET · WELLESLEY, MA · 02481
Phone
(781) 283-3202
Industry
Educational Servicessee all
Plan administrator
Name
WELLESLEY COLLEGE
EIN
04-2103637
City
WELLESLEY, MA
Phone
(781) 283-3202
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
MP P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER COMPANY INC | 04-2647786 | — | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMINISTRATO | $13K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $50K | — |
| HARVARD SQUARE FINANCIAL PLANNING | 46-0927748 | — | NONE | $22K | — |
| HARRY K. FRIEDMAN | 03-4407517 | — | NONE | $8K | — |
| MP, P.C. | 04-3191789 | — | NONE | $7K | — |
Investments
131 direct securities · 1 pooled fund· $787.3M(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
$729.0M
130 holdings
Mutual Funds
$35.1M
1 holding
Pooled Separate Account
$23.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $115.6M | 14.7% | |
| CREF Stock R2 | — | — | — | $104.3M | 13.2% | |
| TIAA Traditional Benefit Responsive | — | — | — | $63.4M | 8.1% | |
| Vanguard Growth Index Inst | — | — | — | $41.0M | 5.2% | |
| Nuveen Equity Index R6 | Mutual Funds | — | — | $35.1M | 4.5% | |
| Vanguard Inst Tg Rtm 2040 Inst | — | — | — | $34.1M | 4.3% | |
| Vanguard Small-Cap Idx Inst | — | — | — | $31.8M | 4.0% | |
| Vanguard Value Index Inst | — | — | — | $29.8M | 3.8% | |
| Vanguard Devlopd Mkts Idx Ins | — | — | — | $28.8M | 3.7% | |
| Vanguard Inst Tg Rtm 2035 Inst | — | — | — | $24.4M | 3.1% | |
| CREF Social Choice R2 | — | — | — | $23.9M | 3.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $23.5M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $23.2M | 2.9% | |
| Vanguard Inst Tg Rtm 2045 Inst | — | — | — | $19.6M | 2.5% | |
| CREF Growth R2 | — | — | — | $18.9M | 2.4% | |
| Vanguard Inst Tg Rtm 2030 Inst | — | — | — | $16.5M | 2.1% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $16.4M | 2.1% | |
| Vanguard Inst Tg Rtm 2050 Inst | — | — | — | $15.4M | 2.0% | |
| Vanguard Inst Tg Rtm 2025 Inst | — | — | — | $15.3M | 1.9% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $12.1M | 1.5% | |
| CREF Global Equities R2 | — | — | — | $10.8M | 1.4% | |
| CREF Equity Index R2 | — | — | — | $10.2M | 1.3% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $8.0M | 1.0% | |
| Vanguard Inst Tg Rtm 2055 Inst | — | — | — | $7.0M | 0.9% | |
| Oakmark Global Institutional | — | — | — | $6.8M | 0.9% | |
| Vanguard Inst Tg Rtm 2020 Inst | — | — | — | $5.9M | 0.8% | |
| Vanguard Tg Rtm Income | — | — | — | $5.7M | 0.7% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $3.8M | 0.5% | |
| Variable annuity contracts * CREF Core Bond R2 | — | — | — | $3.5M | 0.4% | |
| TIAA-CREF Self Directed Account | — | — | — | $2.8M | 0.4% | |
| Vanguard Inst Tg Rtm 2060 Inst | — | — | — | $2.5M | 0.3% | |
| Fidelity Growth Company | — | — | — | $2.5M | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $2.1M | 0.3% | |
| CREF Money Market R2 | — | — | — | $2.1M | 0.3% | |
| Fidelity Contrafund | — | — | — | $2.0M | 0.2% | |
| Fidelity Blue Chip Gr | — | — | — | $1.3M | 0.2% | |
| Fidelity Balanced | — | — | — | $1.3M | 0.2% | |
| Fidelity Magellan | — | — | — | $1.2M | 0.2% | |
| Fidelity Low Priced Stk | — | — | — | $1.1M | 0.1% | |
| Fidelity Real Estate Invs | — | — | — | $1.1M | 0.1% | |
| Participant Loans (interest rate at 4.25% - 9.50%) -0- | — | — | — | $946K | 0.1% | |
| Calvert Balanced Fd CL A | — | — | — | $844K | 0.1% | |
| Vanguard Inst Tg Rtm 2065 Inst | — | — | — | $628K | <0.1% | |
| Fidelity 500 Index | — | — | — | $574K | <0.1% | |
| Vanguard Inst Tg Rtm 2070 Inst | — | — | — | $572K | <0.1% | |
| Fidelity Puritan | — | — | — | $547K | <0.1% | |
| Calvert Equity Fd A | — | — | — | $514K | <0.1% | |
| Fidelity Strategic Income | — | — | — | $458K | <0.1% | |
| Fidelity Sel Med Tech & Dv | — | — | — | $440K | <0.1% | |
| Fidelity Value | — | — | — | $422K | <0.1% | |
| Fidelity Freedom 2040 K | — | — | — | $367K | <0.1% | |
| Fidelity Growth & Inc | — | — | — | $334K | <0.1% | |
| Fidelity Stk Sel Sm Cap | — | — | — | $325K | <0.1% | |
| Fidelity Equity Inc | — | — | — | $260K | <0.1% | |
| Fidelity Freedom 2015 K | — | — | — | $256K | <0.1% | |
| Fidelity Intl Index | — | — | — | $246K | <0.1% | |
| Fidelity Asset Mgr 70% | — | — | — | $239K | <0.1% | |
| Fidelity Diversifd Intl | — | — | — | $221K | <0.1% | |
| Fidelity Fdm Idx 2045 IPR | — | — | — | $209K | <0.1% | |
| Fidelity Total Bond | — | — | — | $197K | <0.1% | |
| Fidelity Intm TR Bd Idx | — | — | — | $192K | <0.1% | |
| Fidelity Emrg Mkts Idx | — | — | — | $188K | <0.1% | |
| Fidelity Freedom 2035 K | — | — | — | $161K | <0.1% | |
| Calvert US Lrg Cap Core Resp Indx A | — | — | — | $161K | <0.1% | |
| Fidelity Short Term Bond | — | — | — | $153K | <0.1% | |
| Fidelity Fund | — | — | — | $146K | <0.1% | |
| Fidelity Levergd Co Stk | — | — | — | $123K | <0.1% | |
| Fidelity Small Cap Value | — | — | — | $122K | <0.1% | |
| Fidelity Infl Pr Bd Idx | — | — | — | $122K | <0.1% | |
| Calvert Small Cap Fund Cl A | — | — | — | $118K | <0.1% | |
| Fidelity Growth Disc | — | — | — | $114K | <0.1% | |
| Fidelity Freedom 2020 K | — | — | — | $107K | <0.1% | |
| Calvert Bond Fd A | — | — | — | $104K | <0.1% | |
| Fidelity Small Cap Stock | — | — | — | $92K | <0.1% | |
| Fidelity Invst Gr Bd | — | — | — | $82K | <0.1% | |
| Calvert Gwth Alloc Fd Cl A | — | — | — | $81K | <0.1% | |
| Fidelity Real Estate Idx | — | — | — | $80K | <0.1% | |
| Fidelity Overseas | — | — | — | $79K | <0.1% | |
| Fidelity Growth Strat | — | — | — | $76K | <0.1% | |
| Fidelity LT TR Bd Idx | — | — | — | $66K | <0.1% | |
| Fidelity Freedom 2045 K | — | — | — | $65K | <0.1% | |
| Fidelity Govt Mmkt | — | — | — | $62K | <0.1% | |
| Fidelity Float Rt Hi Inc | — | — | — | $61K | <0.1% | |
| Fidelity Emerging Asia | — | — | — | $61K | <0.1% | |
| Calvert Global Energy Solutions A | — | — | — | $59K | <0.1% | |
| Fidelity Mid Cap Value | — | — | — | $58K | <0.1% | |
| Fidelity Gnma | — | — | — | $56K | <0.1% | |
| Fidelity Telecom & Util | — | — | — | $56K | <0.1% | |
| Fidelity Sel Utilities | — | — | — | $52K | <0.1% | |
| Calvert Intl Opportunities Fd A ** 300 Calvert Mid Cap Fd A | — | — | — | $51K | <0.1% | |
| Fidelity Convertible Sec | — | — | — | $47K | <0.1% | |
| Fidelity Sel Cons Staples | — | — | — | $46K | <0.1% | |
| Fidelity Nordic | — | — | — | $43K | <0.1% | |
| Fidelity Asset Mgr 50% | — | — | — | $40K | <0.1% | |
| Fidelity Emerging Mkts | — | — | — | $39K | <0.1% | |
| Fidelity Intl Discovery | — | — | — | $34K | <0.1% | |
| Fidelity New Markets Inc. | — | — | — | $33K | <0.1% | |
| Fidelity Freedom 2030 K | — | — | — | $31K | <0.1% | |
| Fidelity US Sustn Idx | — | — | — | $31K | <0.1% | |
| Fidelity Totl Mkt Idx | — | — | — | $30K | <0.1% | |
| Fidelity US Bond | — | — | — | $29K | <0.1% | |
| Fidelity Sel Technology | — | — | — | $27K | <0.1% | |
| Fidelity Sel Comm Serv | — | — | — | $26K | <0.1% | |
| Fidelity Sel Energy | — | — | — | $26K | <0.1% | |
| Fidelity Govt Mmrk Prm | — | — | — | $25K | <0.1% | |
| Fidelity Europe | — | — | — | $25K | <0.1% | |
| Fidelity High Income | — | — | — | $24K | <0.1% | |
| Fidelity Gov Cash Reserve | — | — | — | $23K | <0.1% | |
| Fidelity NASDAQ Comp Indx | — | — | — | $22K | <0.1% | |
| Fidelity Sel Gold | — | — | — | $21K | <0.1% | |
| Fidelity Dividend Gr | — | — | — | $19K | <0.1% | |
| Fidelity Canada | — | — | — | $17K | <0.1% | |
| Fidelity Blue Chip Value | — | — | — | $17K | <0.1% | |
| Fidelity Worldwide | — | — | — | $16K | <0.1% | |
| Fidelity Govt Income | — | — | — | $16K | <0.1% | |
| Fidelity Extd Mkt Idx | — | — | — | $16K | <0.1% | |
| Fidelity Treasury Only Mm | — | — | — | $15K | <0.1% | |
| Fidelity Freedom 2025 K | — | — | — | $15K | <0.1% | |
| Fidelity OTC Portfolio | — | — | — | $14K | <0.1% | |
| Fidelity Stksel Lgcap Val | — | — | — | $14K | <0.1% | |
| Fidelity Corporate Bond | — | — | — | $14K | <0.1% | |
| Calvert Income Fd A | — | — | — | $13K | <0.1% | |
| Fidelity Natural Res | — | — | — | $10K | <0.1% | |
| Calvert Intl Equity Fd Cl A | — | — | — | $9K | <0.1% | |
| Fidelity SM Cap Idx | — | — | — | $8K | <0.1% | |
| Fidelity Intl Real Estate | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2010 K | — | — | — | $6K | <0.1% | |
| Cash – Noninterest Bearing | — | — | — | $5K | <0.1% | |
| Fidelity Stk Sel Mid Cap | — | — | — | $4K | <0.1% | |
| Fidelity Intermed Bond | — | — | — | $4K | <0.1% | |
| Fidelity Small Cap Growth | — | — | — | $4K | <0.1% | |
| Fidelity Multi Asset Idx | — | — | — | $3K | <0.1% |