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Original filing (PDF)20251015071904NAL0001964963001
GORDON COLLEGE
Form 5500
FILING_RECEIVED
GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
344
Accounts w/ balance
960
Plan assets (EOY)
$108.2M
Net assets (EOY)
$108.2M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORDON COLLEGE.
Plan sponsor
Name
GORDON COLLEGE
EIN
04-2104258
Address
255 GRAPEVINE ROAD · WENHAM, MA · 01984
Phone
(978) 867-4240
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $26K | — |
| TIAA | 13-1624203 | — | NONE | $1K | — |
Investments
39 direct securities · 1 pooled fund· $108.2M(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
$104.3M
39 holdings
Pooled Separate Account
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Insurance Company General Contract | — | — | — | $23.0M | 21.2% | |
| CREF Stock R2 Variable Annuity Contract | — | — | — | $11.3M | 10.4% | |
| CREF Global Equities R2 Variable Annuity Contract | — | — | — | $6.3M | 5.8% | |
| CREF Growth R2 Variable Annuity Contract | — | — | — | $5.3M | 4.9% | |
| CREF Core Bond R2 Variable Annuity Contract | — | — | — | $4.7M | 4.3% | |
| Nuveen Lifecycle 2035 Retire Mutual Fund | — | — | — | $4.5M | 4.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.0M | 3.7% | |
| Nuveen Large Cap Value Retire Mutual Fund | — | — | — | $3.9M | 3.6% | |
| Nuveen S&P 500 Index R6 Mutual Fund | — | — | — | $3.8M | 3.5% | |
| CREF Social Choice R2 Variable Annuity Contract | — | — | — | $3.5M | 3.2% | |
| Nuveen Lifecycle 2040 Retire Mutual Fund | — | — | — | $2.9M | 2.7% | |
| Nuveen Lifecycle 2030 Retire Mutual Fund | — | — | — | $2.8M | 2.6% | |
| CREF Equity Index R2 Variable Annuity Contract | — | — | — | $2.7M | 2.5% | |
| Nuveen Quant Small Cap Equity Retire Mutual Fund | — | — | — | $2.7M | 2.5% | |
| TIAA Traditional Benefit Responsive Insurance Company General Contract | — | — | — | $2.6M | 2.4% | |
| MFS Mid Cap Value Class R4 Mutual Fund | — | — | — | $2.3M | 2.2% | |
| CREF Inflation-Linked Bond R2 Variable Annuity Contract | — | — | — | $2.2M | 2.0% | |
| Nuveen Intl Eq Rtmt Mutual Fund | — | — | — | $2.1M | 1.9% | |
| Nuveen Intl Eq Idx-Prem Mutual Fund | — | — | — | $2.1M | 1.9% | |
| Nuveen Lifecycle 2045 Retire Mutual Fund | — | — | — | $1.9M | 1.7% | |
| Nuveen Large Cap Resp Eq Rtmt Mutual Fund | — | — | — | $1.8M | 1.6% | |
| Nuveen Lifecycle 2050 Retire Mutual Fund | — | — | — | $1.7M | 1.5% | |
| Nuveen Core Equity Retirement Mutual Fund | — | — | — | $1.6M | 1.5% | |
| Nuveen Real Est Sec Sel Rtmt Mutual Fund | — | — | — | $1.3M | 1.2% | |
| Northern Emerging Markets Equity Index Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Nuveen Lifecycle 2025 Retire Mutual Fund | — | — | — | $979K | 0.9% | |
| CREF Money Market R2 Variable Annuity Contract | — | — | — | $909K | 0.8% | |
| Nuveen Lifecycle 2020 Retire Mutual Fund | — | — | — | $796K | 0.7% | |
| Nuveen Mid Cap Growth Retire Mutual Fund | — | — | — | $715K | 0.7% | |
| Nuveen Lifecycle 2060 Retire Mutual Fund | — | — | — | $630K | 0.6% | |
| Nuveen Lifecycle 2055 Retire Mutual Fund | — | — | — | $628K | 0.6% | |
| Columbia Mid Cap Index Instl2 Mutual Fund | — | — | — | $487K | 0.5% | |
| Nuveen Money Market Retirement Mutual Fund | — | — | — | $436K | 0.4% | |
| Nuveen Lifecycle 2015 Retire Mutual Fund | — | — | — | $398K | 0.4% | |
| Participant Loans maturing dates through August 2033 - | — | — | — | $216K | 0.2% | |
| TIAA Traditional Benefit Responsive 2 Insurance Company General Contract | — | — | — | $94K | <0.1% | |
| Nuveen Lifecycle 2010 Retire Mutual Fund | — | — | — | $68K | <0.1% | |
| Columbia Small Cap Indx Instl2 Mutual Fund | — | — | — | $65K | <0.1% | |
| Nuveen Lifecycle 2065 Retire Mutual Fund | — | — | — | $36K | <0.1% | |
| Nuveen Lifecycle Rtmt Inc Rtmt Mutual Fund | — | — | — | $20K | <0.1% |
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