How big is Regis College's plan?

Regis College's plan reported $67.0M in assets and 398 participants for 2024.

Original filing (PDF)20250731083252NAL0005744017001

Regis College

Name: Regis College — Regis College DC Retirement Plan, Form 5500 (2024)
Creator: Regis College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Regis College DC Retirement Plan

403(b) retirement plan · Regis College's Regis College DC Retirement Plan held $67.0M in plan assets for 398 participants in 2024, with TIAA as recordkeeper.

Active participants

398

Accounts w/ balance

798

Plan assets (EOY)

$67.0M

Net assets (EOY)

$67.0M

Plan identifiers

Regis College's EIN is 04-2104451.

EIN 04-2104451

Plan number 001

Plan year 2024

ACK ID 20250731083252NAL0005744017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Regis College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Regis College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGIS COLLEGE.

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How this plan invests

This plan

1 pooled trust

Schedule D

61 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

REGIS COLLEGE

EIN

all filings

Address

235 WELLESLEY STREET · WESTON, MA · 024931571

Phone

(781) 768-7212

Industry

Educational Services

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

2025-07-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS INC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MAYFLOWER FINANCIAL ADVISORS LLC	84-4826355	BOSTON, MA	ADVISOR	$20K	—

Investments

61 direct securities · 1 pooled fund· $52.1M(78% 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.

Mutual Funds

$36.7M

27 holdings

Pooled Separate Accounts

$8.2M

25 holdings

Common Collective Trusts

$4.8M

3 holdings

Pooled Separate Account

$1.7M

1 holding

Other securities

$640K

6 holdings

					% of plan
TIAA Traditional Annuity - Non-Benefit-Responsive TIAA Traditional Annuity Contract - Non-Benefit-Responsive	Mutual Funds	—	—	$12.5M	18.6%
CREF Growth R2 CREF Registered Investment Companies	Mutual Funds	—	—	$5.4M	8.1%
CREF Equity Index R2 CREF Registered Investment Companies	Common Collective Trusts	—	—	$3.6M	5.3%
CREF Global Equities R2 CREF Registered Investment Companies	Mutual Funds	—	—	$3.3M	4.9%
TIAA Traditional Annuity - Benefit-Responsive TIAA Traditional Annuity Contract - Fully Benefit-Responsive	Mutual Funds	—	—	$2.5M	3.7%
CREF Bond Market R2 CREF Registered Investment Companies	Mutual Funds	—	—	$1.8M	2.7%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.7M	2.6%
CREF Money Market R2 CREF Registered Investment Companies	Mutual Funds	—	—	$1.5M	2.3%
TIAA Access Lifecycle 2025 T4 Separate Account	Pooled Separate Accounts	—	—	$1.5M	2.3%
TIAA-CREF Lifecycle 2030 - INST Mutual Fund	Mutual Funds	—	—	$1.3M	2.0%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.7%
CREF Social Choice R2 CREF Registered Investment Companies	Mutual Funds	—	—	$1.1M	1.6%
TIAA-CREF Lifecycle 2045 - INST Mutual Fund	Mutual Funds	—	—	$1.0M	1.5%
TIAA Access Lifecycle 2030 T4 Separate Account	Pooled Separate Accounts	—	—	$1.0M	1.5%
TIAA-CREF Lifecycle 2035 - INST Mutual Fund	Mutual Funds	—	—	$910K	1.4%
TIAA-CREF Lifecycle 2025 - INST Mutual Fund	Mutual Funds	—	—	$833K	1.2%
TIAA-CREF Lifecycle 2050 - INST Mutual Fund	Mutual Funds	—	—	$829K	1.2%
TIAA-CREF Lifecycle 2040 - INST Mutual Fund	Mutual Funds	—	—	$751K	1.1%
TIAA Access Large-Cap Growth T4 Separate Account	Pooled Separate Accounts	—	—	$728K	1.1%
TIAA Access Large-Cap Value T4 Separate Account	Pooled Separate Accounts	—	—	$646K	1.0%
TIAA Access Lifecycle 2035 T4 Separate Account	Pooled Separate Accounts	—	—	$571K	0.9%
TIAA-CREF Lifecycle 2055 - INST Mutual Fund	Mutual Funds	—	—	$561K	0.8%
CREF Inflation Linked Bond R2 CREF Registered Investment Companies	Mutual Funds	—	—	$507K	0.8%
TIAA Access Lifecycle 2050 T4 Separate Account	Pooled Separate Accounts	—	—	$458K	0.7%
TIAA Access Lifecycle 2045 T4 Separate Account	Pooled Separate Accounts	—	—	$442K	0.7%
TIAA Access Lifecycle 2040 T4 Separate Account	Pooled Separate Accounts	—	—	$372K	0.6%
TIAA Access Small-Cap Equity T4 Separate Account	Pooled Separate Accounts	—	—	$317K	0.5%
TIAA-CREF Lifecycle 2020 - INST Mutual Fund	Mutual Funds	—	—	$302K	0.5%
TIAA Access Mid-Cap Value T4 Separate Account	Pooled Separate Accounts	—	—	$285K	0.4%
JP Morgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$282K	0.4%
TIAA Access Real Estate Secs T4 Separate Account	Pooled Separate Accounts	—	—	$281K	0.4%
TIAA-CREF Lifecycle 2060 - INST Mutual Fund	Mutual Funds	—	—	$281K	0.4%
TIAA Access Small-Cap Blend Index T4 Separate Account	Pooled Separate Accounts	—	—	$268K	0.4%
MFS International Diversification CL R6 Mutual Fund	Mutual Funds	—	—	$244K	0.4%
TIAA-CREF Lifecycle 2015 - INST Mutual Fund	Mutual Funds	—	—	$217K	0.3%
TIAA Access Lifecycle 2060 T4 AB Separate Account	Pooled Separate Accounts	—	—	$205K	0.3%
TIAA Access Lifecycle 2015 T4 Separate Account	Pooled Separate Accounts	—	—	$188K	0.3%
Vanguard TTL International Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$179K	0.3%
TIAA Access Equity Index T4 Separate Account	Pooled Separate Accounts	—	—	$169K	0.3%
Vanguard TTL Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$149K	0.2%
TIAA Access Growth & Income T4 Separate Account	Pooled Separate Accounts	—	—	$139K	0.2%
maturing through September 2029 -	Other securities	—	—	$131K	0.2%
Vanguard Mid-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$128K	0.2%
TIAA-CREF Money Market - INST Mutual Fund	Mutual Funds	—	—	$128K	0.2%
Vanguard Equity Income Admiral Mutual Fund	Mutual Funds	—	—	$122K	0.2%
TIAA Access Lifecycle 2055 T4 AA Separate Account	Pooled Separate Accounts	—	—	$122K	0.2%
Schwab Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$102K	0.2%
John Hancock Discip V MidCap R6 Mutual Fund	Other securities	—	—	$101K	0.2%
TIAA Access Mid-Cap Growth T4 Separate Account	Pooled Separate Accounts	—	—	$96K	0.1%
JP Morgan Core Bond Fund R6 Mutual Fund	Other securities	—	—	$92K	0.1%