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Original filing (PDF)20250731083252NAL0005744017001
REGIS COLLEGE
Form 5500
FILING_RECEIVED
REGIS COLLEGE DC RETIREMENT PLAN
403(b) retirement plan
Active participants
398
Accounts w/ balance
798
Plan assets (EOY)
$67.0M
Net assets (EOY)
$67.0M
How this plan invests
This plan
1 pooled trust
Schedule D
66 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 REGIS COLLEGE.
Plan sponsor
Name
REGIS COLLEGE
EIN
04-2104451
Address
235 WELLESLEY STREET · WESTON, MA · 024931571
Phone
(781) 768-7212
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
2025-07-31
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS LLC | 84-4826355 | BOSTON, MA | ADVISOR | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS | 04-2571780 | WESTBOROUGH, MA | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIS COLLEGE | 04-2104451 | WESTON, MA | PLAN SPONSOR | $49K | — |
Investments
63 direct securities · 1 pooled fund· $65.6M(98% 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
$63.9M
63 holdings
Pooled Separate Account
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor or Similar Party Collateral, Par or Maturity Value Cost Value * CREF Stock R2 CREF Registered Investment Companies | — | — | — | $13.4M | 20.0% | |
| TIAA Traditional Annuity - Non-Benefit-Responsive TIAA Traditional Annuity Contract - Non-Benefit-Responsive | — | — | — | $12.5M | 18.6% | |
| CREF Growth R2 CREF Registered Investment Companies | — | — | — | $5.4M | 8.1% | |
| CREF Equity Index R2 CREF Registered Investment Companies | — | — | — | $3.6M | 5.3% | |
| CREF Global Equities R2 CREF Registered Investment Companies | — | — | — | $3.3M | 4.9% | |
| TIAA Traditional Annuity - Benefit-Responsive TIAA Traditional Annuity Contract - Fully Benefit-Responsive | — | — | — | $2.5M | 3.7% | |
| CREF Bond Market R2 CREF Registered Investment Companies | — | — | — | $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 | — | — | — | $1.5M | 2.3% | |
| TIAA Access Lifecycle 2025 T4 Separate Account | — | — | — | $1.5M | 2.3% | |
| TIAA-CREF Lifecycle 2030 - INST Mutual Fund | — | — | — | $1.3M | 2.0% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.2M | 1.7% | |
| CREF Social Choice R2 CREF Registered Investment Companies | — | — | — | $1.1M | 1.6% | |
| TIAA-CREF Lifecycle 2045 - INST Mutual Fund | — | — | — | $1.0M | 1.5% | |
| TIAA Access Lifecycle 2030 T4 Separate Account | — | — | — | $1.0M | 1.5% | |
| TIAA-CREF Lifecycle 2035 - INST Mutual Fund | — | — | — | $910K | 1.4% | |
| TIAA-CREF Lifecycle 2025 - INST Mutual Fund | — | — | — | $833K | 1.2% | |
| TIAA-CREF Lifecycle 2050 - INST Mutual Fund | — | — | — | $829K | 1.2% | |
| TIAA-CREF Lifecycle 2040 - INST Mutual Fund | — | — | — | $751K | 1.1% | |
| TIAA Access Large-Cap Growth T4 Separate Account | — | — | — | $728K | 1.1% | |
| TIAA Access Large-Cap Value T4 Separate Account | — | — | — | $646K | 1.0% | |
| TIAA Access Lifecycle 2035 T4 Separate Account | — | — | — | $571K | 0.9% | |
| TIAA-CREF Lifecycle 2055 - INST Mutual Fund | — | — | — | $561K | 0.8% | |
| CREF Inflation Linked Bond R2 CREF Registered Investment Companies | — | — | — | $507K | 0.8% | |
| TIAA Access Lifecycle 2050 T4 Separate Account | — | — | — | $458K | 0.7% | |
| TIAA Access Lifecycle 2045 T4 Separate Account | — | — | — | $442K | 0.7% | |
| TIAA Access Lifecycle 2040 T4 Separate Account | — | — | — | $372K | 0.6% | |
| TIAA Access Small-Cap Equity T4 Separate Account | — | — | — | $317K | 0.5% | |
| TIAA-CREF Lifecycle 2020 - INST Mutual Fund | — | — | — | $302K | 0.5% | |
| TIAA Access Mid-Cap Value T4 Separate Account | — | — | — | $285K | 0.4% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | — | — | — | $282K | 0.4% | |
| TIAA Access Real Estate Secs T4 Separate Account | — | — | — | $281K | 0.4% | |
| TIAA-CREF Lifecycle 2060 - INST Mutual Fund | — | — | — | $281K | 0.4% | |
| TIAA Access Small-Cap Blend Index T4 Separate Account | — | — | — | $268K | 0.4% | |
| MFS International Diversification CL R6 Mutual Fund | — | — | — | $244K | 0.4% | |
| TIAA-CREF Lifecycle 2015 - INST Mutual Fund | — | — | — | $217K | 0.3% | |
| TIAA Access Lifecycle 2060 T4 AB Separate Account | — | — | — | $205K | 0.3% | |
| TIAA Access Lifecycle 2015 T4 Separate Account | — | — | — | $188K | 0.3% | |
| Vanguard TTL International Stock Index Admiral Mutual Fund | — | — | — | $179K | 0.3% | |
| TIAA Access Equity Index T4 Separate Account | — | — | — | $169K | 0.3% | |
| Vanguard TTL Bond Market Index Admiral Mutual Fund | — | — | — | $149K | 0.2% | |
| TIAA Access Growth & Income T4 Separate Account | — | — | — | $139K | 0.2% | |
| maturing through September 2029 - | — | — | — | $131K | 0.2% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $128K | 0.2% | |
| TIAA-CREF Money Market - INST Mutual Fund | — | — | — | $128K | 0.2% | |
| Vanguard Equity Income Admiral Mutual Fund | — | — | — | $122K | 0.2% | |
| TIAA Access Lifecycle 2055 T4 AA Separate Account | — | — | — | $122K | 0.2% | |
| Schwab Small Cap Index Fund Mutual Fund | — | — | — | $102K | 0.2% | |
| John Hancock Discip V MidCap R6 Mutual Fund | — | — | — | $101K | 0.2% | |
| TIAA Access Mid-Cap Growth T4 Separate Account | — | — | — | $96K | 0.1% | |
| JP Morgan Core Bond Fund R6 Mutual Fund | — | — | — | $92K | 0.1% | |
| TIAA Access Social Choice Equity T4 Separate Account | — | — | — | $87K | 0.1% | |
| TIAA Access Lifecycle Retirement Income T4 Separate Account | — | — | — | $74K | 0.1% | |
| TIAA Access Inflation-Linked Bond T4 Separate Account | — | — | — | $74K | 0.1% | |
| Party-In- Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor or Similar Party Collateral, Par or Maturity Value Cost Value PIMCO Income Fund Institutional Mutual Fund | — | — | — | $66K | <0.1% | |
| MFS Mid-Cap Growth Fund R6 Mutual Fund | — | — | — | $61K | <0.1% | |
| TIAA-CREF Lifecycle 2010 - INST Mutual Fund | — | — | — | $61K | <0.1% | |
| TIAA Access Bond Plus T4 Separate Account | — | — | — | $51K | <0.1% | |
| TIAA Access Money Market T4 Separate Account | — | — | — | $47K | <0.1% | |
| TIAA Access Bond T4 Separate Account | — | — | — | $40K | <0.1% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $25K | <0.1% | |
| TIAA-CREF Lifecycle 2065 - INST Mutual Fund | — | — | — | $22K | <0.1% | |
| TIAA Access Lifecycle 2010 T4 Separate Account | — | — | — | $20K | <0.1% | |
| Undiscovered MGRS Behav Value R6 Mutual Fund | — | — | — | $9K | <0.1% |
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