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Original filing (PDF)20251015104118NAL0004321569001
WILLIAMS COLLEGE
Form 5500
FILING_RECEIVED
WILLIAMS COLLEGE RETIREMENT INCOME PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,525
Accounts w/ balance
3,205
Plan assets (EOY)
$701.3M
Net assets (EOY)
$701.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS COLLEGE.
Plan sponsor
Name
WILLIAMS COLLEGE
EIN
04-2104847
Address
100 SPRING STREET, · SUITE 201 · WILLIAMSTOWN, MA · 01267
Phone
(413) 597-4478
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
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $187K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $77K | — |
| MP, P.C. | 04-3191789 | — | NONE | $18K | — |
Investments
31 direct securities · 1 pooled fund· $701.3M(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
$616.6M
29 holdings
Mutual Funds
$34.7M
1 holding
Guaranteed Income / GIC
$28.3M
1 holding
Pooled Separate Account
$21.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive | — | — | — | $137.2M | 19.6% | |
| Vanguard Institutional Index | — | — | — | $91.2M | 13.0% | |
| Registered Investment Companies Variable Annuity Contracts * CREF Stock R2 | — | — | — | $83.6M | 11.9% | |
| Vanguard Extended Market Index Inst | — | — | — | $43.2M | 6.2% | |
| Nuveen International Equity Index R6 | Mutual Funds | — | — | $34.7M | 5.0% | |
| * TIAA Traditional Benefit Responsive | Guaranteed Income / GIC | — | — | $28.3M | 4.0% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $25.7M | 3.7% | |
| Vanguard Target Ret 2040 | — | — | — | $22.6M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $21.6M | 3.1% | |
| CREF Social Choice R2 | — | — | — | $21.5M | 3.1% | |
| Nuveen Large Cap Resp Equity R6 | — | — | — | $18.8M | 2.7% | |
| CREF Growth R2 | — | — | — | $18.7M | 2.7% | |
| Vanguard Target Ret 2035 | — | — | — | $18.4M | 2.6% | |
| Vanguard Target Ret 2045 | — | — | — | $17.2M | 2.5% | |
| Vanguard Emerging Markets Stock Index Inst | — | — | — | $17.0M | 2.4% | |
| Vanguard Target Ret 2030 | — | — | — | $15.0M | 2.1% | |
| Vanguard Target Ret 2025 | — | — | — | $12.3M | 1.8% | |
| Vanguard Target Ret 2050 | — | — | — | $11.6M | 1.7% | |
| CREF Global Equities R2 | — | — | — | $9.4M | 1.3% | |
| Vanguard Inflation Protected Securities Adm | — | — | — | $8.9M | 1.3% | |
| CREF Equity Index R2 | — | — | — | $8.6M | 1.2% | |
| Amana Income Fund Inst | — | — | — | $6.1M | 0.9% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $5.6M | 0.8% | |
| Vanguard Target Ret 2055 | — | — | — | $5.4M | 0.8% | |
| CREF Money Market R2 | — | — | — | $3.5M | 0.5% | |
| Vanguard Target Ret 2020 | — | — | — | $3.4M | 0.5% | |
| Vanguard Inst Target Retirement Income Inst | — | — | — | $2.4M | 0.3% | |
| Vanguard Target Ret 2065 | — | — | — | $2.2M | 0.3% | |
| Vanguard Target Ret 2060 | — | — | — | $2.1M | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $1.9M | 0.3% | |
| CREF Core Bond R2 | — | — | — | $1.8M | 0.3% | |
| Participant Loans (interest at 4.25% - 9.50%) -0- | — | — | — | $1.1M | 0.2% |