Back to filter
Original filing (PDF)20251015091610NAL0004426497001
CLARK UNIVERSITY
Form 5500
FILING_RECEIVED
CLARK UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
854
Accounts w/ balance
1,771
Plan assets (EOY)
$377.6M
Net assets (EOY)
$377.6M
How this plan invests
This plan
1 pooled trust
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA, FSB 403(b) (7) Custodial Accounts" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARK UNIVERSITY.
Plan sponsor
Name
CLARK UNIVERSITY
EIN
04-2111203
Address
950 MAIN STREET · WORCESTER, MA · 016101477
Phone
(330) 475-5369
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
STOWE AND DEGON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $103K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $75K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $43K | — |
Investments
5 direct securities · 1 pooled fund· $389.2M(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
$377.6M
5 holdings
Pooled Separate Account
$11.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA, FSB 403(b) (7) Custodial Accounts | — | — | — | $129.4M | 34.3% | |
| CREF 403(b) (1) Annuity Contracts | — | — | — | $113.1M | 29.9% | |
| TIAA 403(b) (I) Annuity Contracts | — | — | — | $90.8M | 24.1% | |
| Fidelity Management 403(b) (7) Custodial Accounts | — | — | — | $44.2M | 11.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.5M | 3.0% | |
| Maturities through June 2033 | — | — | — | $158K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
TRINITY UNIVERSITY
TRINITY UNIVERSITY 403(B) RETIREMENT PLAN
$376.0M · 1,039 participants
BARD COLLEGE
BARD COLLEGE/SIMONS ROCK 403(B) PLAN
$379.4M · 2,536 participants
POMONA COLLEGE
POMONA COLLEGE ACADEMIC RETIREMENT PLAN
$380.0M · 1,456 participants
TRUSTEES OF GRINNELL COLLEGE
GRINNELL COLLEGE EMPLOYEES RETIREMENT SAVINGS PLAN
$374.4M · 869 participants
UNIVERSITY OF SAN FRANCISCO
UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN
$374.1M · 2,804 participants
TRINITY COLLEGE
TRINITY COLLEGE 403(B) RETIREMENT PLAN
$381.4M · 688 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B