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Original filing (PDF)20251014131813NAL0001446115001
WORCESTER POLYTECHNIC INSTITUTE
Form 5500
FILING_RECEIVED
WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,512
Accounts w/ balance
2,905
Plan assets (EOY)
$687.1M
Net assets (EOY)
$687.1M
How this plan invests
This plan
1 pooled trust
Schedule D
69 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 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORCESTER POLYTECHNIC INSTITUTE.
Plan sponsor
Name
WORCESTER POLYTECHNIC INSTITUTE
EIN
04-2121659
Address
100 INSTITUTE ROAD, · TALENT AND INCLUSION, BOYNTON HALL · WORCESTER, MA · 016092280
Phone
(508) 831-5276
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
2025-10-14
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $105K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $17K | — |
| BERRY DUNN MCNEIL & PARKER LLC | 01-0523282 | — | NONE | $16K | — |
| FIDELITY INV INST OPS CO., LLC | 04-2647786 | — | NONE | $0 | — |
Investments
68 direct securities · 1 pooled fund· $687.1M(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
$669.0M
68 holdings
Pooled Separate Account
$18.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Annuity | — | — | — | $133.1M | 19.4% | |
| TIAA-CREF Stock R2 | — | — | — | $104.3M | 15.2% | |
| Vanguard Institutional Index Fund Institutional | — | — | — | $39.2M | 5.7% | |
| TIAA-CREF Growth R2 | — | — | — | $33.1M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18.2M | 2.6% | |
| Fidelity 500 Index | — | — | — | $16.1M | 2.3% | |
| TIAA-CREF Lifecycle 2040 | — | — | — | $15.2M | 2.2% | |
| TIAA-CREF Stock R4 | — | — | — | $14.8M | 2.1% | |
| TIAA-CREF Global Equities R2 | — | — | — | $14.4M | 2.1% | |
| TIAA-CREF Equity Index R2 | — | — | — | $13.8M | 2.0% | |
| Vanguard Extended Market Index Fund Institutional | — | — | — | $13.6M | 2.0% | |
| TIAA-CREF Lifecycle 2035 | — | — | — | $12.9M | 1.9% | |
| TIAA-CREF Lifecycle 2025 | — | — | — | $11.4M | 1.7% | |
| Vanguard Total International Stock Index Adm | — | — | — | $11.2M | 1.6% | |
| Fidelity Freedom 2040 K | — | — | — | $11.0M | 1.6% | |
| American Century Mid Cap Value R6 | — | — | — | $10.9M | 1.6% | |
| TIAA-CREF Lifecycle 2030 | — | — | — | $10.7M | 1.6% | |
| TIAA-CREF Lifecycle 2045 | — | — | — | $10.5M | 1.5% | |
| Fidelity BrokerageLink | — | — | — | $10.3M | 1.5% | |
| TIAA-CREF Social Choice R2 | — | — | — | $10.0M | 1.4% | |
| TIAA-CREF Lifecycle 2050 | — | — | — | $9.7M | 1.4% | |
| Fidelity Freedom 2045 K | — | — | — | $9.7M | 1.4% | |
| Fidelity Freedom 2030 K | — | — | — | $9.3M | 1.3% | |
| Fidelity Freedom 2035 K | — | — | — | $9.1M | 1.3% | |
| Fidelity Freedom 2025 K | — | — | — | $8.3M | 1.2% | |
| American Funds Europacific Growth R6 | — | — | — | $7.7M | 1.1% | |
| Dodge & Cox Stock Fund I | — | — | — | $7.3M | 1.1% | |
| Fidelity Contrafund K6 | — | — | — | $7.0M | 1.0% | |
| Fidelity Freedom 2050 K | — | — | — | $6.7M | 1.0% | |
| Western Asset Core Plus Bond Fund Class I | — | — | — | $6.1M | 0.9% | |
| Vanguard Total Bond Market Index Fund Institutional | — | — | — | $5.6M | 0.8% | |
| BlackRock High Yield Bond Institutional | — | — | — | $5.2M | 0.8% | |
| Vanguard Treasury Money Market Fund | — | — | — | $5.0M | 0.7% | |
| TIAA-CREF Social R4 | — | — | — | $4.9M | 0.7% | |
| T.Rowe Blue Chip Growth | — | — | — | $4.8M | 0.7% | |
| Fidelity Freedom 2055 K | — | — | — | $4.8M | 0.7% | |
| TIAA-CREF Lifecycle 2055 | — | — | — | $4.6M | 0.7% | |
| TIAA-CREF Money Market R2 | — | — | — | $4.3M | 0.6% | |
| TIAA-CREF Lifecycle 2020 | — | — | — | $4.2M | 0.6% | |
| Invesco Developing Markets Fund Class A | — | — | — | $4.0M | 0.6% | |
| TIAA-CREF Inflation-Linked Bond R2 | — | — | — | $3.9M | 0.6% | |
| Fidelity Freedom 2020 K | — | — | — | $3.4M | 0.5% | |
| TIAA-CREF Core Bond R2 | — | — | — | $3.2M | 0.5% | |
| Cohen & Steers Real Estate | — | — | — | $3.1M | 0.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.8M | 0.4% | |
| MFS MidCap Growth R3 | — | — | — | $2.8M | 0.4% | |
| TIAA-CREF Lifecycle 2015 | — | — | — | $2.7M | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral | — | — | — | $2.5M | 0.4% | |
| Fidelity Total International Index | — | — | — | $2.2M | 0.3% | |
| Fidelity US Bond Index | — | — | — | $1.9M | 0.3% | |
| TIAA-CREF Lifecycle 2010 | — | — | — | $1.9M | 0.3% | |
| Dodge & Cox Stock I | — | — | — | $1.9M | 0.3% | |
| participants 9.50%; maturities through 2038 -0- | — | — | — | $1.8M | 0.3% | |
| Fidelity Freedom 2015 K | — | — | — | $1.8M | 0.3% | |
| Fidelity Freedom 2060 K | — | — | — | $1.3M | 0.2% | |
| Vanguard FTSE SOC IDX ADM | — | — | — | $1.0M | 0.2% | |
| TIAA-CREF Lifecycle 2060 | — | — | — | $1.0M | 0.2% | |
| Allspring Special Small Cap Class A | — | — | — | $905K | 0.1% | |
| Allspring Special International Small Cap In | — | — | — | $831K | 0.1% | |
| TIAA-CREF Lifecycle 2065 | — | — | — | $814K | 0.1% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $594K | <0.1% | |
| AB Small Cap Growth K | — | — | — | $524K | <0.1% | |
| Fidelity Freedom 2065 K | — | — | — | $393K | <0.1% | |
| Fidelity Freedom 2010 K | — | — | — | $326K | <0.1% | |
| Allspring Special International Small Cap IS | — | — | — | $262K | <0.1% | |
| Fidelity Freedom 2070 K ** 806 * Fidelity Freedom Income Fund | — | — | — | $98K | <0.1% | |
| Columbia Emerging Markets Bond Fund | — | — | — | $89K | <0.1% | |
| TIAA-CREF Lifecycle Retirement Income | — | — | — | $53K | <0.1% | |
| Columbia Emerging Markets Bond I | — | — | — | $47K | <0.1% |