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Original filing (PDF)20251014143826NAL0001557651001
TRINITY COLLEGE
Form 5500
FILING_RECEIVED
TRINITY COLLEGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
688
Accounts w/ balance
1,792
Plan assets (EOY)
$381.4M
Net assets (EOY)
$381.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY COLLEGE.
Plan sponsor
Name
TRINITY COLLEGE
EIN
06-0646927
Address
300 SUMMIT ST · HARTFORD, CT · 061063100
Phone
(860) 297-2272
Industry
Educational Servicessee all
Plan administrator
Name
TRINITY COLLEGE
EIN
06-0646927
City
HARTFORD, CT
Phone
(860) 297-2272
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
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS LLC | 36-4001764 | — | NONE | $45K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $14K | — |
Investments
29 direct securities · 1 pooled fund· $380.5M(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
$367.8M
29 holdings
Pooled Separate Account
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value * TIAA Traditional Non-Benefit-Responsive Fixed Annuity Contracts | — | — | — | $85.0M | 22.3% | |
| CREF Stock R2 Variable Annuity | — | — | — | $58.5M | 15.3% | |
| Vanguard Ttl Stk Mkt Idx Inst Mutual Fund | — | — | — | $55.2M | 14.5% | |
| TIAA Traditional Benefit-Responsive Fixed Annuity Contracts | — | — | — | $24.3M | 6.4% | |
| CREF Social Choice R2 Variable Annuity | — | — | — | $20.3M | 5.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.7M | 3.3% | |
| CREF Growth R2 Variable Annuity | — | — | — | $12.6M | 3.3% | |
| American EuroPac Growth R6 Mutual Fund | — | — | — | $9.7M | 2.5% | |
| Vanguard Target Retire 2045 Mutual Fund | — | — | — | $9.7M | 2.5% | |
| Vanguard Target Retire 2040 Mutual Fund | — | — | — | $9.0M | 2.4% | |
| Vanguard Target Retire 2035 Mutual Fund | — | — | — | $8.6M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Inst Mutual Fund | — | — | — | $8.4M | 2.2% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $7.7M | 2.0% | |
| CREF Equity Index R2 Variable Annuity | — | — | — | $7.1M | 1.9% | |
| Vanguard Target Retire 2020 Mutual Fund | — | — | — | $7.0M | 1.8% | |
| Vanguard Target Retire 2050 Mutual Fund | — | — | — | $6.8M | 1.8% | |
| CREF Global Equities R2 Variable Annuity | — | — | — | $6.6M | 1.7% | |
| Vanguard Target Retire 2030 Mutual Fund | — | — | — | $6.0M | 1.6% | |
| Vanguard Target Retire 2025 Mutual Fund | — | — | — | $5.7M | 1.5% | |
| Metropolitan W Tot Ret Bd Pln Mutual Fund | — | — | — | $5.5M | 1.5% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $3.1M | 0.8% | |
| Vanguard Target Retire 2055 Mutual Fund | — | — | — | $2.9M | 0.8% | |
| Vanguard Target Retire Income Mutual Fund | — | — | — | $2.9M | 0.7% | |
| CREF Core Bond R2 Variable Annuity | — | — | — | $1.6M | 0.4% | |
| CREF Money Market R2 Variable Annuity | — | — | — | $1.4M | 0.4% | |
| CREF Inflation-Linked Bond R2 Variable Annuity | — | — | — | $832K | 0.2% | |
| Vanguard Target Retire 2060 Mutual Fund | — | — | — | $632K | 0.2% | |
| Notes Receivable from Participants Participant Loans Interest Rates from 4.25% to 9.50% | — | — | — | $445K | 0.1% | |
| Vanguard Target Retire 2070 Mutual Fund | — | — | — | $117K | <0.1% | |
| Vanguard Target Retire 2065 Mutual Fund | — | — | — | $39K | <0.1% |