Back to filter
Original filing (PDF)20251015152510NAL0004983041001
ST. FRANCIS COLLEGE
Form 5500
FILING_RECEIVED
ST. FRANCIS COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
228
Accounts w/ balance
660
Plan assets (EOY)
$99.2M
Net assets (EOY)
$99.2M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. FRANCIS COLLEGE.
Plan sponsor
Name
ST. FRANCIS COLLEGE
EIN
11-1635105
Address
179 LIVINGSTON STREET · BROOKLYN, NY · 11201
Phone
(718) 522-2300
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
WITHUMSMITHBROWN, 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 | $44K | — |
| WITHUMSMITHBROWN, P.C. | 22-2027092 | — | NONE | $21K | — |
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | NONE | $15K | — |
Investments
34 direct securities · 1 pooled fund· $90.5M(91% 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
$87.3M
34 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $17.9M | 18.1% | |
| CREF Stock R2 | — | — | — | $15.6M | 15.8% | |
| CREF Growth R2 | — | — | — | $7.8M | 7.8% | |
| CREF Social Choice R2 | — | — | — | $5.2M | 5.2% | |
| CREF Equity Index R2 | — | — | — | $5.1M | 5.1% | |
| CREF Global Equities R2 | — | — | — | $4.3M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.1M | 3.2% | |
| Vanguard Equity Income Adm | — | — | — | $2.7M | 2.7% | |
| T Rowe Overseas Stock I | — | — | — | $2.6M | 2.6% | |
| American Funds New Perspective Fund R6 | — | — | — | $2.6M | 2.6% | |
| TIAA-CREF Nuveen Lifecycle 2040-Rtmt | — | — | — | $2.6M | 2.6% | |
| TIAA-CREF Nuveen Lifecycle 2045-Rtmt | — | — | — | $2.3M | 2.3% | |
| TIAA-CREF Nuveen Lifecycle 2030-Rtmt | — | — | — | $1.9M | 1.9% | |
| CREF Core Bond R2 | — | — | — | $1.6M | 1.6% | |
| Allspring Spec Mid Cap Val R6 | — | — | — | $1.6M | 1.6% | |
| TIAA-CREF Nuveen Lifecycle 2050-Rtmt | — | — | — | $1.5M | 1.5% | |
| TIAA-CREF Nuveen Lifecycle 2035-Rtmt | — | — | — | $1.4M | 1.4% | |
| Delaware Small CapCore Fd Inst | — | — | — | $1.4M | 1.4% | |
| TIAA-CREF Lifecycle 2065- Inst ** 359 * TIAA-CREF Money Market-Rtmt | — | — | — | $1.0M | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2025-Rtmt | — | — | — | $971K | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2055-Rtmt | — | — | — | $859K | 0.9% | |
| Principal Real Estate Securities R6 | — | — | — | $843K | 0.8% | |
| TIAA-CREF Nuveen Lifecycle 2020-Rtmt | — | — | — | $824K | 0.8% | |
| CREF Money Market R2 | — | — | — | $724K | 0.7% | |
| PGIM Total Return Bond Z | — | — | — | $722K | 0.7% | |
| JPMorgan Mid Cap Growth FD CL R6 | — | — | — | $716K | 0.7% | |
| TIAA-CREF High-Yield-Rtmt | — | — | — | $583K | 0.6% | |
| DFA Inflation ProtSecPortlnst | — | — | — | $474K | 0.5% | |
| AllianceBernstein Small Cap Growth Z | — | — | — | $391K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2010-Rtmt | — | — | — | $381K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2015-Rtmt | — | — | — | $265K | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $225K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2060- Inst | — | — | — | $214K | 0.2% | |
| American Funds New World R6 | — | — | — | $189K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle Rtmt Inc | — | — | — | $9K | <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
UNIVERSITY OF DALLAS
UNIVERSITY OF DALLAS DEFINED CONTRIBUTION RETIREMENT PLAN
$99.2M · 422 participants
LINCOLN TECHNICAL INSTITUTE, INC.
LINCOLN TECHNICAL INSTITUTE, INC 401(K) PLAN
$99.1M · 2,272 participants
AMERICAN UNIVERSITY OF BEIRUT
RETIREMENT PROGRAM FOR U. S. CITIZEN AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT
$99.4M · 219 participants
NATIONAL STUDENT CLEARINGHOUSE
NATIONAL STUDENT CLEARINGHOUSE 401(K) RETIREMENT PLAN
$99.6M · 371 participants
LAWRENCE TECHNOLOGICAL UNIVERSITY
LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN
$99.7M · 452 participants
BRENTWOOD SCHOOL
BRENTWOOD SCHOOL RETIREMENT PLAN
$99.8M · 367 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B