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Original filing (PDF)20251015174359NAL0005558993001
CHURCH WORLD SERVICE INC.
Form 5500
FILING_RECEIVED
CHURCH WORLD SERVICE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,171
Accounts w/ balance
1,536
Plan assets (EOY)
$45.1M
Net assets (EOY)
$45.1M
How this plan invests
This plan
1 pooled trust
Schedule D
98 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHURCH WORLD SERVICE INC..
Plan sponsor
Name
CHURCH WORLD SERVICE INC.
EIN
13-4080201
Address
P O BOX 968 · ELKHART, IN · 465150968
Phone
(574) 264-3102
Industry
Other Services (ex. Public Admin)see 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
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | NONE | $62K | — |
| GALLAGHER FIDUCIARY SERVICES LLC | 36-4291971 | — | NONE | $18K | — |
Investments
97 direct securities · 1 pooled fund· $45.0M(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
$43.9M
97 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R1 Registered investment companies | — | — | — | $5.2M | 11.6% | |
| TIAA Traditional Non Benefit Responsive Group annuity contracts | — | — | — | $3.7M | 8.2% | |
| Nuveen LfCycle Ix 2050 R6 Mutual funds | — | — | — | $2.7M | 5.9% | |
| Nuveen LfCycle Ix 2055 R6 Mutual funds | — | — | — | $2.2M | 4.8% | |
| CREF Social Choice R1 Registered investment companies | — | — | — | $2.1M | 4.6% | |
| Fully Benefit Responsive Contract * TIAA and CREF TIAA Traditional Benefit Responsive | — | — | — | $1.8M | 4.0% | |
| Nuveen LifCyc 2050 T4 Mutual funds | — | — | — | $1.7M | 3.8% | |
| Nuveen LfCycle Ix 2045 R6 Mutual funds | — | — | — | $1.6M | 3.5% | |
| CREF Growth R1 Registered investment companies | — | — | — | $1.6M | 3.5% | |
| CREF Equity Index R1 Registered investment companies | — | — | — | $1.5M | 3.3% | |
| CREF Global Equities R1 Registered investment companies | — | — | — | $1.5M | 3.2% | |
| Nuveen LifCyc 2045 T4 Mutual funds | — | — | — | $1.5M | 3.2% | |
| Nuveen LfCycle Ix 2030 R6 Mutual funds | — | — | — | $1.3M | 3.0% | |
| Nuveen LfCycle Ix 2060 R6 Mutual funds | — | — | — | $1.3M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 2.6% | |
| Nuveen LfCycle Ix 2035 R6 Mutual funds | — | — | — | $1.1M | 2.3% | |
| CREF Money Market R1 Registered investment companies | — | — | — | $903K | 2.0% | |
| Nuveen LfCycle Ix 2040 R6 Mutual funds | — | — | — | $733K | 1.6% | |
| Nuveen LifCyc 2040 T4 Mutual funds | — | — | — | $720K | 1.6% | |
| Nuveen LifCyc 2030 T4 Mutual funds | — | — | — | $624K | 1.4% | |
| TIAA Traditional Non Benefit Responsive 2 Group annuity contracts | — | — | — | $613K | 1.4% | |
| Nuveen LifCyc 2035 T4 Mutual funds | — | — | — | $570K | 1.3% | |
| CREF Core Bond R1 Registered investment companies | — | — | — | $511K | 1.1% | |
| CREF Inflation-Linked Bond R1 Registered investment companies | — | — | — | $484K | 1.1% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual funds | — | — | — | $436K | 1.0% | |
| Vanguard Ttl Stk Mkt Idx Adm Mutual funds | — | — | — | $425K | 0.9% | |
| Nuveen LifCyc 2020 T4 Mutual funds | — | — | — | $320K | 0.7% | |
| Nuveen Intl Equity T4 Mutual funds | — | — | — | $319K | 0.7% | |
| Nuveen LfCycle Ix 2025 R6 Mutual funds | — | — | — | $309K | 0.7% | |
| American Funds Balanced Fd R6 Mutual funds | — | — | — | $308K | 0.7% | |
| Vanguard Equity Income Adm Mutual funds | — | — | — | $297K | 0.7% | |
| Metlife Stock Index Portfolio Mutual funds | — | — | — | $280K | 0.6% | |
| Metlife Guaranteed Fixed Account Group annuity contracts | — | — | — | $274K | 0.6% | |
| Vanguard US Growth Adm Mutual funds | — | — | — | $268K | 0.6% | |
| Nuveen LifCyc 2055 T4 Mutual funds | — | — | — | $266K | 0.6% | |
| Nuveen LfCycle Ix 2065 R6 Mutual funds | — | — | — | $254K | 0.6% | |
| Vanguard FTSE Social Index Adm Mutual funds | — | — | — | $222K | 0.5% | |
| TIAA and CREF Notes receivable from participants; Interest rates from 4.25% to 9.5% maturing through February 2031 | — | — | — | $221K | 0.5% | |
| Nuveen LfCyc Ix Ret Inc R6 Mutual funds | — | — | — | $221K | 0.5% | |
| Equitable ocm Stock Index Mutual funds | — | — | — | $220K | 0.5% | |
| Vanguard Intr-Trm Bnd Idx Adm Mutual funds | — | — | — | $209K | 0.5% | |
| Nuveen Lrg Cap Val T4 Mutual funds | — | — | — | $191K | 0.4% | |
| Nuveen LifCyc 2025 T4 Mutual funds | — | — | — | $189K | 0.4% | |
| Nuveen LfCycle Ix 2020 R6 Mutual funds | — | — | — | $169K | 0.4% | |
| Nuveen Qt Sm Cp Eq T4 Mutual funds | — | — | — | $168K | 0.4% | |
| Nuveen RlEstSecSel T4 Mutual funds | — | — | — | $159K | 0.4% | |
| Nuveen Core Equity T4 Mutual funds | — | — | — | $157K | 0.3% | |
| American EuroPac Growth R6 Mutual funds | — | — | — | $156K | 0.3% | |
| DFA GLOBAL EQUITY I Mutual funds | — | — | — | $154K | 0.3% | |
| Axa Guaranteed Interest Account Group annuity contracts | — | — | — | $137K | 0.3% | |
| Nuveen Mid Cap Val T4 Mutual funds | — | — | — | $133K | 0.3% | |
| Vanguard Small-Cap Idx Adm Mutual funds | — | — | — | $128K | 0.3% | |
| Brighthouse/ Wellington Balanced Portfolio Mutual funds ** 662 Brighthouse/Wellington Large Cap Research Portfolio Mutual funds | — | — | — | $113K | 0.3% | |
| TIAA Stable Value Group annuity contracts | — | — | — | $112K | 0.2% | |
| Nuveen Sm Cp Bl Ix T4 Mutual funds | — | — | — | $101K | 0.2% | |
| Nuveen Real Est Sec Sel R6 Mutual funds | — | — | — | $96K | 0.2% | |
| Vanguard Explorer Adm Mutual funds | — | — | — | $93K | 0.2% | |
| JPMorgan Mid Cap Gro Fd Cl R6 Mutual funds | — | — | — | $90K | 0.2% | |
| Nuveen LgCp Res Eq T4 Mutual funds | — | — | — | $85K | 0.2% | |
| Vanguard Mid-Cap Idx Adm Mutual funds | — | — | — | $79K | 0.2% | |
| Nuveen LifCyc 2015 T4 Mutual funds | — | — | — | $71K | 0.2% | |
| DFA US Targeted Val Port Inst Mutual funds | — | — | — | $69K | 0.2% | |
| Allspring Spec Mid Cap Val R6 Mutual funds | — | — | — | $69K | 0.2% | |
| Nuveen LfCy Rt Inc T4 Mutual funds | — | — | — | $68K | 0.2% | |
| PGIM Total Return Bond R6 Mutual funds | — | — | — | $67K | 0.1% | |
| Calvert Vp Sri Balanced Portfolio Mutual funds | — | — | — | $64K | 0.1% | |
| Nuveen Core Pl Bd T4 Mutual funds | — | — | — | $32K | <0.1% | |
| Nuveen Mid Cap Grw T4 Mutual funds | — | — | — | $32K | <0.1% | |
| Nuveen Infl Lnk Bd T4 Mutual funds | — | — | — | $31K | <0.1% | |
| Nuveen LifCyc 2010 T4 Mutual funds | — | — | — | $28K | <0.1% | |
| Nuveen Core Bond T4 Mutual funds | — | — | — | $26K | <0.1% | |
| Nuveen LifCyc 2060 T4 Mutual funds | — | — | — | $25K | <0.1% | |
| Metlife Msci Eafe Index Portfolio Mutual funds | — | — | — | $24K | <0.1% | |
| Frontier Mid Cap Growth Portfolio Mutual funds | — | — | — | $23K | <0.1% | |
| AXA LG CAP Grw Managed Vol Mutual funds | — | — | — | $21K | <0.1% | |
| NewYork Life Annuity Contract Group annuity contracts | — | — | — | $20K | <0.1% | |
| Empower Guaranteed Interest Account Group annuity contracts | — | — | — | $18K | <0.1% | |
| TIAA and CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $16K | <0.1% | |
| Nuveen Lrg Cap Gr T4 Mutual funds | — | — | — | $15K | <0.1% | |
| Morgan Stanley Discovery Portfolio Mutual funds | — | — | — | $12K | <0.1% | |
| Nuveen Equity Idx T4 Mutual funds | — | — | — | $12K | <0.1% | |
| METLIFE Notes receivable from participants | — | — | — | $9K | <0.1% | |
| Baillie Gifford International Stock Portfolio Mutual funds | — | — | — | $9K | <0.1% | |
| Equitable International Equity Index Mutual funds | — | — | — | $8K | <0.1% | |
| Axa Mid Cap Val Managed Vol Mutual funds | — | — | — | $8K | <0.1% | |
| Nuveen Money Mkt T4 Mutual funds | — | — | — | $7K | <0.1% | |
| Medley PSF PGIM Govt MMkt Portfolio Mutual funds | — | — | — | $5K | <0.1% | |
| Nuveen LfCycle Ix 2015 R6 Mutual funds | — | — | — | $5K | <0.1% | |
| Metlife Russell 2000 Index Portfolio Mutual funds | — | — | — | $4K | <0.1% | |
| Blackrock Bond Income Portfolio Mutual funds | — | — | — | $4K | <0.1% | |
| Multimanager Aggressive Equity Mutual funds | — | — | — | $3K | <0.1% | |
| MFS Value Portfolio Class e Mutual funds | — | — | — | $3K | <0.1% | |
| T. Rowe Price Large Cap Growth Portfolio Mutual funds | — | — | — | $3K | <0.1% | |
| Equitable Equity 500 Index Mutual funds | — | — | — | $2K | <0.1% | |
| Metlife Aggregate Bond Index Portfolio Mutual funds | — | — | — | $1K | <0.1% | |
| Victory Sycamore Mid Cap Value Portfolio Mutual funds | — | — | — | $1K | <0.1% | |
| T. Rowe Price Small Cap Growth Portfolio Mutual funds | — | — | — | $1K | <0.1% | |
| Medley Prudential Capital Growth Account Mutual funds | — | — | — | $1K | <0.1% |