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Original filing (PDF)20251014144241NAL0006479746002
SKIDMORE COLLEGE
Form 5500
FILING_RECEIVED
SKIDMORE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,752
Accounts w/ balance
2,060
Plan assets (EOY)
$368.4M
Net assets (EOY)
$368.4M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKIDMORE COLLEGE.
Plan sponsor
Name
SKIDMORE COLLEGE
EIN
14-1338562
Address
815 NORTH BROADWAY · SARATOGA SPRINGS, NY · 128661698
Phone
(518) 580-5000
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
2025-10-14
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $102K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | WINDSOR, CT | — | $47K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | — | $8K | — |
Investments
42 direct securities · 1 pooled fund· $368.6M(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
$360.8M
42 holdings
Pooled Separate Account
$7.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Registered Investment Company | — | — | — | $54.6M | 14.8% | |
| TIAA Traditional Non Benefit Responsive Account Non-benefit responsive contract | — | — | — | $44.9M | 12.2% | |
| CREF Stock Account Variable Annuity | — | — | — | $33.2M | 9.0% | |
| Vanguard Target Retire 2030 Registered Investment Company | — | — | — | $18.5M | 5.0% | |
| Vanguard Target Retire 2025 Registered Investment Company | — | — | — | $17.7M | 4.8% | |
| Vanguard Target Retire 2035 Registered Investment Company | — | — | — | $16.7M | 4.5% | |
| TIAA Traditional Benefit Responsive Account Benefit responsive contract | — | — | — | $15.0M | 4.1% | |
| Vanguard Target Retire 2045 Registered Investment Company | — | — | — | $13.1M | 3.6% | |
| Vanguard Target Retire 2040 Registered Investment Company | — | — | — | $12.4M | 3.4% | |
| Vanguard Target Retire 2050 Registered Investment Company | — | — | — | $10.9M | 2.9% | |
| Vanguard Target Retire 2020 Registered Investment Company | — | — | — | $9.8M | 2.7% | |
| Vanguard Target Retire Income Registered Investment Company | — | — | — | $9.4M | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Inst Registered Investment Company | — | — | — | $8.8M | 2.4% | |
| Vanguard Small-Cap Idx Inst Registered Investment Company | — | — | — | $8.8M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7.8M | 2.1% | |
| CREF Social Choice Account Variable Annuity | — | — | — | $7.7M | 2.1% | |
| Vanguard US Growth Adm Registered Investment Company | — | — | — | $7.5M | 2.0% | |
| Vanguard Ttl Intl Stk Idx Inst Registered Investment Company | — | — | — | $7.4M | 2.0% | |
| Vanguard Mid-Cap Idx Inst Registered Investment Company | — | — | — | $7.0M | 1.9% | |
| CREF Growth Account Variable Annuity | — | — | — | $6.5M | 1.8% | |
| CREF Global Equities Account Variable Annuity | — | — | — | $6.1M | 1.7% | |
| Vanguard Federal Money Mkt Inv Registered Investment Company | — | — | — | $6.1M | 1.7% | |
| Vanguard Windsor Adm Registered Investment Company | — | — | — | $5.8M | 1.6% | |
| TIAA-CREF Self Directed Acct Other | — | — | — | $4.2M | 1.1% | |
| MFS Intl Diversification Cl R6 Registered Investment Company | — | — | — | $3.9M | 1.1% | |
| Vanguard Target Retire 2055 Registered Investment Company | — | — | — | $3.7M | 1.0% | |
| Vanguard FTSE Social Index Adm Registered Investment Company | — | — | — | $3.7M | 1.0% | |
| CREF Equity Index Account Variable Annuity | — | — | — | $3.2M | 0.9% | |
| CREF Core Bond Account Variable Annuity | — | — | — | $2.9M | 0.8% | |
| Vanguard Real Estate Idx Adm Registered Investment Company | — | — | — | $2.7M | 0.7% | |
| CREF Inflation-Linked Bond Account Variable Annuity | — | — | — | $1.8M | 0.5% | |
| Vanguard Target Retire 2060 Registered Investment Company | — | — | — | $1.7M | 0.5% | |
| CREF Money Market Account Variable Annuity | — | — | — | $985K | 0.3% | |
| Vanguard Ttl Intl Bnd Idx Adm Registered Investment Company | — | — | — | $859K | 0.2% | |
| Vanguard Target Retire 2065 Registered Investment Company | — | — | — | $528K | 0.1% | |
| Vanguard Infl Protect Sec Adm Registered Investment Company | — | — | — | $511K | 0.1% | |
| PIMCO RAE US Small Instl Class Registered Investment Company | — | — | — | $491K | 0.1% | |
| Notes receivable from participants Interest rates of 4.25% - 8.50% - | — | — | — | $431K | 0.1% | |
| BlackRock Total Return K Registered Investment Company | — | — | — | $384K | 0.1% | |
| TIAA Traditional Benefit Responsive 2 Account Benefit responsive contract | — | — | — | $353K | <0.1% | |
| ClearBridge Small Cp Growth IS Registered Investment Company | — | — | — | $288K | <0.1% | |
| Plan Loan Default Fund Benefit responsive contract | — | — | — | $41K | <0.1% | |
| Vanguard Target Retire 2070 Registered Investment Company | — | — | — | $11K | <0.1% |