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Original filing (PDF)20250619112930NAL0001833587001
SUNY COBLESKILL AUXILIARY SERVICES, INC
Form 5500
FILING_RECEIVED
SUNY COBLESKILL AUXILARY SERVICES, INC 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
198
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNY COBLESKILL AUXILIARY SERVICES, INC.
Plan sponsor
Name
SUNY COBLESKILL AUXILIARY SERVICES, INC
EIN
14-1416206
Address
152 ALBANY AVE. · COBLESKILL, NY · 120435750
Phone
(518) 255-5540
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
2025-06-19
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BOWERS & COMPANY CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | PARTY-IN-INTEREST | $6K | — |
Investments
52 direct securities · 1 pooled fund· $9.6M(99% 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
$9.5M
52 holdings
Pooled Separate Account
$103K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Fixed Annuity Contract | — | — | — | $1.8M | 18.8% | |
| NUVEEN Lifecycle 2025 Mutual Fund | — | — | — | $1.5M | 15.6% | |
| NUVEEN Lifecycle 2030 Mutual Fund | — | — | — | $1.2M | 12.4% | |
| NUVEEN Lifecycle 2040 Mutual Fund | — | — | — | $752K | 7.7% | |
| NUVEEN Lifecycle 2035 Mutual Fund | — | — | — | $607K | 6.3% | |
| CREF Stock Variable Annuity Contract | — | — | — | $465K | 4.8% | |
| NUVEEN Lifecycle 2050 Mutual Fund | — | — | — | $421K | 4.3% | |
| NUVEEN Lifecycle 2055 Mutual Fund | — | — | — | $259K | 2.7% | |
| NUVEEN Lifecycle 2020 Mutual Fund | — | — | — | $213K | 2.2% | |
| CREF Global Equities Variable Annuity Contract | — | — | — | $199K | 2.0% | |
| NUVEEN Lifecycle 2045 Mutual Fund | — | — | — | $174K | 1.8% | |
| CREF Social Choice Variable Annuity Contract | — | — | — | $172K | 1.8% | |
| CREF Money Market Variable Annuity Contract | — | — | — | $170K | 1.7% | |
| TIAA Access Nuveen Lifecycle 2030 Mutual Fund | — | — | — | $123K | 1.3% | |
| CREF Growth Variable Annuity Contract | — | — | — | $107K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $103K | 1.1% | |
| CREF Bond Market Variable Annuity Contract | — | — | — | $102K | 1.0% | |
| CREF Equity Index Variable Annuity Contract | — | — | — | $93K | 1.0% | |
| TIAA Access Nuveen International Equity Mutual Fund | — | — | — | $89K | 0.9% | |
| TransAmerica International Equity Mutual Fund | — | — | — | $78K | 0.8% | |
| NUVEEN Lifecycle 2015 Mutual Fund | — | — | — | $77K | 0.8% | |
| JP Morgan US GARP Equity Mutual Fund | — | — | — | $67K | 0.7% | |
| TIAA Stable Value Fixed Annuity Contract | — | — | — | $67K | 0.7% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $53K | 0.5% | |
| TIAA Access Real Estate Securities Mutual Fund | — | — | — | $53K | 0.5% | |
| American Funds American Mutual R4 Mutual Fund | — | — | — | $48K | 0.5% | |
| TIAA Access Nuveen Large-Cap Value Mutual Fund | — | — | — | $41K | 0.4% | |
| TIAA Access Nuveen Small-Cap Blend Mutual Fund | — | — | — | $41K | 0.4% | |
| CREF Inflation-Linked Bond Variable Annuity Contract | — | — | — | $39K | 0.4% | |
| MFS Mid-Cap Value R3 Mutual Fund | — | — | — | $38K | 0.4% | |
| Vanguard Wellesley Income Mutual Fund | — | — | — | $37K | 0.4% | |
| JHancock Bond R6 Mutual Fund | — | — | — | $32K | 0.3% | |
| NUVEEN Lifecycle 2060 Mutual Fund | — | — | — | $32K | 0.3% | |
| American Funds New Perspective R4 Mutual Fund * 819 ** Blackrock Inflation Protected Bond Mutual Fund | — | — | — | $30K | 0.3% | |
| TIAA Access Nuveen Small-Cap Equity Mutual Fund | — | — | — | $22K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2035 Mutual Fund | — | — | — | $20K | 0.2% | |
| JP Morgan Small Cap Equity Mutual Fund | — | — | — | $18K | 0.2% | |
| NUVEEN Real Estate Securities Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Lifestrategy Growth Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $16K | 0.2% | |
| MassMutual Select Mid-Cap Growth Equity Mutual Fund | — | — | — | $14K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2020 Mutual Fund * 475 ** TIAA Access Nuveen Lifecycle 2025 Mutual Fund | — | — | — | $14K | 0.1% | |
| Lord Abbett Short Duration Income Mutual Fund | — | — | — | $13K | 0.1% | |
| TIAA Access Nuveen Mid-Cap Value Mutual Fund | — | — | — | $12K | 0.1% | |
| Columbia Balanced Fund Class Y Mutual Fund | — | — | — | $11K | 0.1% | |
| NUVEEN Lifecycle 2010 Mutual Fund | — | — | — | $11K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2045 Mutual Fund | — | — | — | $10K | 0.1% | |
| Delaware Ivy Small Cap Growth Mutual Fund | — | — | — | $9K | <0.1% | |
| NUVEEN Lifecycle Income Mutual Fund | — | — | — | $7K | <0.1% | |
| NUVEEN Lifecycle 2065 Mutual Fund | — | — | — | $3K | <0.1% | |
| Allspring Special Small Cap Value Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| NUVEEN Large Cap Equity Mutual Fund | — | — | — | $1K | <0.1% |
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