Original filing (PDF)20251008120231NAL0013673474001

MARIA COLLEGE

Name: MARIA COLLEGE — TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF MARIA COLLEGE, Form 5500 (2024)
Creator: MARIA COLLEGE

Form 5500

FILING_RECEIVED

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR ALL EMPLOYEES OF MARIA COLLEGE

403(b) retirement plan

Active participants

Accounts w/ balance

171

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

How this plan invests

This plan

1 pooled trust

Schedule D

10 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIA COLLEGE.

Plan sponsor

Name

MARIA COLLEGE

EIN

14-1463151

Address

700 NEW SCOTLAND AVENUE · ALBANY, NY · 122081715

Phone

(518) 861-2580

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

2025-10-08

Pension benefit codes

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

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 direct securities · 1 pooled fund· $11.1M(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

$10.7M

9 holdings

Pooled Separate Account

$337K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	CREF Growth R1 4,431 shares	—	—	$4K	$2.3M	20.6%
	TIAA Traditional Annuity Non-benefit responsive contract Omitted -	—	—	—	$2.2M	19.8%

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