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Original filing (PDF)20251003123030NAL0001385649001
HAMILTON COLLEGE
Form 5500
FILING_RECEIVED
HAMILTON COLLEGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
772
Accounts w/ balance
1,863
Plan assets (EOY)
$351.8M
Net assets (EOY)
$351.8M
How this plan invests
This plan
1 pooled trust
Schedule D
120 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMILTON COLLEGE.
Plan sponsor
Name
HAMILTON COLLEGE
EIN
15-0532200
Address
198 COLLEGE HILL ROAD · CLINTON, NY · 133231295
Phone
(315) 859-4689
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
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | — | $93K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | — | $63K | — |
| BONADIO & CO., LLP | 16-1131146 | — | — | $15K | — |
Investments
119 direct securities · 1 pooled fund· $351.8M(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
$339.6M
119 holdings
Pooled Separate Account
$12.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive | — | — | — | $56.2M | 16.0% | |
| CREF Stock R2 | — | — | — | $50.4M | 14.3% | |
| CREF Equity Index R2 | — | — | — | $46.8M | 13.3% | |
| TIAA Traditional Benefit Responsive | — | — | — | $23.9M | 6.8% | |
| CREF Social Choice R2 | — | — | — | $20.0M | 5.7% | |
| Nuveen Internatl Eq Idx R6 | — | — | — | $15.3M | 4.3% | |
| PIMCO Total Return Instl | — | — | — | $12.5M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.1M | 3.5% | |
| Nuveen Small Cap Bld Idx R6 | — | — | — | $11.5M | 3.3% | |
| Nuveen LfCycle Ix 2040 R6 | — | — | — | $10.4M | 3.0% | |
| Nuveen LfCycle Ix 2045 R6 | — | — | — | $8.6M | 2.5% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $7.7M | 2.2% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $7.0M | 2.0% | |
| Nuveen LfCycle Ix 2030 R7 | — | — | — | $6.9M | 2.0% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | — | $6.6M | 1.9% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | — | $6.5M | 1.9% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | — | $6.5M | 1.8% | |
| CREF Growth R2 | — | — | — | $5.7M | 1.6% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | — | $4.5M | 1.3% | |
| CREF Global Equities R2 | — | — | — | $2.4M | 0.7% | |
| CREF Money Market R2 | — | — | — | $2.1M | 0.6% | |
| FID CONTRAFUND | — | — | — | $1.9M | 0.5% | |
| Nuveen LfCycle Ix 2020 R6 | — | — | — | $1.9M | 0.5% | |
| DFA Internat Sustain Core 1 | — | — | — | $1.8M | 0.5% | |
| Parnassus Core Equity Inst | — | — | — | $1.8M | 0.5% | |
| Nuveen LfCycle Ix 2010 R6 | — | — | — | $1.4M | 0.4% | |
| Nuveen Core Impact Bond R6 | — | — | — | $1.4M | 0.4% | |
| FID TOTAL MKT IDX | — | — | — | $1.3M | 0.4% | |
| FID GROWTH COMPANY | — | — | — | $1.1M | 0.3% | |
| Nuveen LfCycle Ix 2015 R6 | — | — | — | $1.1M | 0.3% | |
| Nuveen LfCyc Ix Ret Inc R6 | — | — | — | $960K | 0.3% | |
| FID OTC PORTFOLIO | — | — | — | $938K | 0.3% | |
| FID SEL SEMICONDUCT | — | — | — | $896K | 0.3% | |
| Nuveen LfCycle Ix 2060 R6 | — | — | — | $845K | 0.2% | |
| CREF Core Bond R2 | — | — | — | $792K | 0.2% | |
| FID FDM IDX 2030 IPR | — | — | — | $772K | 0.2% | |
| FID FREEDOM 2040 K | — | — | — | $671K | 0.2% | |
| FID GOV CASH RESERVE | — | — | — | $669K | 0.2% | |
| FID TOTAL BOND | — | — | — | $654K | 0.2% | |
| FID FREEDOM 2030 K | — | — | — | $504K | 0.1% | |
| FID MAGELLAN | — | — | — | $474K | 0.1% | |
| FID 500 INDEX | — | — | — | $439K | 0.1% | |
| FID FREEDOM 2035 K | — | — | — | $424K | 0.1% | |
| FID GROWTH & INC | — | — | — | $408K | 0.1% | |
| Notes receivable from participants | — | — | — | $369K | 0.1% | |
| FID BLUE CHIP GR | — | — | — | $357K | 0.1% | |
| FID GLB EX US IDX | — | — | — | $350K | <0.1% | |
| FID PURITAN | — | — | — | $314K | <0.1% | |
| FID INTL INDEX | — | — | — | $299K | <0.1% | |
| FID EQUITY INC | — | — | — | $291K | <0.1% | |
| Columbia Emerging Mkts Bd Is3 | — | — | — | $247K | <0.1% | |
| FID TOTAL INTL EQ | — | — | — | $209K | <0.1% | |
| FID INVST GR BD | — | — | — | $174K | <0.1% | |
| FID FREEDOM 2025 K | — | — | — | $168K | <0.1% | |
| FID FREEDOM 2050 K | — | — | — | $165K | <0.1% | |
| FID FREEDOM 2045 K | — | — | — | $144K | <0.1% | |
| FID INTL CAP APPREC | — | — | — | $142K | <0.1% | |
| FID INTERMED BOND | — | — | — | $134K | <0.1% | |
| FID US BOND IDX | — | — | — | $132K | <0.1% | |
| FID BALANCED | — | — | — | $119K | <0.1% | |
| FID OVERSEAS | — | — | — | $115K | <0.1% | |
| FID LOW PRICED STK | — | — | — | $111K | <0.1% | |
| FID CAPITAL & INCOME | — | — | — | $111K | <0.1% | |
| FID SEL TECHNOLOGY | — | — | — | $111K | <0.1% | |
| FID ASSET MGR 85% | — | — | — | $77K | <0.1% | |
| FID FREEDOM 2015 K | — | — | — | $77K | <0.1% | |
| FID SMALL CAP VALUE | — | — | — | $66K | <0.1% | |
| FID INTL SMALL CAP | — | — | — | $59K | <0.1% | |
| FID ASSET MGR 70% | — | — | — | $58K | <0.1% | |
| FID MID CAP STOCK | — | — | — | $58K | <0.1% | |
| FID SM CAP DISCOVERY | — | — | — | $53K | <0.1% | |
| FID STRATEGIC INCOME | — | — | — | $53K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | — | $50K | <0.1% | |
| FID REAL ESTATE INC | — | — | — | $42K | <0.1% | |
| FID NASDAQ COMP INDX | — | — | — | $38K | <0.1% | |
| FID GOVT MMRK PRM | — | — | — | $38K | <0.1% | |
| FID WORLDWIDE | — | — | — | $36K | <0.1% | |
| FID INTL DISCOVERY | — | — | — | $35K | <0.1% | |
| FID EQ DIV INCOME | — | — | — | $34K | <0.1% | |
| FID NEW MILLEN | — | — | — | $22K | <0.1% | |
| FID MID CAP IDX | — | — | — | $17K | <0.1% | |
| FID CONVERTIBLE SEC | — | — | — | $17K | <0.1% | |
| FID VALUE DISCOV | — | — | — | $17K | <0.1% | |
| FID FREEDOM INC K | — | — | — | $16K | <0.1% | |
| FID VALUE | — | — | — | $15K | <0.1% | |
| FID SEL DEFENSE | — | — | — | $15K | <0.1% | |
| FID SEL ENERGY | — | — | — | $12K | <0.1% | |
| FID SMALL CAP STOCK | — | — | — | $12K | <0.1% | |
| FID GOVT MMKT | — | — | — | $11K | <0.1% | |
| FID FREEDOM 2020 K | — | — | — | $11K | <0.1% | |
| FID EXTD MKT IDX | — | — | — | $10K | <0.1% | |
| FID EMERGING MKTS | — | — | — | $10K | <0.1% | |
| FID REAL ESTATE INVS | — | — | — | $10K | <0.1% | |
| FID DIVIDEND GR | — | — | — | $10K | <0.1% | |
| FID DIVERSIFD INTL | — | — | — | $8K | <0.1% | |
| FID SEL HEALTHCARE | — | — | — | $8K | <0.1% | |
| FID SEL SOFTWARE | — | — | — | $8K | <0.1% | |
| FID TREASURY ONLY MM | — | — | — | $8K | <0.1% | |
| FID INFL PR BD IDX | — | — | — | $7K | <0.1% | |
| FID LEVERGD CO STK | — | — | — | $7K | <0.1% | |
| FID ASSET MGR 50% | — | — | — | $7K | <0.1% | |
| FID EUROPE | — | — | — | $5K | <0.1% | |
| FID STRAT DIV & INC | — | — | — | $4K | <0.1% | |
| FID GLB COMDTY STK | — | — | — | $4K | <0.1% | |
| FID SHORT TERM BOND | — | — | — | $4K | <0.1% | |
| FID LARGE CAP STOCK | — | — | — | $3K | <0.1% | |
| FID NEW MARKETS INC | — | — | — | $3K | <0.1% | |
| FIDELITY GOVT INCOME | — | — | — | $3K | <0.1% | |
| FID JAPAN | — | — | — | $3K | <0.1% | |
| FID SM CAP IDX | — | — | — | $3K | <0.1% | |
| FID SEL ENT TECH SVC | — | — | — | $3K | <0.1% | |
| FID INTM TR BD IDX | — | — | — | $2K | <0.1% | |
| FID FLOAT RT HI INC | — | — | — | $2K | <0.1% | |
| FID HIGH INCOME | — | — | — | $2K | <0.1% | |
| FID SEL UTILITIES | — | — | — | $2K | <0.1% | |
| FID MORTGAGE SEC | — | — | — | $2K | <0.1% | |
| FID LT TR BD IDX | — | — | — | $1K | <0.1% | |
| FID INTL REAL ESTATE | — | — | — | $1K | <0.1% | |
| FID CHINA REGION | — | — | — | $493 | <0.1% | |
| FID ST TR BD IDX | — | — | — | $388 | <0.1% |
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