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Original filing (PDF)20251014082133NAL0002392529001
CLARKSON UNIVERSITY
Form 5500
FILING_RECEIVED
CLARKSON UNIVERSITY PENSION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
772
Accounts w/ balance
1,412
Plan assets (EOY)
$372.7M
Net assets (EOY)
$372.7M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 CLARKSON UNIVERSITY.
Plan sponsor
Name
CLARKSON UNIVERSITY
EIN
15-0543659
Address
8 CLARKSON AVENUE, CU BOX 5542 · POTSDAM, NY · 13699
Phone
(315) 268-2222
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $131K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $40K | — |
| MCSOLEY MCCOY & CO | 03-0327374 | — | NONE | $14K | — |
Investments
43 direct securities · 1 pooled fund· $372.7M(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
$361.6M
43 holdings
Pooled Separate Account
$11.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive - annuity contracts | — | — | — | $59.0M | 15.8% | |
| CREF Stock R2 48,685.8725 shares | — | — | $49K | $44.4M | 11.9% | |
| Vanguard Institutional Index 59,665.5583 shares | — | — | $60K | $28.6M | 7.7% | |
| TIAA Traditional Non Benefit Responsive 2 - annuity contracts | — | — | — | $17.5M | 4.7% | |
| JP Morgan Large Cap Growth 193,944.9020 shares | — | — | $194K | $16.2M | 4.4% | |
| TIAA Traditional Benefit Responsive - annuity contracts | — | — | — | $15.6M | 4.2% | |
| Vanguard Total Intl Stock Index 100,290.9699 shares | — | — | $100K | $12.7M | 3.4% | |
| Vanguard Extended Market Index 87,123.3651 shares | — | — | $87K | $12.6M | 3.4% | |
| TIAA-CREF Lifecycle 2040 - Inst 1,034,820.2131 shares | — | — | $1.0M | $11.4M | 3.1% | |
| TIAA Traditional Benefit Responsive 2 - annuity contracts | — | — | — | $11.2M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $24K | $11.2M | 3.0% | |
| TIAA-CREF Lifecycle 2045 - Inst 669,141.3378 shares | — | — | $669K | $9.4M | 2.5% | |
| TIAA-CREF Lifecycle 2035 - Inst 873,438.6514 shares | — | — | $873K | $9.3M | 2.5% | |
| T. Rowe Price Equity Income 261,935.8049 shares | — | — | $262K | $9.1M | 2.4% | |
| TIAA-CREF Lifecycle 2030 - Inst 845,653.6666 shares | — | — | $846K | $8.7M | 2.3% | |
| CREF Growth R2 15,892.0980 shares | — | — | $16K | $8.3M | 2.2% | |
| TIAA-CREF Lifecycle 2050 - Inst 449,594.3604 shares | — | — | $450K | $6.5M | 1.8% | |
| Vanguard Total Bond Market Index Fund 689,648.9875 shares | — | — | $690K | $6.5M | 1.8% | |
| CREF Stock R4 6,927.2289 shares | — | — | $7K | $6.4M | 1.7% | |
| TIAA-CREF Lifecycle 2025 - Inst 642,956.9873 shares | — | — | $643K | $6.4M | 1.7% | |
| CREF Social Choice R4 15,407.9900 shares | — | — | $15K | $5.7M | 1.5% | |
| CREF Global Equities R2 14,161.0746 shares | — | — | $14K | $4.9M | 1.3% | |
| CREF Social Choice R2 12,203.4647 shares | — | — | $12K | $4.5M | 1.2% | |
| Eaton Vance Atlanta Capital SMID-Cap 100,010.3940 shares | — | — | $100K | $4.2M | 1.1% | |
| Vanguard Federal Money Market 4,200,819.1619 shares | — | — | $4.2M | $4.2M | 1.1% | |
| TIAA-CREF Lifecycle 2020 - Inst 432,744.7052 shares | — | — | $433K | $4.1M | 1.1% | |
| CREF Money Market R2 131,606.8484 shares | — | — | $132K | $3.9M | 1.0% | |
| CREF Equity Index R2 7,367.9435 shares | — | — | $7K | $3.8M | 1.0% | |
| Dodge & Cox Income Fund 290,311.6597 shares | — | — | $290K | $3.6M | 1.0% | |
| Diamond Hill Small Mid Cap 118,173.6470 shares | — | — | $118K | $3.0M | 0.8% | |
| TIAA-CREF Lifecycle 2055 - Inst 171,546.4266 shares | — | — | $172K | $3.0M | 0.8% | |
| Invesco Developing Market 74,960.2654 shares | — | — | $75K | $2.9M | 0.8% | |
| TIAA-CREF Lifecycle 2015 - Inst 297,739.6597 shares | — | — | $298K | $2.7M | 0.7% | |
| Vanguard Inflation-Protected Secs Adm 118,850.3053 shares | — | — | $119K | $2.7M | 0.7% | |
| T. Rowe Price Overseas Stock I 133,278.8562 shares | — | — | $133K | $1.7M | 0.4% | |
| TIAA-CREF Lifecycle Retirement Income 113,320.5163 shares | — | — | $113K | $1.3M | 0.3% | |
| TIAA-CREF Lifecycle 2010 - Inst 128,302.3324 shares | — | — | $128K | $1.3M | 0.3% | |
| CREF Core Bond R2 9,494.1581 shares | — | — | $9K | $1.3M | 0.3% | |
| TIAA-CREF Lifecycle 2060 - Inst 65,691.2860 shares | — | — | $66K | $988K | 0.3% | |
| CREF Inflation-Linked Bond R2 11,625.8449 shares | — | — | $12K | $980K | 0.3% | |
| BW Global Opportunities Bond I 89,841.3997 shares | — | — | $90K | $737K | 0.2% | |
| Participant Loans 4.25-9.50% | — | — | — | $483K | 0.1% | |
| TIAA Loan Default Fund - annuity contracts | — | — | — | $23K | <0.1% | |
| TIAA-CREF Lifecycle 2065 - Inst 737.5682 shares | — | — | — | $10K | <0.1% |
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