Back to filter
Original filing (PDF)20231014082942NAL0046928400001
CLARKS SUMMIT UNIVERSITY
Form 5500
FILING_RECEIVED
CLARKS SUMMIT UNIVERSITY 403(B) PLAN
403(b) retirement plan
Active participants
49
Accounts w/ balance
142
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARKS SUMMIT UNIVERSITY.
Plan sponsor
Name
CLARKS SUMMIT UNIVERSITY
EIN
15-0543962
Address
538 VENARD ROAD · CLARKS SUMMIT, PA · 18411
Phone
(570) 585-9207
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
MCGRAIL MERKEL QUINN & ASSOC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $100K(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $100K | 2.2% |
Related plans
Similar-size Educational Services plans
NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS
NACSA 401(K) RETIREMENT PLAN
$4.6M · 15 participants
PHILADELPHIA YOUTH FOR CHANGE CHARTER SCHOOL
PHIL YTH FOR CHANGE CHARTER SCHOOL401(K) PLAN
$4.6M · 49 participants
THE GENEVA SCHOOL OF BOERNE
THE GENEVA SCHOOL OF BOERNE 401(K) RETIREMENT PLAN
$4.6M · 114 participants
MORGAN AUTISM CENTER
MORGAN AUTISM CENTER 403(B) PLAN
$4.6M · 112 participants
TALKINGPOINTS
TALKINGPOINTS 401(K) PLAN
$4.6M · 57 participants
THE ACHIEVEMENT CENTERS, INC.
THE ACHIEVEMENT CENTERS, INC. 401(K) PROFIT SHARING PLAN
$4.6M · 38 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B