Original filing (PDF)20251014195549NAL0007298706001

Auxiliary Services, State University College at Oswego, Inc.

Name: Auxiliary Services, State University College at Oswego, Inc. — Form 5500 Plan 002 (2024)
Creator: Auxiliary Services, State University College at Oswego, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Auxiliary Services Defined Contribution Retirement Plan

403(b) retirement plan · Auxiliary Services, State University College at Oswego, Inc.'s Auxiliary Services Defined Contribution Retirement Plan held $11.2M in plan assets for 56 participants in 2024.

Signals · 1

26% in single holding

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Stephen McAfee signed Auxiliary Services, State University College at Oswego, Inc.'s 2024 Form 5500 as plan administrator.

Stephen McAfee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Auxiliary Services, State University College at Oswego, Inc.'s EIN is 15-0546396.

EIN 15-0546396

Plan number 002

Plan year 2024

ACK ID 20251014195549NAL0007298706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Auxiliary Services, State University College at Oswego, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Auxiliary Services, State University College at Oswego, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC.

EIN

all filings

Address

507 CULKIN HALL · OSWEGO STATE UNIVERSITY · OSWEGO, NY · 131263599

Phone

(315) 312-2107

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

DERMODY BURKE & BROWN LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

29 direct securities · 1 pooled fund· $11.2M(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.

Mutual Funds

$10.3M

26 holdings

Common Collective Trusts

$594K

3 holdings

Pooled Separate Account

$307K

1 holding

					% of plan
TIAA Traditional Non Benefit Responsive Insurance Company Fixed Annuity Contract General Contract	Mutual Funds	—	—	$2.9M	25.9%
CREF Stock R1 Mutual Fund	Mutual Funds	—	—	$2.4M	21.4%
CREF Growth R1 Mutual Fund	Mutual Funds	—	—	$1.2M	11.1%
CREF Global Equities R1 Mutual Fund	Mutual Funds	—	—	$873K	7.8%
CREF Money Market R1 Mutual Fund	Mutual Funds	—	—	$571K	5.1%
CREF Equity Index R1 Mutual Fund	Common Collective Trusts	—	—	$446K	4.0%
CREF Core Bond R1 Mutual Fund	Mutual Funds	—	—	$398K	3.5%
TIAA Access Intl Equity T4 Mutual Fund	Mutual Funds	—	—	$376K	3.4%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$307K	2.7%
TIAA Access Lg-Cap Val T4 Mutual Fund	Mutual Funds	—	—	$284K	2.5%
CREF Inflation-Linked Bond R1 Mutual Fund	Mutual Funds	—	—	$196K	1.8%
TIAA Access Mid-Cap Val T4 Mutual Fund	Mutual Funds	—	—	$154K	1.4%
TIAA Access Sm-Cap Bl Idx T4 Mutual Fund	Common Collective Trusts	—	—	$136K	1.2%
TIAA Access Quant Sml Cp Eq T4 Mutual Fund	Mutual Funds	—	—	$128K	1.1%
TIAA Access Lfcyle Rtmt Inc T4 Mutual Fund	Mutual Funds	—	—	$109K	1.0%
CREF Social Choice R1 Mutual Fund	Mutual Funds	—	—	$109K	1.0%
TIAA Access Lifecycle 2050 T4 Mutual Fund	Mutual Funds	—	—	$102K	0.9%
TIAA Access Real Est Secs T4 Mutual Fund	Mutual Funds	—	—	$93K	0.8%
TIAA Access Lifecycle 2030 T4 Mutual Fund	Mutual Funds	—	—	$75K	0.7%
TIAA Access Lifecycle 2035 T4 Mutual Fund	Mutual Funds	—	—	$61K	0.5%
TIAA Access Lifecycle 2045 T4 Mutual Fund	Mutual Funds	—	—	$59K	0.5%
TIAA Access Lg-Cap Res Equity T4 Mutual Fund	Mutual Funds	—	—	$57K	0.5%
TIAA Access Lg-Cap Gr T4 Mutual Fund	Mutual Funds	—	—	$52K	0.5%
TIAA Access Mid-Cap Gr T4 Mutual Fund	Mutual Funds	—	—	$43K	0.4%
TIAA Access Core Equity T4 Mutual Fund	Mutual Funds	—	—	$12K	0.1%
TIAA Access Equity Index T4 Mutual Fund	Common Collective Trusts	—	—	$12K	0.1%
TIAA Access Lifecycle 2060 T4 Mutual Fund ** 750 * TIAA Access Lifecycle 2065 T4 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
TIAA Access Core Bond Plus T4 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
TIAA Access Lifecycle 2025 T4 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
TIAA Access Lifecycle 2055 T4 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%