Original filing (PDF)20251014150240NAL0001551075001

VILLA MARIA COLLEGE OF BUFFALO

Name: VILLA MARIA COLLEGE OF BUFFALO — VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN, Form 5500 (2024)
Creator: VILLA MARIA COLLEGE OF BUFFALO

Form 5500

FILING_RECEIVED

VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

170

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

How this plan invests

This plan

1 pooled trust

Schedule D

55 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

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VILLA MARIA COLLEGE OF BUFFALO.

Plan sponsor

Name

VILLA MARIA COLLEGE OF BUFFALO

EIN

16-0871487

Address

240 PINE RIDGE ROAD · BUFFALO, NY · 14225

Phone

(716) 961-1884

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

2K · 401(m) arrangement

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$16K	—

Investments

55 direct securities · 1 pooled fund· $9.2M(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.

Other securities

$8.9M

53 holdings

Common Stock

$109K

1 holding

Pooled Separate Account

$109K

1 holding

Cash / Money Market

$35K

1 holding

					% of plan
TIAA Traditional Non Benefit Responsive Non-benefit responsive fixed annuity contracts	Other securities	—	—	$1.6M	18.2%
CREF Stock R1 Mutual fund	Other securities	—	—	$961K	10.6%
American Fds 2040 Tar Ret R6 Mutual fund	Other securities	—	—	$853K	9.4%
American Fds 2030 Tar Ret R6 Mutual fund	Other securities	—	—	$809K	8.9%
American Fds 2045 Tar Ret R6 Mutual fund	Other securities	—	—	$778K	8.6%
American Fds 2025 Tar Ret R6 Mutual fund	Other securities	—	—	$737K	8.1%
American Fds 2035 Tar Ret R6 Mutual fund	Other securities	—	—	$453K	5.0%
American Fds 2050 Tar Ret R6 Mutual fund	Other securities	—	—	$376K	4.2%
American Fds 2055 Tar Ret R6 Mutual fund	Other securities	—	—	$236K	2.6%
American Fds 2020 Tar Ret R6 Mutual fund	Other securities	—	—	$163K	1.8%
Vanguard Treasury MoneyMkt Inv Mutual fund	Other securities	—	—	$152K	1.7%
Vanguard 500 Idx Adm Mutual fund	Other securities	—	—	$149K	1.7%
CREF Core Bond R1 Mutual fund	Other securities	—	—	$134K	1.5%
CREF Global Equities R1 Mutual fund	Other securities	—	—	$133K	1.5%
Vanguard Ttl Bd Mkt Idx Adm Mutual fund	Other securities	—	—	$129K	1.4%
CREF Growth R1 Mutual fund	Other securities	—	—	$121K	1.3%
Vanguard High-Yield Corp Adm Mutual fund	Common Stock	—	—	$109K	1.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$109K	1.2%
College Retirement Equities Fund variable annuities TIAA Real Estate	Other securities	—	—	$109K	1.2%
Vanguard Mid-Cap Idx Adm Mutual fund	Other securities	—	—	$94K	1.0%
Vanguard LifeStrategy Grw Inv Mutual fund	Other securities	—	—	$90K	1.0%
TIAA Access Nuv LifCyc 2035 T4 Mutual fund	Other securities	—	—	$88K	1.0%
Western Asset Core Bond IS Mutual fund	Other securities	—	—	$69K	0.8%
Vanguard Growth Index Adm Mutual fund	Other securities	—	—	$63K	0.7%
American Fds 2060 Tar Ret R6 Mutual fund	Other securities	—	—	$61K	0.7%
CREF Social Choice R1 Mutual fund	Other securities	—	—	$58K	0.6%
CREF Inflation-Linked Bond R1 Mutual fund	Other securities	—	—	$56K	0.6%
Vanguard Devlopd Mkts Idx Adm Mutual fund	Other securities	—	—	$51K	0.6%
CREF Equity Index R1 Mutual fund	Other securities	—	—	$49K	0.5%
Vanguard Equity Income Adm Mutual fund	Other securities	—	—	$42K	0.5%
TIAA Traditional Benefit Responsive Fully benefit responsive fixed annuity contracts	Other securities	—	—	$37K	0.4%
CREF Money Market R1 Mutual fund	Cash / Money Market	—	—	$35K	0.4%
TIAA Access Nuv LifCyc 2030 T4 Mutual fund	Other securities	—	—	$22K	0.2%
TIAA Access Nuv LifCyc 2040 T4 Mutual fund	Other securities	—	—	$20K	0.2%
Vanguard Small-Cap Idx Adm Mutual fund	Other securities	—	—	$17K	0.2%
TIAA Access Nuv LifCyc 2050 T4 Mutual fund	Other securities	—	—	$16K	0.2%
TIAA Access Nuv LifCyc 2045 T4 Mutual fund	Other securities	—	—	$15K	0.2%
TIAA Access Nuv LifCyc 2015 T4 Mutual fund	Other securities	—	—	$15K	0.2%
TIAA Access Nuv Intl Equity T4 Mutual fund	Other securities	—	—	$13K	0.1%
TIAA Access Nuv Core Equity T4 Mutual fund	Other securities	—	—	$11K	0.1%
TIAA Access Nuv LgCp Res Eq T4 Mutual fund	Other securities	—	—	$11K	0.1%
American Funds 2065 Tar Ret R6 Mutual fund	Other securities	—	—	$10K	0.1%
TIAA Access Nuv Mid Cap Val T4 Mutual fund	Other securities	—	—	$7K	<0.1%
TIAA Access Nuv Qt Sm Cp Eq T4 Mutual fund	Other securities	—	—	$6K	<0.1%
TIAA Access Nuv Lrg Cap Val T4 Mutual fund	Other securities	—	—	$6K	<0.1%
TIAA Access Nuv LifCyc 2025 T4 Mutual fund	Other securities	—	—	$5K	<0.1%
TIAA Access Nuv Sm Cp Bl Ix T4 Mutual fund	Other securities	—	—	$5K	<0.1%
TIAA Access Nuv Equity Idx T4 Mutual fund	Other securities	—	—	$5K	<0.1%
TIAA Access Nuv Lrg Cap Gr T4 Mutual fund	Other securities	—	—	$4K	<0.1%
American Fds 2015 Tar Ret R6 Mutual fund	Other securities	—	—	$3K	<0.1%