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Original filing (PDF)20251002130624NAL0000319139001
BRYN MAWR COLLEGE
Form 5500
FILING_RECEIVED
BRYN MAWR COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
885
Accounts w/ balance
1,848
Plan assets (EOY)
$329.3M
Net assets (EOY)
$329.3M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYN MAWR COLLEGE.
Plan sponsor
Name
BRYN MAWR COLLEGE
EIN
23-1352621
Address
101 N. MERION AVENUE · BRYN MAWR, PA · 190102823
Phone
(610) 526-5261
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
2025-10-02
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
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $153K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $50K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $30K | — |
Investments
39 direct securities · 1 pooled fund· $328.3M(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
$321.6M
39 holdings
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive Fixed Annuity Contract | — | — | — | $50.7M | 15.4% | |
| CREF Stock R2 Variable Annuity Account | — | — | — | $44.9M | 13.6% | |
| Vanguard Inst Idx Inst Mutual fund | — | — | — | $30.7M | 9.3% | |
| Vanguard Target Retire 2035 Mutual fund | — | — | — | $18.0M | 5.5% | |
| Vanguard Target Retire 2030 Mutual fund | — | — | — | $14.9M | 4.5% | |
| CREF Social Choice R2 Variable Annuity Account | — | — | — | $13.4M | 4.1% | |
| Vanguard Target Retire 2040 Mutual fund | — | — | — | $12.7M | 3.9% | |
| Vanguard Windsor II Adm Mutual fund | — | — | — | $10.7M | 3.3% | |
| Vanguard Target Retire 2045 Mutual fund | — | — | — | $10.1M | 3.1% | |
| CREF Growth R2 Variable Annuity Account | — | — | — | $9.6M | 2.9% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual fund | — | — | — | $9.3M | 2.8% | |
| Allspring Spec Mid Cap Val R6 Mutual fund | — | — | — | $9.3M | 2.8% | |
| Vanguard Target Retire 2025 Mutual fund | — | — | — | $9.0M | 2.7% | |
| Vanguard Wellington Adm Mutual fund | — | — | — | $8.9M | 2.7% | |
| Vanguard Target Retire 2050 Mutual fund | — | — | — | $6.8M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.7M | 2.0% | |
| Vanguard Target Retire 2065 Mutual fund | — | — | — | $6.5M | 2.0% | |
| CREF Equity Index R2 Variable Annuity Account | — | — | — | $5.6M | 1.7% | |
| CREF Global Equities R2 Variable Annuity Account | — | — | — | $5.5M | 1.7% | |
| Vanguard Mid-Cap Idx Adm Mutual fund | — | — | — | $5.3M | 1.6% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract ** $ | — | — | — | $4.4M | 1.4% | |
| Vanguard Target Retire 2020 Mutual fund | — | — | — | $4.3M | 1.3% | |
| Vanguard Target Retire 2055 Mutual fund | — | — | — | $4.2M | 1.3% | |
| Vanguard Federal Money Mkt Inv Mutual fund | — | — | — | $3.7M | 1.1% | |
| Vanguard Small-Cap Idx Adm Mutual fund | — | — | — | $3.0M | 0.9% | |
| Vanguard Target Retire Income Mutual fund | — | — | — | $2.5M | 0.8% | |
| CREF Core Bond R2 Variable Annuity Account | — | — | — | $2.3M | 0.7% | |
| Metropolitan West TotRet Bnd I Mutual fund | — | — | — | $2.2M | 0.7% | |
| Vanguard Target Retire 2060 Mutual fund | — | — | — | $2.0M | 0.6% | |
| Vanguard Wellesley Income Adm Mutual fund | — | — | — | $1.9M | 0.6% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual fund | — | — | — | $1.5M | 0.5% | |
| JPMorgan Core Plus Bond R5 Mutual fund | — | — | — | $1.5M | 0.4% | |
| CREF Money Market R2 Variable Annuity Account | — | — | — | $1.5M | 0.4% | |
| Vanguard Intl Value Inv Mutual fund | — | — | — | $1.3M | 0.4% | |
| Carillon Eagle Mid Cap Grw R6 Mutual fund | — | — | — | $1.0M | 0.3% | |
| Vanguard Intl Growth Adm Mutual fund | — | — | — | $699K | 0.2% | |
| CREF Inflation-Linked Bond R2 Variable Annuity Account | — | — | — | $559K | 0.2% | |
| AB Large Cap Growth Fund Z Mutual fund | — | — | — | $511K | 0.2% | |
| Vanguard Real Estate Idx Adm Mutual fund | — | — | — | $321K | <0.1% | |
| Vanguard PRIMECAP Adm Mutual fund | — | — | — | $116K | <0.1% |