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Original filing (PDF)20250922155758NAL0005412273001
GETTYSBURG COLLEGE
Form 5500
FILING_RECEIVED
GETTYSBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
780
Accounts w/ balance
1,633
Plan assets (EOY)
$179.7M
Net assets (EOY)
$179.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 GETTYSBURG COLLEGE.
Plan sponsor
Name
GETTYSBURG COLLEGE
EIN
23-1352641
Address
300 N WASHINGTON ST. · P.O BOX 2443 · GETTYSBURG, PA · 17325
Phone
(717) 337-6211
Industry
Educational Servicessee all
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
2025-09-22
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $109K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $49K | — |
| INSERO & CO. CPAS, LLP | 47-5324570 | — | NONE | $30K | — |
Investments
34 direct securities · 1 pooled fund· $179.5M(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
$173.9M
34 holdings
Pooled Separate Account
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Non Fully Benefit Responsive Traditional Annuity | — | — | — | $40.8M | 22.7% | |
| CREF Stock | — | — | — | $25.7M | 14.3% | |
| Vanguard Institutional Index | — | — | — | $14.9M | 8.3% | |
| Nuveen Lifecycle 2040-R6 | — | — | — | $8.6M | 4.8% | |
| Vanguard Total International Stock Index | — | — | — | $8.1M | 4.5% | |
| Vanguard Extended Market Index | — | — | — | $7.6M | 4.2% | |
| Nuveen Lifecycle 2035-R6 | — | — | — | $7.5M | 4.2% | |
| CREF Social Choice | — | — | — | $5.9M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.6M | 3.1% | |
| Nuveen Lifecycle 2030-R6 | — | — | — | $5.4M | 3.0% | |
| T Rowe Price Equity Income I | — | — | — | $5.3M | 2.9% | |
| CREF Growth | — | — | — | $5.2M | 2.9% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $4.9M | 2.7% | |
| CREF Equity Index | — | — | — | $4.8M | 2.7% | |
| Nuveen Lifecycle 2045-R6 | — | — | — | $4.1M | 2.3% | |
| Nuveen Lifecycle 2025-R6 | — | — | — | $3.1M | 1.7% | |
| CREF Global Equities | — | — | — | $3.0M | 1.7% | |
| Nuveen Lifecycle 2050-R6 | — | — | — | $2.7M | 1.5% | |
| Vanguard Inflation-Protected Securities Inst | — | — | — | $2.2M | 1.2% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $2.0M | 1.1% | |
| Eaton Vance Atlanta Cap SMID CA R6 | — | — | — | $1.7M | 1.0% | |
| American Funds EuroPacific Growth R6 | — | — | — | $1.6M | 0.9% | |
| Nuveen Lifecycle 2020-R6 | — | — | — | $1.5M | 0.8% | |
| Invesco Developing Markets R6 | — | — | — | $1.2M | 0.7% | |
| Nuveen Lifecycle 2055-R6 | — | — | — | $1.2M | 0.6% | |
| Nuveen Lifecycle 2015-R6 | — | — | — | $964K | 0.5% | |
| Metropolitan West Total Return Bond Plan | — | — | — | $942K | 0.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $833K | 0.5% | |
| CREF Money Market | — | — | — | $599K | 0.3% | |
| CREF Core Bond | — | — | — | $412K | 0.2% | |
| Nuveen Lifecycle 2010-R6 | — | — | — | $389K | 0.2% | |
| CREF Inflation-Linked Bond | — | — | — | $348K | 0.2% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $340K | 0.2% | |
| TIAA Fully Benefit Responsive Traditional Annuity | — | — | — | $32K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $27K | <0.1% |
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