Original filing (PDF)20250910092037NAL0013359299001

DICKINSON COLLEGE

Name: DICKINSON COLLEGE — DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: DICKINSON COLLEGE

Form 5500

FILING_RECEIVED

DICKINSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,166

Accounts w/ balance

2,235

Plan assets (EOY)

$127.4M

Net assets (EOY)

$127.4M

How this plan invests

This plan

1 pooled trust

Schedule D

58 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (4 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DICKINSON COLLEGE.

Plan sponsor

Name

DICKINSON COLLEGE

EIN

23-1365954

Address

P.O. BOX 1773 · CARLISLE, PA · 170132896

Phone

(717) 245-1943

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

2025-09-10

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

INSERO & CO. CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
DICKINSON COLLEGE	23-1365954	CARLISLE, PA	—	$56K	—

Investments

56 direct securities · 1 pooled fund· $127.2M(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.

Uncategorized

$126.6M

56 holdings

Pooled Separate Account

$580K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
TIAA	—	—	—	$26.3M	20.6%
CREF	—	—	—	$16.3M	12.8%
Nuveen	—	—	—	$5.5M	4.3%
CREF	—	—	—	$5.0M	3.9%
Vanguard	—	—	—	$4.6M	3.6%
CREF	—	—	—	$4.6M	3.6%
Nuveen	—	—	—	$4.5M	3.6%
Vanguard	—	—	—	$4.2M	3.3%
JPMorgan	—	—	—	$4.1M	3.3%
Vanguard	—	—	—	$3.4M	2.6%
Nuveen	—	—	—	$3.2M	2.5%
Fidelity	—	—	—	$3.1M	2.5%
Fidelity	—	—	—	$2.6M	2.0%
Fidelity	—	—	—	$2.4M	1.9%
CREF	—	—	—	$2.4M	1.9%
Nuveen	—	—	—	$2.3M	1.8%
Nuveen	—	—	—	$2.1M	1.7%
Fidelity	—	—	—	$2.1M	1.7%
Vanguard	—	—	—	$2.1M	1.6%
Fidelity	—	—	—	$2.0M	1.6%
American Funds	—	—	—	$1.9M	1.5%
CREF	—	—	—	$1.8M	1.4%
Fidelity	—	—	—	$1.8M	1.4%
Fidelity	—	—	—	$1.8M	1.4%
T. Rowe	—	—	—	$1.7M	1.4%
Nuveen	—	—	—	$1.6M	1.3%
Fidelity	—	—	—	$1.3M	1.1%
Fidelity	—	—	—	$1.3M	1.0%
Nuveen	—	—	—	$1.2M	1.0%
Nuveen	—	—	—	$1.1M	0.9%
Nuveen	—	—	—	$1.0M	0.8%
Vanguard	—	—	—	$893K	0.7%
Fidelity	—	—	—	$675K	0.5%
American Century	—	—	—	$633K	0.5%
Fidelity	—	—	—	$621K	0.5%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$580K	0.5%
Nuveen	—	—	—	$495K	0.4%
CREF	—	—	—	$477K	0.4%
CREF	—	—	—	$477K	0.4%
Nuveen	—	—	—	$414K	0.3%
Nuveen	—	—	—	$399K	0.3%
T. Rowe	—	—	—	$354K	0.3%
Nuveen	—	—	—	$293K	0.2%
Fidelity	—	—	—	$241K	0.2%
Fidelity	—	—	—	$195K	0.2%
Fidelity	—	—	—	$169K	0.1%
CREF	—	—	—	$164K	0.1%
Fidelity	—	—	—	$154K	0.1%
Nuveen	—	—	—	$140K	0.1%
Fidelity	—	—	—	$114K	<0.1%
TIAA-CREF	—	—	—	$73K	<0.1%
Fidelity	—	—	—	$35K	<0.1%
Fidelity	—	—	—	$26K	<0.1%
Fidelity	—	—	—	$21K	<0.1%
Nuveen	—	—	—	$7K	<0.1%
Fidelity	—	—	—	$4K	<0.1%
TIAA	—	—	—	$73	<0.1%