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Original filing (PDF)20251014151128NAL0003245377001
TRUMERIT
Form 5500
FILING_RECEIVED
TRUMERIT 403(B) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
217
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUMERIT.
Plan sponsor
Name
TRUMERIT
EIN
23-2026352
Address
3600 MARKET STREET STE 400 · PHILADELPHIA, PA · 19104
Phone
(215) 222-8454
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
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
DUNLAPSLK, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $8.8M(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
$8.3M
30 holdings
Pooled Separate Account
$459K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Annuity Contract * Teachers Insurance and Annuity TIAA Traditional 1,924,893 | — | — | — | $1.9M | 21.9% | |
| College Retirement Equities Fund CREF Stock R1 1,571 | — | — | — | $1.4M | 16.0% | |
| College Retirement Equities Fund CREF Growth R1 1,593 | — | — | — | $820K | 9.4% | |
| College Retirement Equities Fund CREF Equity Index R1 1,245 | — | — | — | $628K | 7.2% | |
| TIAA-CREF TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $459K | 5.2% | |
| College Retirement Equities Fund CREF Global Equities R1 1,209 | — | — | — | $411K | 4.7% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Gr T4 1,733 | — | — | — | $309K | 3.5% | |
| College Retirement Equities Fund CREF Core Bond R1 2,294 | — | — | — | $301K | 3.4% | |
| College Retirement Equities Fund CREF Money Market R1 9,280 | — | — | — | $270K | 3.1% | |
| College Retirement Equities Fund TIAA Access Nuv Intl Equity T4 5,418 | — | — | — | $202K | 2.3% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2060 T4 3,415 | — | — | — | $180K | 2.1% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2045 T4 2,379 | — | — | — | $175K | 2.0% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2055 T4 2,237 | — | — | — | $167K | 1.9% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2020 T4 2,708 | — | — | — | $154K | 1.8% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2035 T4 2,199 | — | — | — | $148K | 1.7% | |
| College Retirement Equities Fund TIAA Access Nuv LfCy Rt Inc T4 7 ** 336 * College Retirement Equities Fund TIAA Access Nuv Mid Cap Grw T4 1,579 | — | — | — | $137K | 1.6% | |
| College Retirement Equities Fund TIAA Access Nuv Lrg Cap Val T4 1,699 | — | — | — | $127K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2040 T4 1,694 | — | — | — | $123K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv Sm Cp Bl Ix T4 1,504 | — | — | — | $120K | 1.4% | |
| College Retirement Equities Fund TIAA Access Nuv Core Equity T4 760 | — | — | — | $111K | 1.3% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2050 T4 1,390 | — | — | — | $103K | 1.2% | |
| College Retirement Equities Fund TIAA Access Nuv Mid Cap Val T4 1,095 | — | — | — | $81K | 0.9% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 884 | — | — | — | $73K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv RlEstSecSel T4 1,327 | — | — | — | $68K | 0.8% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2030 T4 917 | — | — | — | $58K | 0.7% | |
| College Retirement Equities Fund CREF Social Choice R1 152 | — | — | — | $55K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv LifCyc 2025 T4 844 | — | — | — | $51K | 0.6% | |
| College Retirement Equities Fund TIAA Access Nuv Qt Sm Cp Eq T4 507 | — | — | — | $45K | 0.5% | |
| Participant Loans Participant Loan Fund, Interest Rate 4.25% - 9.50% - | — | — | — | $35K | 0.4% | |
| College Retirement Equities Fund TIAA Access Nuv Core Pl Bd T4 - ** 3 * College Retirement Equities Fund TIAA Access Nuv Equity Idx T4 198 | — | — | — | $24K | 0.3% | |
| College Retirement Equities Fund TIAA Access Nuv LgCp Res Eq T4 24 | — | — | — | $3K | <0.1% |