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Original filing (PDF)20250702132835NAL0019880640001
SARAH LAWRENCE COLLEGE
Form 5500
FILING_RECEIVED
SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
590
Accounts w/ balance
1,042
Plan assets (EOY)
$192.0M
Net assets (EOY)
$192.0M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SARAH LAWRENCE COLLEGE.
Plan sponsor
Name
SARAH LAWRENCE COLLEGE
EIN
23-7223216
Address
1 MEAD WAY · BRONXVILLE, NY · 10708
Phone
(914) 395-2365
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
2025-07-02
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $45K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $34K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | NONE | $10K | — |
Investments
44 direct securities · 1 pooled fund· $192.0M(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
$187.3M
44 holdings
Pooled Separate Account
$4.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock Variable annuity contract | — | — | — | $35.6M | 18.5% | |
| TIAA Traditional Annuity (non benefit-responsive) Insurance contract | — | — | — | $33.4M | 17.4% | |
| TIAA Traditional Annuity (fully benefit-responsive) Insurance contract | — | — | — | $18.9M | 9.9% | |
| CREF Growth " | — | — | — | $10.6M | 5.5% | |
| CREF Global Equities " | — | — | — | $7.6M | 4.0% | |
| CREF Equity Index " | — | — | — | $6.8M | 3.6% | |
| Nuveen S&P 500 Index Fund R6 Class " | — | — | — | $6.0M | 3.1% | |
| Nuveen International Equity Index Fund " | — | — | — | $5.7M | 2.9% | |
| CREF Social Choice " | — | — | — | $5.6M | 2.9% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class " | — | — | — | $5.3M | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares " | — | — | — | $5.3M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.7M | 2.5% | |
| Nuveen Lifecycle Index 2035 Fund R6 Class " | — | — | — | $4.3M | 2.2% | |
| MFS Growth Fund Class R3 " | — | — | — | $3.7M | 1.9% | |
| CREF Core Bond " | — | — | — | $3.3M | 1.7% | |
| Nuveen Lifecycle Index 2030 Fund R6 Class " | — | — | — | $3.0M | 1.6% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class " | — | — | — | $2.7M | 1.4% | |
| Nuveen Lifecycle Index 2050 Fund R6 Class " | — | — | — | $2.2M | 1.2% | |
| Nuveen Lifecycle Index 2020 Fund R6 Class " | — | — | — | $2.1M | 1.1% | |
| Nuveen Small Cap Blend Index Fund R6 Class " | — | — | — | $2.0M | 1.1% | |
| MFS Mid Cap Value Fund Class R3 " | — | — | — | $1.9M | 1.0% | |
| Nuveen Lifecycle Index 2025 Fund R6 Class " | — | — | — | $1.8M | 1.0% | |
| CREF Inflation-Linked Bond " | — | — | — | $1.8M | 0.9% | |
| Nuveen Real Estate Securities Select Fund R6 Class " | — | — | — | $1.7M | 0.9% | |
| Nuveen Lifecycle Index Retirement Income Fund R6 Class " | — | — | — | $1.4M | 0.7% | |
| Loomis Sayles Core Plus Bond " | — | — | — | $1.2M | 0.6% | |
| Nuveen Large Cap Responsible Equity Fund Retirement Class " | — | — | — | $1.1M | 0.6% | |
| Nuveen Bond Index Fund Mutual fund | — | — | — | $1.1M | 0.6% | |
| CREF Money Market " | — | — | — | $1.1M | 0.6% | |
| PGIM High Yield Fund- Class A " | — | — | — | $1.1M | 0.6% | |
| Nuveen Quant Small Cap Equity Fund Retirement Class " | — | — | — | $979K | 0.5% | |
| Vanguard Total World Stock Index Fund Admiral " | — | — | — | $975K | 0.5% | |
| The Hartford International Opportunities Fund Class R6 " | — | — | — | $871K | 0.5% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares " | — | — | — | $866K | 0.5% | |
| Parnassus Core Equity Fund - Institutional Shares " | — | — | — | $843K | 0.4% | |
| MFS Mid Cap Growth Fund Class R3 " | — | — | — | $749K | 0.4% | |
| Nuveen Lifecycle Index 2055 Fund R6 Class " | — | — | — | $725K | 0.4% | |
| Nuveen Lifecycle Index 2060 Fund R6 Class " | — | — | — | $659K | 0.3% | |
| American Funds New World Fund Class R-6 " | — | — | — | $528K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund R6 Class " | — | — | — | $507K | 0.3% | |
| TIAA Stable Value " | — | — | — | $398K | 0.2% | |
| MFS International Growth Fund Class R6 " | — | — | — | $344K | 0.2% | |
| The Hartford Balanced Income Fund Class R6 " | — | — | — | $216K | 0.1% | |
| Participant Loans (4.25% - 9.50%) | — | — | — | $195K | 0.1% | |
| Nuveen Lifecycle Index 2065 Fund R6 Class " | — | — | — | $173K | <0.1% |