How big is Lafayette College's plan?

Lafayette College's plan reported $479.4M in assets and 1,206 participants for 2024.

Original filing (PDF)20251015172256NAL0002699251001

Lafayette College

Name: Lafayette College — Lafayette College Retirement, Form 5500 (2024)
Creator: Lafayette College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lafayette College Retirement Plan

403(b) retirement plan · Lafayette College's Lafayette College Retirement Plan held $479.4M in plan assets for 1,206 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

1,206

Accounts w/ balance

2,270

Plan assets (EOY)

$479.4M

Net assets (EOY)

$479.4M

Plan identifiers

Lafayette College's EIN is 24-0795686.

EIN 24-0795686

Plan number 001

Plan year 2024

ACK ID 20251015172256NAL0002699251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lafayette College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lafayette College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAFAYETTE COLLEGE.

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How this plan invests

This plan

1 pooled trust

Schedule D

54 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

LAFAYETTE COLLEGE

EIN

all filings

Address

730 HIGH STREET · 12 MARKLE HALL · EASTON, PA · 180421768

Phone

(610) 330-5060

Industry

Educational Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$85K	—
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	NONE	$43K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS, LLC	36-4001764

Investments

54 direct securities · 1 pooled fund· $479.4M(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.

Mutual Funds

$364.7M

38 holdings

Common Collective Trusts

$89.6M

11 holdings

Pooled Separate Account

$16.1M

1 holding

Common Stocks

$4.8M

2 holdings

Other securities

$4.2M

3 holdings

					% of plan
TIAA Traditional Non-Benefit-Responsive Annuity	Mutual Funds	—	—	$97.1M	20.2%
Variable Annuities * CREF Stock Fund	Mutual Funds	—	—	$73.3M	15.3%
Vanguard Inst Idx Inst	Common Collective Trusts	—	—	$26.2M	5.5%
Vanguard INST INDEX	Mutual Funds	—	—	$26.1M	5.5%
CREF Global Equities Fund	Mutual Funds	—	—	$23.1M	4.8%
CREF Growth Fund	Mutual Funds	—	—	$22.1M	4.6%
Dimensional Fund Advisors DFA US SUSTAIN CORE1	Mutual Funds	—	—	$19.8M	4.1%
Traditional Annuities * TIAA Traditional Benefit Responsive Annuity	Mutual Funds	—	—	$19.1M	4.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$16.1M	3.4%
CREF Equity Index Fund	Common Collective Trusts	—	—	$15.5M	3.2%
CREF Social Choice Fund	Mutual Funds	—	—	$15.0M	3.1%
Vanguard Devlopd Mkts Idx Adm	Common Collective Trusts	—	—	$11.8M	2.5%
Vanguard Ttl Bd Mt Idx Adm	Common Collective Trusts	—	—	$10.0M	2.1%
Vanguard Extended Mt Idx Adm	Common Collective Trusts	—	—	$8.3M	1.7%
CREF Bond Market Fund	Mutual Funds	—	—	$8.0M	1.7%
Vanguard VANG TARGET RET 2040	Mutual Funds	—	—	$6.3M	1.3%
Vanguard Emr Mkts Stk Idx Adm	Common Collective Trusts	—	—	$5.9M	1.2%
Vanguard VANG TARGET RET 2035	Mutual Funds	—	—	$5.2M	1.1%
Vanguard VANG EXT MKT IDX INS	Common Collective Trusts	—	—	$5.1M	1.1%
Vanguard S-T Inf Pro Sec Idx Adm	Common Collective Trusts	—	—	$5.1M	1.1%
Vanguard VANG TARGET RET 2050	Mutual Funds	—	—	$4.7M	1.0%
Vanguard VANG TARGET RET 2045	Mutual Funds	—	—	$4.4M	0.9%
Vanguard VANG VMMR-FED MMKT	Mutual Funds	—	—	$4.0M	0.8%
TCW Group Metropolitan W Tot Ret Bd Pln	Common Stocks	—	—	$3.8M	0.8%
Vanguard Target Ret 2030 Inv	Mutual Funds	—	—	$3.7M	0.8%
Vanguard Target Ret 2025 Inv	Mutual Funds	—	—	$3.4M	0.7%
Vanguard VANG TARGET RET 2030	Mutual Funds	—	—	$3.3M	0.7%
CREF Inflation-Linked Bond Fund	Mutual Funds	—	—	$3.2M	0.7%
CREF Money Market Fund	Mutual Funds	—	—	$3.0M	0.6%
Vanguard VANG TARGET RET 2055	Mutual Funds	—	—	$2.5M	0.5%
Vanguard Federal Money Mkt Inv	Mutual Funds	—	—	$2.5M	0.5%
Hartford Funds The Hartford Internatnl Opp RS	Other securities	—	—	$2.5M	0.5%
Vanguard Target Ret 2050 Inv	Mutual Funds	—	—	$1.9M	0.4%
Vanguard VANG TARGET RET 2025	Mutual Funds	—	—	$1.8M	0.4%
Vanguard Target Ret 2040 Inv	Mutual Funds	—	—	$1.7M	0.3%
Vanguard Target Ret 2035 Inv	Mutual Funds	—	—	$1.6M	0.3%
Vanguard Target Ret 2045 Inv	Mutual Funds	—	—	$1.5M	0.3%
Hartford Funds HTFD INTL OPPS R6	Other securities	—	—	$1.5M	0.3%
Vanguard Target Ret 2055 Inv	Mutual Funds	—	—	$1.4M	0.3%
Vanguard VANG TARGET RET 2020	Mutual Funds	—	—	$1.2M	0.3%
TCW Group METWEST TOT RTN BD P	Common Stocks	—	—	$973K	0.2%
Vanguard VANG DEV MKT IDX ADM	Common Collective Trusts	—	—	$935K	0.2%
Vanguard VANG TOT BD MKT INST	Mutual Funds	—	—	$830K	0.2%
Vanguard VANG TARGET RET 2060	Mutual Funds	—	—	$787K	0.2%
Vanguard Target Ret 2060 Inv	Mutual Funds	—	—	$786K	0.2%
Vanguard VANG EM STK IDX ADM	Common Collective Trusts	—	—	$611K	0.1%
Vanguard Target Ret Income Inv	Mutual Funds	—	—	$357K	<0.1%
Vanguard VANG ST INF PS IDX A	Common Collective Trusts	—	—	$269K	<0.1%
Dimensional Fund Advisors DFA US SUSTAIN CORE1	Mutual Funds	—	—	$253K	<0.1%
Vanguard Target Ret 2065 Inv	Mutual Funds	—	—	$244K	<0.1%