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Original filing (PDF)20251015172256NAL0002699251001
LAFAYETTE COLLEGE
Form 5500
FILING_RECEIVED
LAFAYETTE COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,206
Accounts w/ balance
2,270
Plan assets (EOY)
$479.4M
Net assets (EOY)
$479.4M
How this plan invests
This plan
1 pooled trust
Schedule D
55 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAFAYETTE COLLEGE.
Plan sponsor
Name
LAFAYETTE COLLEGE
EIN
24-0795686
Address
730 HIGH STREET · 12 MARKLE HALL · EASTON, PA · 180421768
Phone
(610) 330-5060
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
2025-10-15
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 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $85K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $51K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $43K | — |
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $35K | — |
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.
Uncategorized
$463.3M
54 holdings
Pooled Separate Account
$16.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit-Responsive Annuity | — | — | — | $97.1M | 20.2% | |
| Variable Annuities * CREF Stock Fund | — | — | — | $73.3M | 15.3% | |
| Vanguard Inst Idx Inst | — | — | — | $26.2M | 5.5% | |
| Vanguard INST INDEX | — | — | — | $26.1M | 5.5% | |
| CREF Global Equities Fund | — | — | — | $23.1M | 4.8% | |
| CREF Growth Fund | — | — | — | $22.1M | 4.6% | |
| Dimensional Fund Advisors DFA US SUSTAIN CORE1 | — | — | — | $19.8M | 4.1% | |
| Traditional Annuities * TIAA Traditional Benefit Responsive Annuity | — | — | — | $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 | — | — | — | $15.5M | 3.2% | |
| CREF Social Choice Fund | — | — | — | $15.0M | 3.1% | |
| Vanguard Devlopd Mkts Idx Adm | — | — | — | $11.8M | 2.5% | |
| Vanguard Ttl Bd Mt Idx Adm | — | — | — | $10.0M | 2.1% | |
| Vanguard Extended Mt Idx Adm | — | — | — | $8.3M | 1.7% | |
| CREF Bond Market Fund | — | — | — | $8.0M | 1.7% | |
| Vanguard VANG TARGET RET 2040 | — | — | — | $6.3M | 1.3% | |
| Vanguard Emr Mkts Stk Idx Adm | — | — | — | $5.9M | 1.2% | |
| Vanguard VANG TARGET RET 2035 | — | — | — | $5.2M | 1.1% | |
| Vanguard VANG EXT MKT IDX INS | — | — | — | $5.1M | 1.1% | |
| Vanguard S-T Inf Pro Sec Idx Adm | — | — | — | $5.1M | 1.1% | |
| Vanguard VANG TARGET RET 2050 | — | — | — | $4.7M | 1.0% | |
| Vanguard VANG TARGET RET 2045 | — | — | — | $4.4M | 0.9% | |
| Vanguard VANG VMMR-FED MMKT | — | — | — | $4.0M | 0.8% | |
| TCW Group Metropolitan W Tot Ret Bd Pln | — | — | — | $3.8M | 0.8% | |
| Vanguard Target Ret 2030 Inv | — | — | — | $3.7M | 0.8% | |
| Vanguard Target Ret 2025 Inv | — | — | — | $3.4M | 0.7% | |
| Vanguard VANG TARGET RET 2030 | — | — | — | $3.3M | 0.7% | |
| CREF Inflation-Linked Bond Fund | — | — | — | $3.2M | 0.7% | |
| CREF Money Market Fund | — | — | — | $3.0M | 0.6% | |
| Vanguard VANG TARGET RET 2055 | — | — | — | $2.5M | 0.5% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $2.5M | 0.5% | |
| Hartford Funds The Hartford Internatnl Opp RS | — | — | — | $2.5M | 0.5% | |
| Vanguard Target Ret 2050 Inv | — | — | — | $1.9M | 0.4% | |
| Vanguard VANG TARGET RET 2025 | — | — | — | $1.8M | 0.4% | |
| Vanguard Target Ret 2040 Inv | — | — | — | $1.7M | 0.3% | |
| Vanguard Target Ret 2035 Inv | — | — | — | $1.6M | 0.3% | |
| Vanguard Target Ret 2045 Inv | — | — | — | $1.5M | 0.3% | |
| Hartford Funds HTFD INTL OPPS R6 | — | — | — | $1.5M | 0.3% | |
| Vanguard Target Ret 2055 Inv | — | — | — | $1.4M | 0.3% | |
| Vanguard VANG TARGET RET 2020 | — | — | — | $1.2M | 0.3% | |
| TCW Group METWEST TOT RTN BD P | — | — | — | $973K | 0.2% | |
| Vanguard VANG DEV MKT IDX ADM | — | — | — | $935K | 0.2% | |
| Vanguard VANG TOT BD MKT INST | — | — | — | $830K | 0.2% | |
| Vanguard VANG TARGET RET 2060 | — | — | — | $787K | 0.2% | |
| Vanguard Target Ret 2060 Inv | — | — | — | $786K | 0.2% | |
| Vanguard VANG EM STK IDX ADM | — | — | — | $611K | 0.1% | |
| Vanguard Target Ret Income Inv | — | — | — | $357K | <0.1% | |
| Vanguard VANG ST INF PS IDX A | — | — | — | $269K | <0.1% | |
| Dimensional Fund Advisors DFA US SUSTAIN CORE1 | — | — | — | $253K | <0.1% | |
| Vanguard Target Ret 2065 Inv | — | — | — | $244K | <0.1% | |
| Vanguard Target Ret 2020 Inv | — | — | — | $221K | <0.1% | |
| June 2034 | — | — | — | $217K | <0.1% | |
| Vanguard VANG TARGET RET INC | — | — | — | $139K | <0.1% | |
| Vanguard VANG TARGET RET 2065 | — | — | — | $84K | <0.1% | |
| Vanguard Target Ret 2070 Inv | — | — | — | $16K | <0.1% |