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Original filing (PDF)20251010170440NAL0008513505001
LYCOMING COLLEGE
Form 5500
FILING_RECEIVED
LYCOMING COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
347
Accounts w/ balance
892
Plan assets (EOY)
$97.6M
Net assets (EOY)
$97.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYCOMING COLLEGE.
Plan sponsor
Name
LYCOMING COLLEGE
EIN
24-0795965
Address
700 COLLEGE PLACE · WILLIAMSPORT, PA · 17701
Phone
(570) 321-4309
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $88K | — |
| NEW ENGLAND RETIREMENT CONSULTANTS, | 20-5322603 | BOSTON, MA | NONE | $33K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $33K | — |
Investments
29 direct securities · 1 pooled fund· $97.6M(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
$83.9M
28 holdings
Mutual Funds
$9.2M
1 holding
Pooled Separate Account
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Annuity Contracts * TIAA Traditional Non Benefit-Responsive N/R | — | — | — | $21.5M | 22.0% | |
| Separate Accounts * CREF Stock Fund N/R | — | — | — | $15.6M | 15.9% | |
| Vanguard 500 N/R | Mutual Funds | — | — | $9.2M | 9.4% | |
| Vanguard Development Market N/R | — | — | — | $5.9M | 6.1% | |
| CREF Global Equities Fund N/R | — | — | — | $5.8M | 6.0% | |
| TIAA Traditional Benefit-Responsive N/R | — | — | — | $4.7M | 4.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 4.6% | |
| Schwab Small Cap N/R | — | — | — | $3.7M | 3.8% | |
| CREF Growth Fund N/R | — | — | — | $3.5M | 3.6% | |
| CREF Equity Index Fund N/R | — | — | — | $3.2M | 3.3% | |
| Putman Large Cap N/R | — | — | — | $2.7M | 2.7% | |
| CREF Social Choice Fund N/R | — | — | — | $2.4M | 2.4% | |
| CREF Inflation Linked Bond N/R | — | — | — | $2.0M | 2.0% | |
| CREF Bond Market Fund N/R | — | — | — | $1.8M | 1.8% | |
| JP Morgan JP Morgan Core N/R | — | — | — | $1.7M | 1.8% | |
| Vanguard Mid-Cap N/R | — | — | — | $1.4M | 1.5% | |
| Vanguard Infl N/R | — | — | — | $1.4M | 1.4% | |
| Harbor Capital Harbor Capital Appreciation N/R | — | — | — | $1.2M | 1.2% | |
| Vanguard FTSE N/R | — | — | — | $998K | 1.0% | |
| Nuveen EMERG MKTS EQ IDX R6 MD N/R | — | — | — | $865K | 0.9% | |
| MFS International N/R | — | — | — | $801K | 0.8% | |
| CREF Money Market N/R | — | — | — | $653K | 0.7% | |
| TIAA Stable Value N/R | — | — | — | $594K | 0.6% | |
| Blackrock 80/20 N/R | — | — | — | $582K | 0.6% | |
| MFS Mid Cap N/R | — | — | — | $358K | 0.4% | |
| American Beacon American Beacon Small Cap N/R | — | — | — | $283K | 0.3% | |
| Admiral Fund U2 * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $125K | 0.1% | |
| Alliance Berstein Alliance Berstein Small Cap N/R | — | — | — | $98K | <0.1% | |
| Nuveen Mid-Cap N/R | — | — | — | $83K | <0.1% | |
| Money Market Fund Vanguard Cash RSV Federal Money Market N/R | — | — | — | $69K | <0.1% |