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Original filing (PDF)20250916160701NAL0004604226001
SAINT VINCENT COLLEGE
Form 5500
FILING_RECEIVED
SAINT VINCENT RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
382
Accounts w/ balance
736
Plan assets (EOY)
$80.3M
Net assets (EOY)
$80.3M
How this plan invests
This plan
1 pooled trust
Schedule D
64 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 (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT VINCENT COLLEGE.
Plan sponsor
Name
SAINT VINCENT COLLEGE
EIN
25-0964126
Address
300 FRASER PURCHASE RD · LATROBE, PA · 15650
Phone
(724) 805-2916
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
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $12K | — |
| TIAA | 13-1624203 | — | NONE | $9K | — |
Investments
63 direct securities · 1 pooled fund· $80.3M(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
$57.0M
61 holdings
Guaranteed Income / GIC
$17.4M
1 holding
Mutual Funds
$3.3M
1 holding
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * TIAA Investments TIAA Traditional Account N/R | Guaranteed Income / GIC | — | — | $17.4M | 21.7% | |
| Registered Investment Companies * TIAA Investments CREF Stock R2 N/R | — | — | — | $12.5M | 15.6% | |
| s * TIAA Investments Nuv S&P 500 Idx-Rtmt N/R | Mutual Funds | — | — | $3.3M | 4.2% | |
| TIAA Investments Nuv Lfcyle Idx 2030-Rtmt N/R | — | — | — | $3.0M | 3.8% | |
| TIAA Investments CREF Growth R2 N/R | — | — | — | $2.9M | 3.6% | |
| TIAA Investments Nuv Lfcyle Idx 2025-Rtmt N/R | — | — | — | $2.8M | 3.5% | |
| TIAA Investments Nuv Lfcyle Idx 2040-Rtmt N/R | — | — | — | $2.6M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 3.2% | |
| TIAA Investments Nuv Lfcyle Idx 2035-Rtmt N/R | — | — | — | $2.4M | 2.9% | |
| TIAA Investments CREF Equity Index R2 N/R | — | — | — | $2.3M | 2.9% | |
| TIAA Investments CREF Global Equities R2 N/R | — | — | — | $2.1M | 2.7% | |
| TIAA Investments CREF Social Choice R2 N/R | — | — | — | $1.9M | 2.3% | |
| TIAA Investments Nuv Lfcyle Idx 2045-Rtmt N/R | — | — | — | $1.8M | 2.3% | |
| Hartford Mutual Funds Hartford Dividend & Growth R5 N/R | — | — | — | $1.7M | 2.1% | |
| TIAA Investments Nuv Lfcyle Idx 2050-Rtmt N/R | — | — | — | $1.6M | 2.0% | |
| TIAA Investments CREF Core Bond R2 N/R | — | — | — | $1.3M | 1.6% | |
| American Funds AF EuroPacific Growth R5 N/R | — | — | — | $1.3M | 1.6% | |
| TIAA Investments Nuv Lfcyle Idx 2020-Rtmt N/R | — | — | — | $1.2M | 1.5% | |
| TIAA Investments NuvSm-Cap Bl Idx-Rtmt N/R | — | — | — | $1.1M | 1.4% | |
| American Funds AM FDS American Balanced R5 N/R | — | — | — | $1.1M | 1.3% | |
| TIAA Investments CREF Money Market R2 N/R | — | — | — | $919K | 1.1% | |
| Harding Loevner PGIM Jennison Growth Z N/R | — | — | — | $896K | 1.1% | |
| American Century Am Century Mid Cap Value Inv N/R | — | — | — | $810K | 1.0% | |
| TIAA Investments Nuv Lfcyle Idx 2015-Rtmt N/R | — | — | — | $662K | 0.8% | |
| TIAA Investments Nuv Lfcyle Idx 2055-Rtmt N/R | — | — | — | $644K | 0.8% | |
| TIAA Investments CREF Inflation-Linked Bond R2 N/R | — | — | — | $633K | 0.8% | |
| Transamerica Intl Equity I N/R | — | — | — | $616K | 0.8% | |
| TIAA Investments Nuv Lfcyle Idx 2010-Rtmt N/R | — | — | — | $609K | 0.8% | |
| Principal MidCap Fund R5 N/R | — | — | — | $435K | 0.5% | |
| TIAA Investments TIAA Access Nuv Qt Sm Cp Bl T4 N/R | — | — | — | $435K | 0.5% | |
| TIAA Investments TIAA Stable Value N/R | — | — | — | $400K | 0.5% | |
| TIAA Investments TIAA Access Nuv International Equity T4 N/R | — | — | — | $399K | 0.5% | |
| TIAA Investments TIAA Access Nuv Large Cap Value T4 N/R | — | — | — | $379K | 0.5% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2030 T4 N/R | — | — | — | $372K | 0.5% | |
| Baird Short Term Bond Fund Inv N/R | — | — | — | $371K | 0.5% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2040 T4 N/R | — | — | — | $361K | 0.4% | |
| TIAA Investments Nuv Lfcyle Idx 2060-Rtmt N/R | — | — | — | $355K | 0.4% | |
| TIAA Investments TIAA Access Nuv Core Equity T4 N/R | — | — | — | $348K | 0.4% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2045 T4 N/R | — | — | — | $310K | 0.4% | |
| American Funds AM FDS New World R4 N/R | — | — | — | $299K | 0.4% | |
| BlackRock Inflat Prot Bnd Inst N/R | — | — | — | $293K | 0.4% | |
| TIAA Investments Nuv Money Market-Rtmt N/R | — | — | — | $267K | 0.3% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2020 T4 N/R | — | — | — | $252K | 0.3% | |
| TIAA Investments TIAA Access Nuv Mid Cap Value T4 N/R | — | — | — | $240K | 0.3% | |
| Metropolitan West Funds Metropolitan West Tot Ret Bd M N/R | — | — | — | $236K | 0.3% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2035 T4 N/R | — | — | — | $220K | 0.3% | |
| TIAA Investments TIAA Access Nuv Real Estate Sector T4 N/R | — | — | — | $209K | 0.3% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2025 T4 N/R | — | — | — | $207K | 0.3% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $193K | 0.2% | |
| TIAA Investments TIAA Access Nuv Small Cap BI Index T4 N/R | — | — | — | $163K | 0.2% | |
| TIAA Investments TIAA Access Nuv Lifecycle 2050 T4 N/R | — | — | — | $97K | 0.1% | |
| TIAA Investments TIAA Access Nuv Lg Cp Equity T4 N/R | — | — | — | $90K | 0.1% | |
| TIAA Investments Nuv Lfcyle Idx 2065-Rtmt N/R | — | — | — | $86K | 0.1% | |
| Loomis Sayles Funds Loomis Sayles Bond Inst N/R | — | — | — | $81K | 0.1% | |
| Goldman Sachs Goldman Sachs Intl SmCpIns Inv N/R | — | — | — | $76K | <0.1% | |
| TIAA Investments TIAA Access Nuv Mid Cap Growth T4 N/R | — | — | — | $54K | <0.1% | |
| TIAA Investments TIAA Access Large Cap Growth T4 N/R | — | — | — | $42K | <0.1% | |
| TIAA Investments TIAA Access Nuv Core Bond T4 N/R | — | — | — | $42K | <0.1% | |
| TIAA Investments TIAA Access Nuv Core Bond Plus T4 N/R | — | — | — | $39K | <0.1% | |
| TIAA Investments TIAA Access Nuv Equity Index T4 N/R | — | — | — | $34K | <0.1% | |
| Alliance Bernstein AB Global Bond Advisor N/R | — | — | — | $27K | <0.1% | |
| TIAA Investments TIAA Access Nuv Lifecycle Retirement N/R | — | — | — | $24K | <0.1% | |
| Income T4 * TIAA Investments TIAA Access Nuv Inflation-Linked Bond T4 N/R | — | — | — | $8K | <0.1% | |
| TIAA Investments TIAA Access Nuv Money Market N/R | — | — | — | $8K | <0.1% |
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