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Original filing (PDF)20251010175221NAL0004439715002

THIEL COLLEGE

Form 5500
FILING_RECEIVED
THIEL COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
210
Accounts w/ balance
569
Plan assets (EOY)
$38.6M
Net assets (EOY)
$38.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
66 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "s * TIAA Investments TIAA Traditional Annuity Account N/R" is 26% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THIEL COLLEGE.
Plan sponsor
Name
THIEL COLLEGE
EIN
25-0965576
Address
75 COLLEGE AVENUE · GREENVILLE, PA · 161252663
Phone
(724) 589-2000
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
2025-10-10
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)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
HENDERSON BROS. RET. PLAN20-4683855PITTSBURGH, PANONE$28K

Investments

64 direct securities · 2 pooled funds· $38.5M(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
$25.6M
62 holdings
Guaranteed Income / GIC
$10.1M
1 holding
Mutual Funds
$2.1M
1 holding
Pooled Separate Account
$701K
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
s * TIAA Investments TIAA Traditional Annuity Account N/R
Guaranteed Income / GIC
$10.1M26.1%
Registered Investment Companies * TIAA Investments CREF Stock Account N/R$5.9M15.3%
s * TIAA Investments Nuveen Lifecycle Index 2035 Retire N/R
Mutual Funds
$2.1M5.5%
TIAA Investments CREF Growth Account N/R$1.8M4.8%
TIAA Investments CREF Global Equities Account N/R$1.8M4.7%
BlackRock iShares S&P 500 Index Service N/R$1.4M3.7%
TIAA Investments Nuveen Lifecycle Index 2025 Retire N/R$1.4M3.7%
TIAA Investments Nuveen Lifecycle Index 2045 Retire N/R$1.2M3.1%
TIAA Investments Nuveen Lifecycle Index 2040 Retire N/R$1.2M3.0%
TIAA Investments Nuveen Lifecycle Index 2030 Retire N/R$1.1M3.0%
TIAA Investments Nuveen Lifecycle Index 2015 Retire N/R$1.1M2.8%
TIAA Investments CREF Equity Index Account N/R$1.0M2.7%
TIAA Investments CREF Social Choice Account N/R$807K2.1%
TIAA Investments CREF Bond Market Account N/R$760K2.0%
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$691K1.8%
TIAA Investments Nuveen Lifecycle Index 2050 Retire N/R$690K1.8%
AllianceBernstein AB Large Cap Growth Fund I N/R$552K1.4%
TIAA Investments Nuveen Lifecycle Index 2020 Retire N/R$437K1.1%
TIAA Investments Nuveen Lifecycle Index 2055 Retire N/R$427K1.1%
TIAA Investments TIAA Access Nuv Intl Equity T4 N/R$380K1.0%
Federated Hermes Total Ret Bond Instl N/R$282K0.7%
TIAA Investments TIAA Access Nuv Lg-Cap Val T4 N/R$254K0.7%
TIAA Investments TIAA Access Nuv Mid-Cap Val T4 N/R$243K0.6%
TIAA Investments CREF Money Market Account N/R$212K0.5%
TIAA Investments TIAA Access Nuv Sm-Cap Bl Idx T4 N/R$200K0.5%
TIAA Investments TIAA Stable Value Fund N/R$179K0.5%
Participant Loans Interest rates: 4.25% - 9.50% $0$162K0.4%
Hartford International Opp R5 N/R$158K0.4%
TIAA Investments TIAA Access Nuv Lifecycle 2045 T4 N/R$156K0.4%
TIAA Investments Nuveen Lifecycle Index 2060 Retire N/R$146K0.4%
TIAA Investments TIAA Access Nuv Real Est Secs T4 N/R$137K0.4%
TIAA Investments TIAA Access Nuv Quant Sml Cp Eq T4 N/R$128K0.3%
American Funds AF New Perspective Fund R4 N/R$127K0.3%
TIAA Investments CREF Inflation-Linked Bond Account N/R$123K0.3%
MFS Value Fund Class R4 N/R$115K0.3%
TIAA Investments TIAA Access Nuv Lag-Cap Gr T4 N/R$110K0.3%
Allspring Global Investments Allspring Spec MidCap Val Inst N/R$85K0.2%
Columbia Mid Cap Index Inst 2 N/R$71K0.2%
TIAA Investments TIAA Access Nuv Core Plus Bond T4 N/R$55K0.1%
Columbia Small Cp Indx Instl 2 N/R$54K0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2040 T4 N?R$53K0.1%
TIAA Investments TIAA Access Nuv Core Equity Index T4 N/R$41K0.1%
Vanguard Real Estate Idx Adm N/R$39K0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2010 T4 N/R$38K<0.1%
TIAA Investments TIAA Access Nuv Equity Index T4 N/R$37K<0.1%
Prudential PGIM Short-Term Corp Bd Z N/R$33K<0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2030 T4 N/R$30K<0.1%
Federated Inst High Yield Bond N/R$28K<0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2015 T4 N/R$28K<0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2025 T4 N/R$21K<0.1%
American Funds American Fds New World R4 N/R$14K<0.1%
TIAA Investments TIAA Access Nuv Large Cap N/R$14K<0.1%
Responsible Equity T4 * TIAA Investments TIAA Access Nuv Lifecycle Rtmt Inc T4 N/R$12K<0.1%
SEPARATE ACCOUNT C
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$11K<0.1%
TIAA Investments TIAA Access Nuv Mid-Cap Gr T4 N/R$9K<0.1%
TIAA Investments Nuveen Lifecycle Index 2065 Retire N/R$9K<0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2035 T4 N/R$7K<0.1%
T Rowe Price T Rowe Price Diversified Mid Cap Gr N/R$7K<0.1%
TIAA Investments Nuveen Lifecycle Index 2010 Retire N/R$4K<0.1%
Janus Henderson Janus Henderson Venture A N/R$4K<0.1%
TIAA Investments TIAA Access Nuv Lifecycle 2020 T4 N/R$4K<0.1%
Voya Large Cap Growth Port Ins N/R$3K<0.1%
Delaware Funds Delaware Small Cap Val Inst N/R$2K<0.1%
Voya Large Cap Value Port Ins N/R$2K<0.1%
Voya Fidelity VIP Contrafund Pt I N/R$2K<0.1%
Voya Mid Cap Opport Port I N/R$1K<0.1%

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