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Original filing (PDF)20251015111318NAL0006065184001
WASHINGTON & JEFFERSON COLLEGE
Form 5500
FILING_RECEIVED
WASHINGTON & JEFFERSON COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
322
Accounts w/ balance
682
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
24 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON & JEFFERSON COLLEGE.
Plan sponsor
Name
WASHINGTON & JEFFERSON COLLEGE
EIN
25-0965601
Address
60 SOUTH LINCOLN STREET · WASHINGTON, PA · 153014812
Phone
(724) 531-1001
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
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | — | NONE | $9K | — |
| TIAA-CREF | 13-1624203 | — | NONE | $905 | — |
Investments
15 direct securities · 9 pooled funds· $61.7M(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
$34.0M
15 holdings
Pooled Separate Account
$27.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STOCK R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $9.3M | 15.0% | |
| TIAA Traditional Benefit Responsive N/A | — | — | — | $8.7M | 14.1% | |
| Schwab S&P 500 Index Fund N/A | — | — | — | $7.5M | 12.2% | |
| TIAA Traditional Non-Benefit Responsive N/A | — | — | — | $6.4M | 10.4% | |
| Goldman Sachs International Equity ESG Fund Institutional Class N/A | — | — | — | $4.5M | 7.3% | |
| GLOBAL EQUITIES R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $4.1M | 6.7% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 4.4% | |
| GROWTH R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.7M | 4.4% | |
| Nuveen Quant Small-Cap Equity N/A | — | — | — | $2.6M | 4.3% | |
| SOCIAL CHOICE R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.5M | 4.1% | |
| CORE BOND MARKET R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.1M | 3.3% | |
| EQUITY INDEX R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.2% | |
| INFLATION LINKED BOND R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.9M | 3.0% | |
| BNY Mellon Strategic Value I N/A | — | — | — | $896K | 1.4% | |
| Vanguard Extended Market Index Fund N/A | — | — | — | $892K | 1.4% | |
| Loomis Sayles Investment Grade Bond Fund Class Y N/A | — | — | — | $888K | 1.4% | |
| MFS Mid-Cap Value Fund Class R4 N/A | — | — | — | $623K | 1.0% | |
| MONEY MARKET R2 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $436K | 0.7% | |
| Carillon Reams Unconstrained Bond Class R5 N/A | — | — | — | $431K | 0.7% | |
| Participant Loans to participants (interest rates from 4.25% to 9.50%, maturities through 2029) - | — | — | — | $181K | 0.3% | |
| American Funds New World Fund Class R-4 N/A | — | — | — | $116K | 0.2% | |
| TIAA Traditional Benefit Responsive 2 N/A | — | — | — | $64K | 0.1% | |
| TIAA Stable Value N/A | — | — | — | $61K | <0.1% | |
| MFS Mid-Cap Growth Fund Class R4 N/A | — | — | — | $44K | <0.1% |