How big is Johnson C Smith University's plan?

Johnson C Smith University's plan reported $39.8M in assets and 445 participants for 2024.

Original filing (PDF)20251015073115NAL0004236529001

Johnson C Smith University

Name: Johnson C Smith University — Johnson C. Smith, Form 5500 (2024)
Creator: Johnson C Smith University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Johnson C. Smith University Defined Contribution Retirement Plan

403(b) retirement plan · Johnson C Smith University's Johnson C. Smith University Defined Contribution Retirement Plan held $39.8M in plan assets for 445 participants in 2024, with TIAA as recordkeeper.

Signals · 1

Late participant contributions

Active participants

445

Accounts w/ balance

587

Plan assets (EOY)

$39.8M

Net assets (EOY)

$39.8M

People on this filing

Maudre Addison signed Johnson C Smith University's 2024 Form 5500 as plan administrator.

Maudre Addison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Johnson C Smith University's EIN is 25-0983069.

EIN 25-0983069

Plan number 001

Plan year 2024

ACK ID 20251015073115NAL0004236529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Johnson C Smith University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Johnson C Smith University's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

71 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 195K (14% of contributions).

Helping the score

Below-peer total plan cost (91st percentile).

Plan sponsor

Name

JOHNSON C SMITH UNIVERSITY

EIN

all filings

Address

100 BEATTIES FORD ROAD · CHARLOTTE, NC · 28216

Phone

(704) 378-1228

Industry

Educational Services

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

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ELLIOTT GROUP CPAS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	RECORDKEEPER	$2K	—

Investments

71 direct securities · 1 pooled fund· $39.9M(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.

Mutual Funds

$35.2M

39 holdings

Common Collective Trusts

$2.8M

9 holdings

Pooled Separate Account

$1.2M

1 holding

Other securities

$567K

21 holdings

Bonds / Notes

$108K

1 holding

Cash / Money Market

$18K

1 holding

					% of plan
CREF Stock Account Class R2	Mutual Funds	—	—	$9.7M	24.4%
TIAA Traditional Accounts	Mutual Funds	—	—	$9.5M	23.9%
CREF Growth Account Class R2	Mutual Funds	—	—	$4.4M	11.2%
CREF Global Equities Account Class R2	Mutual Funds	—	—	$4.2M	10.6%
CREF Equity Index Account Class R2	Common Collective Trusts	—	—	$2.0M	4.9%
CREF Social Choice Account Class R2	Mutual Funds	—	—	$1.6M	4.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.2M	3.1%
CREF Money Market Account Class R2	Mutual Funds	—	—	$1.1M	2.8%
CREF Core Bond Account Class R2	Mutual Funds	—	—	$855K	2.1%
CREF Inflation-Linked Bond Class R2	Mutual Funds	—	—	$516K	1.3%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$378K	0.9%
TIAA Access Nuv LifCyc 2040 T4	Mutual Funds	—	—	$333K	0.8%
TIAA Access Nuv LifCyc 2035 T4	Mutual Funds	—	—	$284K	0.7%
TIAA Access Nuv LifCyc 2025 T4	Mutual Funds	—	—	$245K	0.6%
Nuveen LfCycle Ix 2035 Retire	Mutual Funds	—	—	$190K	0.5%
Harbor Capital Appreciation Fund Institutional Class	Other securities	—	—	$188K	0.5%
Nuveen Money Market Retirement	Mutual Funds	—	—	$184K	0.5%
Nuveen LfCycle Ix 2040 Retire	Mutual Funds	—	—	$184K	0.5%
TIAA Access Nuv LifCyc 2045 T4	Mutual Funds	—	—	$179K	0.4%
Nuveen LfCycle Ix 2030 Retire	Mutual Funds	—	—	$177K	0.4%
Nuveen LfCycle Ix 2025 Retire	Mutual Funds	—	—	$160K	0.4%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$158K	0.4%
TIAA Access Nuv LifCyc 2030 T4	Mutual Funds	—	—	$154K	0.4%
Nuveen LfCycle Ix 2045 Retire	Mutual Funds	—	—	$127K	0.3%
TIAA Access Nuv LifCyc 2020 T4	Mutual Funds	—	—	$122K	0.3%
Dodge & Cox Income Fund I	Mutual Funds	—	—	$117K	0.3%
VALIC Fixed Account Plus	Other securities	—	—	$108K	0.3%
Notes receivable from participants (4.25% - 9.50%)	Bonds / Notes	—	—	$108K	0.3%
TIAA Access Nuv LifCyc 2015 T4	Mutual Funds	—	—	$104K	0.3%
Vanguard Extended Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$102K	0.3%
TIAA Access Nuv LifCyc 2050 T4	Mutual Funds	—	—	$93K	0.2%
MFS Mid Cap Value Fund Class R4	Mutual Funds	—	—	$93K	0.2%
Nuveen LfCycle Ix 2020 Retire	Mutual Funds	—	—	$77K	0.2%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$75K	0.2%
Repayments Not Outside Correction in PTE 2002- are included: Corrected VFCP 51 2024	Other securities	—	—	$65K	0.2%
American Funds EuroPacific Growth Fund Class R4	Mutual Funds	—	—	$64K	0.2%
Nuveen LfCycle Ix 2015 Retire	Mutual Funds	—	—	$60K	0.2%
TIAA Access Nuv LifCyc 2055 T4	Mutual Funds	—	—	$55K	0.1%
VALIC Small Cap Value Fund 21 * VALIC Stock Index Fund	Common Collective Trusts	—	—	$47K	0.1%
VALIC VC I Conserv Growth Lifestyle	Other securities	—	—	$45K	0.1%
Nuveen LfCycle Ix 2050 Retire	Mutual Funds	—	—	$44K	0.1%
VALIC Vanguard Wellington Fund, Inc.	Mutual Funds	—	—	$37K	<0.1%
Nuveen LfCycle Ix 2055 Retire	Mutual Funds	—	—	$33K	<0.1%
VALIC Inflation Protected Fund	Other securities	—	—	$25K	<0.1%
VALIC Short Term Fixed Account	Other securities	—	—	$24K	<0.1%
MFS Value Fund Class R4	Mutual Funds	—	—	$24K	<0.1%
VALIC Moderate Growth Lifestyle	Other securities	—	—	$22K	<0.1%
VALIC Systematic Growth Fund 12 * VALIC US Socially Responsible Fund	Other securities	—	—	$19K	<0.1%
VALIC GS Vit Gov Money Market Fd Inst	Cash / Money Market	—	—	$18K	<0.1%
VALIC Vanguard Windsor II	Mutual Funds	—	—	$16K	<0.1%