Original filing (PDF)20251014151345NAL0004347024001

GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP

Name: GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP — ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP, Form 5500 (2024)
Creator: GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP

Form 5500

FILING_RECEIVED

ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP

403(b) retirement plan

Signals · 3

Late participant contributions31% in single holding6 service providers

Active participants

2,140

Accounts w/ balance

4,353

Plan assets (EOY)

$480.4M

Net assets (EOY)

$480.4M

How this plan invests

This plan

1 pooled trust

Schedule D

116 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP.

Plan sponsor

Name

GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP

EIN

31-0880079

Address

41 S HIGH STREET · SUITE 1690 · COLUMBUS, OH · 43215

Phone

(614) 228-2196

Industry

Educational Servicessee all

Plan administrator

Name

PENTEGRA RETIREMENT SERVICES

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

PLANCHEC(K) CPA'S LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	RECORDKEEPER	$291K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT	45-4168388	CHICAGO, IL	ADVISOR	$204K	—

Investments

116 direct securities · 1 pooled fund· $478.3M(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.

Other securities

$463.0M

105 holdings

Pooled Separate Account

$7.5M

1 holding

Cash / Money Market

$5.5M

7 holdings

U.S. Treasuries

$2.2M

2 holdings

Common Stock

$84K

2 holdings

					% of plan
TIAA TRADITIONAL ANNUITY CONTRACT	Other securities	—	—	$146.5M	30.5%
VANGUARD INSTITUTIONAL INDEX INST	Other securities	—	—	$80.5M	16.8%
CREF STOCK R2	Other securities	—	—	$39.6M	8.2%
AMERICAN EUROPAC GROWTH R6	Other securities	—	—	$29.3M	6.1%
CREF GROWTH R2	Other securities	—	—	$14.8M	3.1%
CREF GLOBAL EQUITIES R2	Other securities	—	—	$14.2M	3.0%
AMERICAN FUND NEW PERSPECTIVE R6	Other securities	—	—	$13.4M	2.8%
CREF STOCK R2	Other securities	—	—	$10.3M	2.1%
PIMCO HIGH YIELD INSTITUTIONAL	Other securities	—	—	$9.4M	2.0%
VANGUARD SMALL-CAP INDEX ADM	Other securities	—	—	$8.4M	1.8%
CREF EQUITY INDEX R2	Other securities	—	—	$8.1M	1.7%
TIAA REAL ESTATA TIAA · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$7.5M	1.6%
CREF SOCIAL CHOICE R2	Other securities	—	—	$7.1M	1.5%
PIMCO INTERNATIONAL BOND US DOLLAR HEDGED INST	Other securities	—	—	$7.0M	1.5%
CREF GROWTH R2	Other securities	—	—	$6.2M	1.3%
CREF GLOBAL EQUITIES R2	Other securities	—	—	$4.4M	0.9%
PIMCO INCOME FUND INSTITUTIONAL	Other securities	—	—	$4.2M	0.9%
CREF STOCK R2	Other securities	—	—	$3.9M	0.8%
CREF SOCIAL CHOICE R2	Other securities	—	—	$3.3M	0.7%
CREF STOCK R2	Other securities	—	—	$3.2M	0.7%
CREF CORE BOND R2	Other securities	—	—	$2.9M	0.6%
CREF STOCK R2	Other securities	—	—	$2.8M	0.6%
CREF MONEY MARKET R2	Cash / Money Market	—	—	$2.4M	0.5%
VANGUARD INFLATION PROTECTED SECURITIES ADM	Other securities	—	—	$2.2M	0.5%
CREF CORE BOND R2	Other securities	—	—	$2.2M	0.5%
VANGUARD MID-CAP INDEX ADM	Other securities	—	—	$2.1M	0.4%
CREF EQUITY INDEX R2	Other securities	—	—	$2.0M	0.4%
PARNASSUS CORE EQUITY INSTITUTIONAL	Other securities	—	—	$2.0M	0.4%
CREF INFLATION-LINKED BOND R2	Other securities	—	—	$2.0M	0.4%
TIAA-CREF CORE IMPACT BOND INSTITUTIONAL	U.S. Treasuries	—	—	$1.9M	0.4%
Vanguard Cash Reserve Federal Money Market Adm	Cash / Money Market	—	—	$1.4M	0.3%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADM	Other securities	—	—	$1.3M	0.3%
CREF EQUITY INDEX R2	Other securities	—	—	$1.3M	0.3%
CREF MONEY MARKET R2	Cash / Money Market	—	—	$1.2M	0.3%
CREF GLOBAL EQUITIES R2	Other securities	—	—	$1.2M	0.3%
CREF GROWTH R2	Other securities	—	—	$1.1M	0.2%
CREF GROWTH R2	Other securities	—	—	$1.0M	0.2%
CREF GLOBAL EQUITIES R2	Other securities	—	—	$1.0M	0.2%
PIMCO TOTAL RETURN INSTITUTIONAL CLASS	Other securities	—	—	$1.0M	0.2%
CREF SOCIAL CHOICE R2	Other securities	—	—	$955K	0.2%
CREF CORE BOND R2	Other securities	—	—	$926K	0.2%
TIAA ACCESS LIFECYCLE 2045 T4	Other securities	—	—	$888K	0.2%
CREF EQUITY INDEX R2	Other securities	—	—	$857K	0.2%
CREF GROWTH R2	Other securities	—	—	$813K	0.2%
VANGUARD INTERMEDIATE TERM BOND INDEX ADM	Other securities	—	—	$803K	0.2%
CREF GLOBAL EQUITIES R2	Other securities	—	—	$792K	0.2%
TIAA ACCESS LIFECYCLE 2040 T4	Other securities	—	—	$784K	0.2%
TIAA Access Large Cap Responsible Equity T4	Other securities	—	—	$779K	0.2%
TIAA ACCESS LIFECYCLE 2035 T4	Other securities	—	—	$742K	0.2%
CREF INFLATION-LINKED BOND R2	Other securities	—	—	$679K	0.1%