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Original filing (PDF)20251013162700NAL0001596849001
KENYON COLLEGE
Form 5500
FILING_RECEIVED
KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
667
Accounts w/ balance
1,758
Plan assets (EOY)
$323.0M
Net assets (EOY)
$323.0M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENYON COLLEGE.
Plan sponsor
Name
KENYON COLLEGE
EIN
31-4379507
Address
EATON CENTER · 209 CHASE AVENUE · GAMBIER, OH · 43022
Phone
(740) 427-5181
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALONEY & NOVOTNY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - CREF | 13-1624203 | — | NONE | $132K | — |
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $32K | — |
Investments
40 direct securities · 1 pooled fund· $323.0M(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
$302.1M
39 holdings
Pooled Separate Account
$11.8M
1 holding
Guaranteed Income / GIC
$9.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional - Non Benefit-Responsive | — | — | — | $64.5M | 20.0% | |
| Registered investment companies * TIAA-CREF CREF Stock | — | — | — | $47.3M | 14.6% | |
| TIAA-CREF CREF Global Equities | — | — | — | $23.8M | 7.4% | |
| TIAA-CREF CREF Growth | — | — | — | $16.0M | 5.0% | |
| TIAA-CREF Lfcyle Idx 2040-Inst | — | — | — | $15.8M | 4.9% | |
| TIAA-CREF CREF Social Choice | — | — | — | $13.5M | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.8M | 3.7% | |
| TIAA-CREF Lfcyle Idx 2030-Inst | — | — | — | $9.6M | 3.0% | |
| TIAA-CREF CREF Bond Market | — | — | — | $9.6M | 3.0% | |
| TIAA-CREF S&P 500 Idx-Inst | — | — | — | $9.5M | 2.9% | |
| TIAA-CREF Eq Index-Inst | — | — | — | $9.4M | 2.9% | |
| s * TIAA-CREF TIAA Traditional - Benefit-Responsive | Guaranteed Income / GIC | — | — | $9.1M | 2.8% | |
| TIAA-CREF Lfcyle Idx 2050-Inst | — | — | — | $7.9M | 2.4% | |
| TIAA-CREF Lfcyle Idx 2035-Inst | — | — | — | $7.6M | 2.4% | |
| TIAA-CREF Lfcyle Idx 2045-Inst | — | — | — | $7.0M | 2.2% | |
| TIAA-CREF Intl Eq Idx-Inst | — | — | — | $6.5M | 2.0% | |
| Pacific Investment Management Company PIMCO All Asset Inst 433 Vanguard Equity Income Adm | — | — | — | $6.0M | 1.9% | |
| TIAA-CREF CREF Inflation-Linked Bond | — | — | — | $5.6M | 1.7% | |
| MFS Investment Management MFS Mid Cap Value Class R6 | — | — | — | $5.3M | 1.6% | |
| TIAA-CREF CREF Equity Index | — | — | — | $4.8M | 1.5% | |
| TIAA-CREF Lfcyle Idx 2055-Inst | — | — | — | $3.4M | 1.0% | |
| GQG Partners GQG Partners Emerg Mrkt R6 | — | — | — | $3.2M | 1.0% | |
| TIAA-CREF Sm-Cap Bl Idx-Inst | — | — | — | $2.9M | 0.9% | |
| TIAA-CREF Lfcyle Idx 2025-Inst | — | — | — | $2.9M | 0.9% | |
| TIAA-CREF Real Est Secs-Inst | — | — | — | $2.5M | 0.8% | |
| TIAA-CREF CREF Money Market | — | — | — | $2.5M | 0.8% | |
| Vanguard Explorer Adm | — | — | — | $2.5M | 0.8% | |
| Prudential Investment Management PGIM High Yield Z | — | — | — | $2.1M | 0.6% | |
| T. Rowe Price T Rowe Price Overseas Stock I | — | — | — | $2.0M | 0.6% | |
| Prudential Investment Management PGIM Short-Term Corp Bd Z | — | — | — | $1.5M | 0.5% | |
| TIAA-CREF Money Market-Inst | — | — | — | $1.2M | 0.4% | |
| TIAA-CREF Lfcyle Idx 2020-Inst | — | — | — | $937K | 0.3% | |
| JPMorgan Mid Cap Gro Fund R6 | — | — | — | $916K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2060-Inst | — | — | — | $845K | 0.3% | |
| TIAA-CREF Lfcyle Idx 2015-Inst | — | — | — | $755K | 0.2% | |
| Pacific Investment Management Company PIMCO Intl Bd USDolHed Inst | — | — | — | $736K | 0.2% | |
| TIAA-CREF Lfcyle Idx 2010-Inst | — | — | — | $550K | 0.2% | |
| TIAA-CREF Lfcyle Idx RtIn-Inst | — | — | — | $476K | 0.1% | |
| TIAA-CREF Social Ch Eq-Inst | — | — | — | $393K | 0.1% | |
| TIAA-CREF Lfcyle Idx 2065-Inst | — | — | — | $162K | <0.1% | |
| Participant loans * Participant loans Interest rate of 4.25% - 9.50% | — | — | — | $137K | <0.1% |
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