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Original filing (PDF)20251014110311NAL0003713968001
METHODIST THEOLOGICAL SCHOOL IN OHIO
Form 5500
FILING_RECEIVED
METHODIST THEOLOGICAL SCHOOL DC
403(b) retirement plan
Active participants
67
Accounts w/ balance
173
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for METHODIST THEOLOGICAL SCHOOL IN OHIO.
Plan sponsor
Name
METHODIST THEOLOGICAL SCHOOL IN OHIO
EIN
31-4421101
Address
3081 COLUMBUS PIKE · DELAWARE, OH · 430153211
Phone
(740) 362-3335
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
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BRADY. WARE SCHOENFELD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | SANTA BARBARA, CA | NONE | $14K | — |
| TEACHERS INSUARNCE AND ANNUITY ASSO | 13-1624203 | NEW YORK, NY | NONE | $9K | — |
Investments
42 direct securities · 1 pooled fund· $15.7M(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
$15.6M
42 holdings
Pooled Separate Account
$127K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non Benefit-Responsive Investment Contracts * TIAA and CREF TIAA Traditional Non Benefit Responsive # | — | — | — | $3.7M | 23.8% | |
| Investments in Registered Investment Companies * TIAA and CREF Stock # | — | — | — | $3.7M | 23.6% | |
| TIAA and CREF Global Equities # | — | — | — | $786K | 5.0% | |
| Blackrock S&P 500 Index # | — | — | — | $705K | 4.5% | |
| Vanguard Target Retirement 2035 # | — | — | — | $583K | 3.7% | |
| TIAA and CREF Growth # | — | — | — | $568K | 3.6% | |
| Vanguard Target Retirement 2025 # | — | — | — | $535K | 3.4% | |
| TIAA and CREF TIAA Traditional Non Benefit Responsive 2 # | — | — | — | $465K | 3.0% | |
| TIAA and CREF Social Choice # | — | — | — | $440K | 2.8% | |
| TIAA and CREF Equity Index # | — | — | — | $415K | 2.6% | |
| Columbia Investments Columbia Dividend Income # | — | — | — | $394K | 2.5% | |
| Lord Abbett & Co. Lord Abbett Short Duration # | — | — | — | $297K | 1.9% | |
| Vanguard Target Retirement 2020 # | — | — | — | $285K | 1.8% | |
| Vanguard Target Retirement 2030 # | — | — | — | $280K | 1.8% | |
| Blackrock Investments Blackrock International Index # | — | — | — | $262K | 1.7% | |
| Vanguard Target Retirement Income # | — | — | — | $221K | 1.4% | |
| Vanguard Target Retirement 2045 # | — | — | — | $184K | 1.2% | |
| TIAA and CREF Bond Market # | — | — | — | $178K | 1.1% | |
| Blackrock Investments Blackrock Mid Cap Index # | — | — | — | $178K | 1.1% | |
| Fully Benefit-Responsive Investment Contracts * TIAA and CREF TIAA Traditional Benefit Responsive # | — | — | — | $171K | 1.1% | |
| Vanguard Target Retirement 2040 # | — | — | — | $168K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $127K | 0.8% | |
| Blackrock Investments Blackrock US Total Bond # | — | — | — | $126K | 0.8% | |
| iShares Russ 2000 Small Cap Index # | — | — | — | $100K | 0.6% | |
| Principal Funds Principal Mid Cap Blend # | — | — | — | $97K | 0.6% | |
| DFA International Sustain Core 1 # | — | — | — | $93K | 0.6% | |
| Vanguard Target Retirement 2050 # | — | — | — | $83K | 0.5% | |
| Franklin Small Cap Value # | — | — | — | $76K | 0.5% | |
| American Funds American Funds New World R6 # | — | — | — | $71K | 0.5% | |
| TIAA and CREF Money Market # | — | — | — | $70K | 0.4% | |
| Principal Funds Principal Real Estate # | — | — | — | $63K | 0.4% | |
| TIAA and CREF Inflation-Linked Bond # | — | — | — | $50K | 0.3% | |
| Vanguard Explorer # | — | — | — | $41K | 0.3% | |
| Vanguard Target Retirement 2060 # | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement 2055 # | — | — | — | $25K | 0.2% | |
| Nuveen Winslow LC # | — | — | — | $20K | 0.1% | |
| TIAA and CREF Money Market # | — | — | — | $18K | 0.1% | |
| participants maximum five-year term, collateralized by 50% of participants' vested account balance | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2065 # | — | — | — | $8K | <0.1% | |
| PGIM Total Return Bond R6 # | — | — | — | $8K | <0.1% | |
| Trillium ESG Global Eq # | — | — | — | $5K | <0.1% | |
| Fidelity Investments Pioneer Strategic Income # | — | — | — | $3K | <0.1% | |
| TIAA and CREF TIAA Traditional Benefit Responsive 2 # | — | — | — | $2K | <0.1% |