Original filing (PDF)20250924135610NAL0009310979001

THE COLLEGE OF WOOSTER

Name: THE COLLEGE OF WOOSTER — THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: THE COLLEGE OF WOOSTER

Form 5500

FILING_RECEIVED

THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

568

Accounts w/ balance

1,566

Plan assets (EOY)

$242.3M

Net assets (EOY)

$242.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COLLEGE OF WOOSTER.

Plan sponsor

Name

THE COLLEGE OF WOOSTER

EIN

34-0714654

Address

536 E WAYNE AVE · WOOSTER, OH · 44691

Phone

(330) 263-2526

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

2025-09-24

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$19K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADV. SERVICES LLC	81-3968784	—	NONE	$53K	—
BAKER TILLY US, LLP	30-1413443	—	NONE

Investments

1 pooled fund· $7.8M(3% 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.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$7.8M	3.2%

1–1 of 1

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