Back to filter
Original filing (PDF)20250916073755NAL0004530530001
HANOVER COLLEGE
Form 5500
FILING_RECEIVED
HANOVER COLLEGE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
307
Accounts w/ balance
637
Plan assets (EOY)
$70.4M
Net assets (EOY)
$70.4M
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)
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 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANOVER COLLEGE.
Plan sponsor
Name
HANOVER COLLEGE
EIN
35-0868096
Address
517 BALL DRIVE · HANOVER, IN · 47243
Phone
(812) 866-7097
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
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | NONE | $28K | — |
| TIAA | 13-1624203 | — | NONE | $7K | — |
Investments
42 direct securities · 1 pooled fund· $70.4M(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
$68.7M
42 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional - Non-Benefit-Responsive | — | — | — | $8.5M | 12.1% | |
| CREF Stock 9243.29 units | — | — | $9K | $8.3M | 11.7% | |
| TIAA Traditional - Benefit-Responsive | — | — | — | $5.6M | 8.0% | |
| Schwab S&P 500 Index Fund 44168.50 shares | — | — | $44K | $4.0M | 5.7% | |
| Schwab International Index Fund 146018.39 shares | — | — | $146K | $3.3M | 4.7% | |
| Calvert Equity Portfolio 27184.67 shares | — | — | $27K | $2.5M | 3.6% | |
| CREF Social Choice 6896.09 units | — | — | $7K | $2.5M | 3.5% | |
| JPMorgan US Equity R6 85617.87 shares | — | — | $86K | $2.1M | 3.0% | |
| American Funds American Funds Bond Fd Amer R3 188964.28 shares | — | — | $189K | $2.1M | 3.0% | |
| CREF Growth 3843.19 units | — | — | $4K | $2.0M | 2.8% | |
| American Funds 2040 Target Date Retirement - R 93498.08 shares | — | — | $93K | $1.9M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.8M | 2.5% | |
| American Funds 2030 Target Date Retirement - R 100878.77 shares | — | — | $101K | $1.7M | 2.5% | |
| American Funds 2035 Target Date Retirement - R 88016.48 shares | — | — | $88K | $1.7M | 2.4% | |
| CREF Money Market 52650.14 units | — | — | $53K | $1.5M | 2.2% | |
| American Funds American Balanced Fund R4 41279.74 shares | — | — | $41K | $1.4M | 2.0% | |
| AllSpring Special Mid Cap Value A 29737.07 shares | — | — | $30K | $1.4M | 1.9% | |
| CREF Global Equities 3764.12 units | — | — | $4K | $1.3M | 1.8% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth I 56369.45 shares | — | — | $56K | $1.2M | 1.7% | |
| American Funds American Funds American Mut R4 21400.41 shares | — | — | $21K | $1.2M | 1.7% | |
| Vanguard Mid Cap Index Fund Adm 3484.26 shares | — | — | $3K | $1.1M | 1.6% | |
| Vanguard Small Cap Index Fund Adm 9658.69 shares | — | — | $10K | $1.1M | 1.6% | |
| DFA Emerging Markets I 37952.16 shares | — | — | $38K | $1.1M | 1.5% | |
| CREF Equity Index 1856.73 units | — | — | $2K | $937K | 1.3% | |
| Royce Small-Cap Investment Cl 103007.52 shares | — | — | $103K | $930K | 1.3% | |
| American Funds 2025 Target Date Retirement - R 61399.94 shares | — | — | $61K | $926K | 1.3% | |
| AllSpring Special Small Cap Value R6 22049.61 shares | — | — | $22K | $887K | 1.3% | |
| American Funds 2050 Target Date Retirement - R 39002.91 shares | — | — | $39K | $807K | 1.1% | |
| CREF Core Bond 6086.12 units | — | — | $6K | $799K | 1.1% | |
| American Funds 2045 Target Date Retirement - R 35276.90 shares | — | — | $35K | $741K | 1.1% | |
| CREF Inflation-Linked Bond 7323.33 units | — | — | $7K | $606K | 0.9% | |
| American Funds 2055 Target Date Retirement - R 22871.29 shares | — | — | $23K | $596K | 0.8% | |
| TIAA Stable Value | — | — | — | $588K | 0.8% | |
| PIMCO Real Return Fund A 56433.22 shares | — | — | $56K | $563K | 0.8% | |
| Blackrock High Yield Bond Institutional 77812.94 shares | — | — | $78K | $552K | 0.8% | |
| Nuveen Real Estate Securities I 29628.96 shares | — | — | $30K | $443K | 0.6% | |
| American Funds 2020 Target Date Retirement - R 29900.04 shares | — | — | $30K | $401K | 0.6% | |
| American Funds 2015 Target Date Retirement - R 28760.74 shares | — | — | $29K | $351K | 0.5% | |
| American Funds 2060 Target Date Retirement - R 19446.49 shares | — | — | $19K | $346K | 0.5% | |
| JPMorgan Small Cap Growth R6 12296.34 shares | — | — | $12K | $274K | 0.4% | |
| American Funds 2010 Target Date Retirement - R 19909.08 shares | — | — | $20K | $231K | 0.3% | |
| Participant loans Interest at 4.25%-9.50% | — | — | — | $124K | 0.2% | |
| TIAA Traditional - Benefit-Responsive 2 | — | — | — | $8K | <0.1% |