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Original filing (PDF)20251006235559NAL0007363008001
SAINT JOSEPH'S COLLEGE
Form 5500
FILING_RECEIVED
SAINT JOSEPHS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
34% in single holding
Active participants
8
Accounts w/ balance
348
Plan assets (EOY)
$30.1M
Net assets (EOY)
$30.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA TIAA Traditional Annuity Non Benefit-Responsive" is 34% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT JOSEPH'S COLLEGE.
Plan sponsor
Name
SAINT JOSEPH'S COLLEGE
EIN
35-0868152
Address
PO BOX 300 · RENSSELAER, IN · 47978
Phone
(219) 866-6000
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
2025-10-07
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $25 | — |
Investments
34 direct securities · 1 pooled fund· $30.1M(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
$29.1M
34 holdings
Pooled Separate Account
$950K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Non Benefit-Responsive | — | — | — | $10.3M | 34.2% | |
| CREF Stock Account | — | — | — | $6.8M | 22.6% | |
| CREF Growth Account | — | — | — | $3.0M | 9.9% | |
| CREF Equity Index Account | — | — | — | $2.1M | 6.9% | |
| CREF Global Equities Account | — | — | — | $1.8M | 6.1% | |
| Investment Contracts * TIAA Traditional Annuity Benefit-Responsive | — | — | — | $1.2M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $950K | 3.2% | |
| CREF Core Bond Account | — | — | — | $713K | 2.4% | |
| TIAA Access Lifecycle 2030 Account | — | — | — | $689K | 2.3% | |
| CREF Social Choice Account | — | — | — | $524K | 1.7% | |
| CREF Inflation-Linked Bond Account | — | — | — | $364K | 1.2% | |
| TIAA Access Large-Cap Value Account | — | — | — | $193K | 0.6% | |
| TIAA Access International Equity Account | — | — | — | $167K | 0.6% | |
| CREF Money Market Account | — | — | — | $155K | 0.5% | |
| TIAA Access Real Estate Securities Account | — | — | — | $115K | 0.4% | |
| TIAA Access Lifecycle 2065 Account ** 468 * TIAA Access Lifecycle Retirement | — | — | — | $112K | 0.4% | |
| TIAA Access Mid-Cap Value Account | — | — | — | $106K | 0.4% | |
| TIAA Access Lifecycle 2020 Account | — | — | — | $106K | 0.4% | |
| TIAA Access Small-Cap Blend Index Account | — | — | — | $104K | 0.3% | |
| TIAA Access Large-Cap Growth Account | — | — | — | $103K | 0.3% | |
| TIAA Access Large-Cap Responsible Equity Account | — | — | — | $75K | 0.3% | |
| TIAA Access Lifecycle 2025 Account | — | — | — | $62K | 0.2% | |
| TIAA Access Core Bond Plus | — | — | — | $57K | 0.2% | |
| TIAA Access Lifecycle 2050 Account | — | — | — | $56K | 0.2% | |
| TIAA Access Quant Small-Cap Equity Account | — | — | — | $55K | 0.2% | |
| TIAA Access Lifecycle 2060 Account | — | — | — | $49K | 0.2% | |
| TIAA Access Lifecycle 2040 Account | — | — | — | $34K | 0.1% | |
| TIAA Access Lifecycle 2045 Account | — | — | — | $24K | <0.1% | |
| TIAA Access Mid-Cap Growth Account | — | — | — | $24K | <0.1% | |
| TIAA Access Lifecycle 2035 Account | — | — | — | $19K | <0.1% | |
| Participants Notes receivable from participants with interest rates at 5.02-5.56% maturing through November 2028. | — | — | — | $18K | <0.1% | |
| TIAA Access Equity Index | — | — | — | $18K | <0.1% | |
| TIAA Access Core Equity Account | — | — | — | $16K | <0.1% | |
| TIAA Access Lifecycle 2055 Account | — | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle 2010 Account | — | — | — | $2K | <0.1% |
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