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Original filing (PDF)20250730135503NAL0002418611001
WABASH COLLEGE
Form 5500
FILING_RECEIVED
WABASH COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
541
Accounts w/ balance
847
Plan assets (EOY)
$119.2M
Net assets (EOY)
$119.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WABASH COLLEGE.
Plan sponsor
Name
WABASH COLLEGE
EIN
35-0868202
Address
301 W WABASH AVE · CRAWFORDSVILLE, IN · 479332417
Phone
(765) 361-6418
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
2025-07-30
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $64K | — |
| PLAN PILOT, LLC | 45-4168388 | — | NONE | $42K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $24K | — |
Investments
31 direct securities · 1 pooled fund· $119.2M(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
$114.9M
30 holdings
Pooled Separate Account
$3.5M
1 holding
Mutual Funds
$783K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account TIAA Traditional Nonbenefit Responsive Various | — | — | — | $20.3M | 17.0% | |
| CREF Variable Annuity Accounts *CREF Stock Account 17,848 units | — | — | $18K | $16.3M | 13.6% | |
| Vanguard Institutional Index Fund 28,702 shares | — | — | $29K | $13.7M | 11.5% | |
| CREF Global Equities Account 20,043 units | — | — | $20K | $6.9M | 5.8% | |
| TIAA Traditional Annuity Account TIAA Traditional Benefit Responsive Various | — | — | — | $5.6M | 4.7% | |
| American Funds New Perspective Fund 79,700 shares | — | — | $80K | $5.0M | 4.2% | |
| CREF Growth Account R2 7,767 units | — | — | $8K | $4.1M | 3.4% | |
| JPMorgan Disciplined Equity Selection Fund 93,650 shares | — | — | $94K | $4.1M | 3.4% | |
| CREF Social Choice Account 10,825 units | — | — | $11K | $4.0M | 3.3% | |
| American Funds American Balanced Fund 104,044 shares | — | — | $104K | $3.6M | 3.0% | |
| CREF Equity Index Account 6,943 units | — | — | $7K | $3.6M | 3.0% | |
| CREF Growth Account R4 6,600 units | — | — | $7K | $3.5M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $8K | $3.5M | 2.9% | |
| Vanguard Developed Markets Index 225,960 shares | — | — | $226K | $3.5M | 2.9% | |
| Dodge & Cox Stock Fund 13,182 shares | — | — | $13K | $3.4M | 2.8% | |
| Vanguard Small-Cap Index Fund 24,442 shares | — | — | $24K | $2.8M | 2.4% | |
| CREF Bond Market Account R2 17,228 units | — | — | $17K | $2.3M | 1.9% | |
| American Funds EuroPacific Growth Fund 36,980 shares | — | — | $37K | $2.0M | 1.7% | |
| CREF Bond Market Account R4 10,889 units | — | — | $11K | $1.5M | 1.2% | |
| CREF Inflation-Linked Bond Account 16,154 units | — | — | $16K | $1.4M | 1.1% | |
| Vanguard REIT Index Fund 10,376 shares | — | — | $10K | $1.3M | 1.1% | |
| CREF Money Market Account 43,257 units | — | — | $43K | $1.3M | 1.1% | |
| Vanguard Mid-Cap Index Fund 3,346 shares | — | — | $3K | $1.1M | 0.9% | |
| Vanguard Inflation Protected Securities Fund 42,826 shares | — | — | $43K | $964K | 0.8% | |
| ClearBridge Small Cap Growth Fund 19,736 shares | Mutual Funds | — | $20K | $783K | 0.7% | |
| Vanguard Emerging Markets Index 17,624 shares | — | — | $18K | $648K | 0.5% | |
| Vanguard Federal Money Market Investment 612,127 shares | — | — | $612K | $612K | 0.5% | |
| Prudential High Yield Fund 121,954 shares | — | — | $122K | $583K | 0.5% | |
| Delaware Small Cap Value Institutional Fund 5,050 shares | — | — | $5K | $353K | 0.3% | |
| Group Annuity Contract *TIAA Stable Value 2.85% | — | — | — | $336K | 0.3% | |
| Parnassus Core Equity Fund 4,478 shares | — | — | $4K | $267K | 0.2% | |
| through December 2033 | — | — | — | $111K | <0.1% |
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