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Original filing (PDF)20250531110020NAL0008618177001
AUGUSTANA COLLEGE
Form 5500
FILING_RECEIVED
AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
680
Plan assets (EOY)
$89.1M
Net assets (EOY)
$89.1M
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 (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUGUSTANA COLLEGE.
Plan sponsor
Name
AUGUSTANA COLLEGE
EIN
36-2166962
Address
639 38TH STREET · ROCK ISLAND, IL · 612012210
Phone
(309) 794-7352
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-05-31
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | NEW YORK, NY | N/A | $39K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | PEORIA, IL | N/A | $14K | — |
| PLANPILOT, LLC | 45-4168388 | — | N/A | $13K | — |
Investments
1 pooled fund· $1.7M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.7M | 1.9% |
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