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Original filing (PDF)20251006082927NAL0001925635001
NORTH CENTRAL COLLEGE
Form 5500
FILING_RECEIVED
NORTH CENTRAL COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
971
Accounts w/ balance
1,492
Plan assets (EOY)
$179.5M
Net assets (EOY)
$179.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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 (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH CENTRAL COLLEGE.
Plan sponsor
Name
NORTH CENTRAL COLLEGE
EIN
36-2169157
Address
30 NORTH BRAINARD STREET · NAPERVILLE, IL · 605404690
Phone
(630) 637-5756
Industry
Educational Servicessee all
Plan administrator
Name
NORTH CENTRAL COLLEGE
EIN
36-2169157
City
NAPERVILLE, IL
Phone
(630) 637-5756
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $45K | — |
| CROWE LLP | 35-0921680 | — | NONE | $18K | — |
| TIAA | 13-1624203 | — | NONE | $12K | — |
Investments
38 direct securities · 1 pooled fund· $179.5M(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
$173.2M
37 holdings
Pooled Separate Account
$5.5M
1 holding
Mutual Funds
$811K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account * TIAA-CREF TIAA Traditional Nonbenefit-Responsive | — | — | — | $32.2M | 17.9% | |
| Variable annuity accounts * TIAA-CREF CREF Stock Account | — | — | — | $23.7M | 13.2% | |
| Nuveen Lifecycle 2040 Fund | — | — | — | $8.9M | 4.9% | |
| TIAA-CREF CREF Global Equities | — | — | — | $8.6M | 4.8% | |
| TIAA-CREF CREF Growth | — | — | — | $8.3M | 4.6% | |
| Vanguard 500 Index Adm Fund | — | — | — | $8.0M | 4.5% | |
| TIAA Traditional Annuity Account * TIAA-CREF TIAA Traditional Benefit-Responsive | — | — | — | $7.8M | 4.3% | |
| Nuveen Lifecycle 2045 Fund | — | — | — | $6.9M | 3.8% | |
| Nuveen Lifecycle 2030 Fund | — | — | — | $5.8M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.5M | 3.0% | |
| TIAA-CREF CREF Social Choice | — | — | — | $5.2M | 2.9% | |
| Vanguard Equity Income Adm Fund | — | — | — | $4.9M | 2.8% | |
| Nuveen Lifecycle 2035 Fund | — | — | — | $4.8M | 2.7% | |
| T. Rowe Price Overseas Stock I Fund | — | — | — | $4.5M | 2.5% | |
| Nuveen Lifecycle 2050 Fund | — | — | — | $4.4M | 2.4% | |
| Vanguard Mid-Cap Index Adm Fund | — | — | — | $3.8M | 2.1% | |
| Nuveen Lifecycle 2025 Fund | — | — | — | $3.7M | 2.1% | |
| TIAA-CREF CREF Core Bond Market | — | — | — | $3.6M | 2.0% | |
| TIAA-CREF CREF Equity Index | — | — | — | $3.4M | 1.9% | |
| Nuveen Lifecycle 2055 Fund | — | — | — | $2.9M | 1.6% | |
| TIAA-CREF CREF Inflation-Linked Bond | — | — | — | $2.7M | 1.5% | |
| Franklin Templeton Small Cap Growth Fund Class R6 | — | — | — | $2.4M | 1.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $2.2M | 1.2% | |
| Vanguard Small-Cap Index Adm Fund | — | — | — | $2.1M | 1.2% | |
| Harbor Capital Appreciation Fund | — | — | — | $1.9M | 1.0% | |
| Nuveen Lifecycle 2020 Fund | — | — | — | $1.8M | 1.0% | |
| Vanguard Total International Stock Index Adm Fund | — | — | — | $1.5M | 0.9% | |
| TIAA Stable Value Account * TIAA-CREF TIAA Stable Value Contract | — | — | — | $1.2M | 0.7% | |
| Vanguard Total Bond Market Index Adm Fund | — | — | — | $1.2M | 0.6% | |
| Nuveen Lifecycle 2060 Fund | — | — | — | $1.1M | 0.6% | |
| Blackrock Total Return Fund Class K Shares | — | — | — | $1.1M | 0.6% | |
| Nuveen Lifecycle 2015 Fund | — | — | — | $861K | 0.5% | |
| Nuveen Lifecycle 2010 Fund | Mutual Funds | — | — | $811K | 0.5% | |
| TIAA-CREF CREF Money Market | — | — | — | $748K | 0.4% | |
| maturing through November 2029 -0- | — | — | — | $323K | 0.2% | |
| Nuveen Lifecycle Retirement Income Fund | — | — | — | $276K | 0.2% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $235K | 0.1% | |
| Nuveen Lifecycle 2065 Fund | — | — | — | $204K | 0.1% | |
| American Century Small Cap Value R6 Fund | — | — | — | $11K | <0.1% |