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Original filing (PDF)20250730154309NAL0002053043001
WHEATON COLLEGE
Form 5500
FILING_RECEIVED
WHEATON COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,354
Accounts w/ balance
1,437
Plan assets (EOY)
$238.7M
Net assets (EOY)
$238.7M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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 WHEATON COLLEGE.
Plan sponsor
Name
WHEATON COLLEGE
EIN
36-2182171
Address
501 COLLEGE AVENUE · WHEATON, IL · 601875593
Phone
(630) 752-5375
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $110K | — |
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — | NONE | $54K | — |
| SIKICH LLP | 36-3168081 | — | NONE | $21K | — |
| PRAIRIE INVESTMENT ADVISORS | 47-1967366 | — | NONE | $15K | — |
Investments
37 direct securities · 1 pooled fund· $238.7M(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
$219.7M
35 holdings
Mutual Funds
$13.2M
2 holdings
Pooled Separate Account
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-Fully Benefit-Responsive Investment Contract * TIAA Traditional Annuity Non Benefit-Responsive | — | — | — | $46.2M | 19.3% | |
| CREF Stock R2 | — | — | — | $32.6M | 13.6% | |
| Vanguard Inst Idx Inst | — | — | — | $19.3M | 8.1% | |
| CREF Growth R2 | — | — | — | $11.5M | 4.8% | |
| s (Continued) Vanguard Target Retire 2045 | Mutual Funds | — | — | $9.1M | 3.8% | |
| Vanguard Target Retire 2030 | — | — | — | $8.0M | 3.3% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $7.1M | 3.0% | |
| CREF Social Choice R2 | — | — | — | $6.9M | 2.9% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $6.5M | 2.7% | |
| Vanguard Target Retire 2035 | — | — | — | $6.3M | 2.6% | |
| Vanguard Target Retire 2040 | — | — | — | $6.2M | 2.6% | |
| Fully Benefit-Responsive Investment Contracts * TIAA Traditional Annuity Benefit-Responsive 1 | — | — | — | $5.9M | 2.5% | |
| Vanguard Target Retire 2050 | — | — | — | $5.8M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.8M | 2.4% | |
| Dodge & Cox Dodge & Cox Stock Fund - Class X | — | — | — | $5.5M | 2.3% | |
| Vanguard Target Retire 2025 | — | — | — | $4.9M | 2.1% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $4.9M | 2.0% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $4.8M | 2.0% | |
| CREF Global Equities R2 | — | — | — | $4.2M | 1.7% | |
| American Funds American EuroPac Growth R6 Fund | Mutual Funds | — | — | $4.1M | 1.7% | |
| Dodge & Cox Dodge & Cox Income Fund - Class X | — | — | — | $4.1M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $3.7M | 1.6% | |
| Dodge & Cox Dodge & Cox Balanced - Class X | — | — | — | $3.7M | 1.5% | |
| T. Rowe Price T Rowe Blue Chip Growth Fund | — | — | — | $3.1M | 1.3% | |
| CREF Equity Index R2 | — | — | — | $3.1M | 1.3% | |
| Vanguard Target Retire 2020 | — | — | — | $3.0M | 1.2% | |
| Registered Investment Companies CREF Accounts * CREF Core Bond Market R2 | — | — | — | $2.0M | 0.8% | |
| Cohen & Steers Cohen&Steers Inst Realty Shar | — | — | — | $1.8M | 0.7% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $1.8M | 0.7% | |
| Vanguard Target Retire 2055 | — | — | — | $1.8M | 0.7% | |
| Vanguard Target Ret Income Inv | — | — | — | $1.4M | 0.6% | |
| CREF Money Market R2 | — | — | — | $971K | 0.4% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $877K | 0.4% | |
| Vanguard Target Retire 2065 | — | — | — | $735K | 0.3% | |
| Vanguard Target Retire 2060 | — | — | — | $635K | 0.3% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $481K | 0.2% | |
| Vanguard Target Retire 2070 | — | — | — | $161K | <0.1% | |
| TIAA Traditional Annuity Benefit-Responsive 2 | — | — | — | $72K | <0.1% |
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