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Original filing (PDF)20260113095801NAL0014057265001
KNOX COLLEGE
Form 5500
FILING_RECEIVED
KNOX COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 1.9 mo
Active participants
355
Accounts w/ balance
777
Plan assets (EOY)
$110.3M
Net assets (EOY)
$110.3M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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
92
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.9 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOX COLLEGE.
Plan sponsor
Name
KNOX COLLEGE
EIN
37-0673513
Address
2 E SOUTH STREET · K BOX 147 · GALESBURG, IL · 61401
Phone
(309) 341-7213
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
2026-01-13
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | ADVISOR | $26K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | ACCOUNTING | $11K | — |
Investments
39 direct securities · 1 pooled fund· $110.3M(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
$107.5M
39 holdings
Pooled Separate Account
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $23.4M | 21.2% | |
| College Retirement Equities Fund variable annuities CREF Stock R2 | — | — | — | $20.9M | 18.9% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 | — | — | — | $7.5M | 6.8% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | — | $5.8M | 5.2% | |
| College Retirement Equities Fund variable annuities CREF Growth R2 | — | — | — | $5.5M | 5.0% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 | — | — | — | $5.0M | 4.5% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 | — | — | — | $4.6M | 4.1% | |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 | — | — | — | $3.5M | 3.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $2.8M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 2.6% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 | — | — | — | $2.7M | 2.4% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | — | $2.5M | 2.3% | |
| College Retirement Equities Fund variable annuities CREF Money Market R2 | — | — | — | $2.3M | 2.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $2.1M | 1.9% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | — | $2.0M | 1.8% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 | — | — | — | $1.7M | 1.6% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 | — | — | — | $1.7M | 1.5% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R4 | — | — | — | $1.7M | 1.5% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 | — | — | — | $1.4M | 1.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 | — | — | — | $1.3M | 1.2% | |
| College Retirement Equities Fund variable annuities Nuveen Quant Small Cp Eq R6 | — | — | — | $1.2M | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 | — | — | — | $1.1M | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | — | $931K | 0.8% | |
| College Retirement Equities Fund variable annuities Parnassus Core Equity Inst | — | — | — | $888K | 0.8% | |
| College Retirement Equities Fund variable annuities American Fd New Perspective R6 | — | — | — | $779K | 0.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 | — | — | — | $728K | 0.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 | — | — | — | $641K | 0.6% | |
| College Retirement Equities Fund variable annuities Principal Real Estate Sec Inst | — | — | — | $509K | 0.5% | |
| College Retirement Equities Fund variable annuities Baird Aggregate Bond Inv | — | — | — | $453K | 0.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $377K | 0.3% | |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm | — | — | — | $318K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 | — | — | — | $313K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | — | $296K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 | — | — | — | $224K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 | — | — | — | $108K | <0.1% | |
| College Retirement Equities Fund variable annuities Vanguard Federal Money Mkt Inv | — | — | — | $98K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 | — | — | — | $97K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $93K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $26K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | — | $17K | <0.1% |
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