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Original filing (PDF)20251014204033NAL0001807475001
CALVIN UNIVERSITY
Form 5500
FILING_RECEIVED
CALVIN UNIVERSITY 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,188
Accounts w/ balance
1,668
Plan assets (EOY)
$234.7M
Net assets (EOY)
$234.7M
How this plan invests
This plan
1 pooled trust
Schedule D
71 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 CALVIN UNIVERSITY.
Plan sponsor
Name
CALVIN UNIVERSITY
EIN
38-3071514
Address
3201 BURTON STREET, SE · GRAND RAPIDS, MI · 495464391
Phone
(616) 526-6495
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - CREF | 13-1624203 | — | NONE KNOWN | $144K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE KNOWN | $100K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $11K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE KNOWN | $420 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE KNOWN | $300 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE KNOWN | $96 | — |
Investments
70 direct securities · 1 pooled fund· $234.7M(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
$230.3M
70 holdings
Pooled Separate Account
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association TIAA Traditional Annuity | — | — | — | $55.1M | 23.5% | |
| College Retirement Equities Fund CREF Stock | — | — | — | $35.2M | 15.0% | |
| Teachers Insurance and Annuity Association - College Retirement Equities Fund Vanguard 500 Index Fund | — | — | — | $28.5M | 12.1% | |
| Vanguard International Growth | — | — | — | $20.3M | 8.7% | |
| Vanguard Small-Cap Index Fund | — | — | — | $12.4M | 5.3% | |
| CREF Social Choice | — | — | — | $10.6M | 4.5% | |
| CREF Growth | — | — | — | $9.9M | 4.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $7.0M | 3.0% | |
| CREF Global Equities | — | — | — | $6.4M | 2.7% | |
| JPMorgan Large Cap Growth | — | — | — | $6.2M | 2.6% | |
| Vanguard Equity Income Fund | — | — | — | $5.1M | 2.2% | |
| CREF Equity Index | — | — | — | $4.7M | 2.0% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.4M | 1.9% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $4.3M | 1.8% | |
| BlackRock Strategic Income Opportunities Portfolio | — | — | — | $4.1M | 1.7% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $3.6M | 1.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund (Admiral) | — | — | — | $3.5M | 1.5% | |
| CREF Money Market | — | — | — | $2.1M | 0.9% | |
| Vanguard Devloped Markets Index Fund | — | — | — | $1.9M | 0.8% | |
| CREF Core Bond | — | — | — | $1.8M | 0.8% | |
| TIAA Stable Value | — | — | — | $1.3M | 0.6% | |
| William Blair Emerging Market Growth | — | — | — | $1.0M | 0.4% | |
| Fidelity Management Trust Company Fidelity Contrafund | — | — | — | $710K | 0.3% | |
| LVIP Macquarie Social Awareness | — | — | — | $516K | 0.2% | |
| Nuveen Money Market Retirement | — | — | — | $406K | 0.2% | |
| CREF Inflation-Linked Bond | — | — | — | $400K | 0.2% | |
| Lincoln National Life Insurance Company Lincoln Fixed Account | — | — | — | $265K | 0.1% | |
| Fidelity Equity Dividend Income | — | — | — | $234K | <0.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $196K | <0.1% | |
| percent to 9.50 percent - | — | — | — | $172K | <0.1% | |
| Lincoln National Life Insurance Company American Funds Growth | — | — | — | $171K | <0.1% | |
| Vanguard Long-Term Treasury Fund * 111 Vanguard Mid-Cap Index Fund | — | — | — | $155K | <0.1% | |
| LVIP Dimension US Core Equity | — | — | — | $145K | <0.1% | |
| Newport Trust Company, LLC Vanguard 500 Index Fund (Admiral) | — | — | — | $113K | <0.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $111K | <0.1% | |
| LVIP Macquarie SMid Cap Value Fund | — | — | — | $106K | <0.1% | |
| Vanguard Windsor II Fund | — | — | — | $102K | <0.1% | |
| MFS Utilities | — | — | — | $90K | <0.1% | |
| Vanguard Health Care Fund | — | — | — | $89K | <0.1% | |
| Vanguard REIT Index Fund | — | — | — | $77K | <0.1% | |
| LVIP Macquarie Mid Cap Value Fund | — | — | — | $76K | <0.1% | |
| Fidelity Mid Cap Stock Fund | — | — | — | $74K | <0.1% | |
| LVIP Mondrian International Value | — | — | — | $73K | <0.1% | |
| Vanguard Windsor Fund | — | — | — | $72K | <0.1% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $67K | <0.1% | |
| LVIP SSGA S&P 500 Index | — | — | — | $55K | <0.1% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $54K | <0.1% | |
| LVIP SSGA Small-cap Index * 857 LVIP T. Rowe Price Structure Mid Cap | — | — | — | $54K | <0.1% | |
| Vanguard PRIMECAP Fund | — | — | — | $54K | <0.1% | |
| American Funds International | — | — | — | $53K | <0.1% | |
| LVIP Macquarie Value Series | — | — | — | $51K | <0.1% | |
| LVIP Macquarie Wealth Builder | — | — | — | $45K | <0.1% | |
| LVIP BlackRock Equity Divd | — | — | — | $44K | <0.1% | |
| LVIP JPMorgan Retirement Income Fund | — | — | — | $39K | <0.1% | |
| Vanguard Explorer Fund | — | — | — | $35K | <0.1% | |
| Vanguard Wellesley Income Fund | — | — | — | $34K | <0.1% | |
| Fidelity Pacific Basin Fund | — | — | — | $31K | <0.1% | |
| LVIP Baron Growth Opportunities | — | — | — | $31K | <0.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $30K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $28K | <0.1% | |
| MACQUARIE SMALL CAP VALUE | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $23K | <0.1% | |
| American Funds Growth-Income | — | — | — | $22K | <0.1% | |
| Vanguard International Growth Fund | — | — | — | $21K | <0.1% | |
| LVIP Macquarie Diversified Income | — | — | — | $18K | <0.1% | |
| Vanguard Global Capital Cycles | — | — | — | $15K | <0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $15K | <0.1% | |
| Vanguard Energy Fund | — | — | — | $8K | <0.1% | |
| Vanguard Long-Term Treasury (Admiral) | — | — | — | $6K | <0.1% | |
| LVIP SSGA Emerging Markets 100 | — | — | — | $4K | <0.1% | |
| BlackRock Global Allocation * 610 Fidelity VIP Contrafund | — | — | — | $2K | <0.1% |
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