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Original filing (PDF)20251015074904NAL0008566306001
BELOIT COLLEGE
Form 5500
FILING_RECEIVED
BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
230
Accounts w/ balance
719
Plan assets (EOY)
$60.5M
Net assets (EOY)
$60.5M
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)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Annuity" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELOIT COLLEGE.
Plan sponsor
Name
BELOIT COLLEGE
EIN
39-0808497
Address
700 COLLEGE STREET · BELOIT, WI · 535115509
Phone
(608) 363-2630
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
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $29K | — |
Investments
38 direct securities · 1 pooled fund· $60.5M(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
$59.8M
38 holdings
Pooled Separate Account
$725K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity | — | — | — | $17.7M | 29.3% | |
| CREF Stock Account | — | — | — | $9.5M | 15.7% | |
| Vanguard 500 Index Admiral | — | — | — | $5.0M | 8.3% | |
| CREF Growth Account | — | — | — | $3.0M | 5.0% | |
| CREF Equity Index Account | — | — | — | $2.3M | 3.8% | |
| American Funds 2040 Target Retirement | — | — | — | $2.2M | 3.6% | |
| Vanguard International Stock Index | — | — | — | $2.0M | 3.2% | |
| CREF Global Equities Account | — | — | — | $1.8M | 2.9% | |
| American Funds 2030 Target Retirement | — | — | — | $1.7M | 2.8% | |
| CREF Social Choice Account | — | — | — | $1.7M | 2.7% | |
| American Funds 2035 Target Retirement | — | — | — | $1.5M | 2.5% | |
| American Funds 2045 Target Retirement | — | — | — | $1.2M | 2.0% | |
| Vanguard Mid Cap Index | — | — | — | $1.1M | 1.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $1.0M | 1.7% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $989K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $725K | 1.2% | |
| American Funds 2050 Target Retirement | — | — | — | $633K | 1.0% | |
| Habor Capital Harbor Capital Appreciation Rt | — | — | — | $619K | 1.0% | |
| CREF Money Market Account | — | — | — | $556K | 0.9% | |
| CREF Bond Market Account | — | — | — | $554K | 0.9% | |
| Vanguard Total Bond Market Index | — | — | — | $543K | 0.9% | |
| American Funds EuroPacific Growth | — | — | — | $499K | 0.8% | |
| Vanguard Real Estate Idx Adm | — | — | — | $437K | 0.7% | |
| MFS Value | — | — | — | $372K | 0.6% | |
| American Funds 2025 Target Retirement | — | — | — | $348K | 0.6% | |
| American Funds 2055 Target Retirement | — | — | — | $336K | 0.6% | |
| Vanguard High Yield Corporate | — | — | — | $313K | 0.5% | |
| T Rowe Price US Small Cap Growth Equities | — | — | — | $293K | 0.5% | |
| Nuveen Core Impact Bond | — | — | — | $265K | 0.4% | |
| Invesco Developing Markets | — | — | — | $261K | 0.4% | |
| American Funds 2020 Target Retirement | — | — | — | $245K | 0.4% | |
| CREF Inflation-Linked Bond Account | — | — | — | $239K | 0.4% | |
| BlackRock Inflation Protected Bond | — | — | — | $236K | 0.4% | |
| American Funds 2060 Target Retirement | — | — | — | $137K | 0.2% | |
| Metropolitan West Total Retirement Bond | — | — | — | $122K | 0.2% | |
| Vanguard Treasury Money Market | — | — | — | $89K | 0.1% | |
| Delaware Small Cap Value | — | — | — | $82K | 0.1% | |
| American Funds 2015 Target Retirement | — | — | — | $30K | <0.1% | |
| American Funds 2065 Target Retirement | — | — | — | $13K | <0.1% |
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