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Original filing (PDF)20250717121817NAL0000124787001
NORTHWESTERN COLLEGE
Form 5500
FILING_RECEIVED
NORTHWESTERN COLLEGE 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
296
Accounts w/ balance
605
Plan assets (EOY)
$48.6M
Net assets (EOY)
$48.6M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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 NORTHWESTERN COLLEGE.
Plan sponsor
Name
NORTHWESTERN COLLEGE
EIN
42-0698196
Address
101 7TH STREET SW · ORANGE CITY, IA · 510411996
Phone
(712) 707-7224
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | LAWRENCE, KS | NONE | $62K | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $30K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $20K | — |
| COULTER & JUSTUS | 62-1532536 | KNOXVILLE, TN | NONE | $7K | — |
Investments
55 direct securities · 1 pooled fund· $48.6M(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
$47.9M
55 holdings
Pooled Separate Account
$682K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive (1) | — | — | — | $8.1M | 16.7% | |
| State Street State Street Equity 500 Indx K (1) | — | — | — | $5.9M | 12.1% | |
| TIAA Traditional Benefit Responsive 2 (1) | — | — | — | $5.3M | 11.0% | |
| CREF Stock R1 (1) | — | — | — | $5.2M | 10.8% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 (1) | — | — | — | $5.2M | 10.8% | |
| CREF Growth R1 (1) | — | — | — | $2.5M | 5.1% | |
| DFA LTIP Port Institutional (1) | — | — | — | $2.4M | 5.0% | |
| CREF Global Equities R1 (1) | — | — | — | $1.8M | 3.7% | |
| State Street State Street Sm Md Cp Eq Idx K (1) | — | — | — | $1.5M | 3.0% | |
| Schwab S&P 500 Index Fund (1) | — | — | — | $1.3M | 2.7% | |
| Vanguard Ttl Intl Bnd Idx Adm (1) | — | — | — | $1.3M | 2.7% | |
| CREF Equity Index R1 (1) | — | — | — | $1.1M | 2.3% | |
| CREF Social Choice R1 (1) | — | — | — | $879K | 1.8% | |
| State Street State Street Aggrgte Bnd Idx K (1) | — | — | — | $733K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREFF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $682K | 1.4% | |
| CREF Core Bond R1 (1) | — | — | — | $622K | 1.3% | |
| TIAA Traditional Benefit Responsive (1) | — | — | — | $347K | 0.7% | |
| Blackrock US Total Bond IX K (1) | — | — | — | $338K | 0.7% | |
| Vanguard Growth Index Adm (1) | — | — | — | $311K | 0.6% | |
| Vanguard Value Index Adm (1) | — | — | — | $282K | 0.6% | |
| TIAA Traditional Non Benefit Responsive 2 (1) | — | — | — | $230K | 0.5% | |
| TIAA Access Nuv LifCyc 2025 T4 (1) | — | — | — | $212K | 0.4% | |
| CREF Inflation-Linked Bond R1 (1) | — | — | — | $199K | 0.4% | |
| Vanguard Small-Cap Idx Adm (1) | — | — | — | $158K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 (1) | — | — | — | $143K | 0.3% | |
| Vanguard Extended Mkt Idx Adm (1) | — | — | — | $135K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T4 (1) | — | — | — | $131K | 0.3% | |
| TIAA Access Nuv LifCyc 2050 T4 (1) | — | — | — | $126K | 0.3% | |
| TIAA Access Nuv LifCyc 2045 T4 (1) | — | — | — | $117K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 (1) | — | — | — | $110K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 (1) | — | — | — | $106K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 (1) | — | — | — | $103K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T4 (1) | — | — | — | $86K | 0.2% | |
| Vanguard Ttl Intl Stk Idx Adm (1) | — | — | — | $79K | 0.2% | |
| TIAA Access Nuv LifCyc 2035 T4 (1) | — | — | — | $78K | 0.2% | |
| TIAA Access Nuv Sm Cap Bl Ix T4 (1) | — | — | — | $68K | 0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 (1) | — | — | — | $62K | 0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 (1) | — | — | — | $59K | 0.1% | |
| TIAA Access Nuv Mid Cap Val T4 (1) | — | — | — | $58K | 0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 (1) | — | — | — | $57K | 0.1% | |
| TIAA Access Nuv Core Equity T4 (1) | — | — | — | $54K | 0.1% | |
| CREF Money Market R1 (1) | — | — | — | $53K | 0.1% | |
| TIAA Stable Value (1) | — | — | — | $45K | <0.1% | |
| BNY Mellon, Fidelity, Oakmark, (1) ProFunds, Vanguard Self-directed brokerage accounts | — | — | — | $33K | <0.1% | |
| Vanguard Federal Money Mkt Inv (1) | — | — | — | $28K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 (1) 65 *TIAA TIAA Access Nuv LifCyc 2020 T4 (1) | — | — | — | $26K | <0.1% | |
| Vanguard FTSE Social Index Adm (1) | — | — | — | $26K | <0.1% | |
| Vanguard Short-Trm Bd Idx Adm (1) | — | — | — | $25K | <0.1% | |
| Vanguard Small-Cap Val Idx Adm (1) | — | — | — | $21K | <0.1% | |
| Vanguard Emr Mkts Stk Idx Adm (1) | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 (1) | — | — | — | $18K | <0.1% | |
| Vanguard Real Estate Idx Adm (1) | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 (1) | — | — | — | $16K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 (1) | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 (1) | — | — | — | $9K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm (1) | — | — | — | $4K | <0.1% |
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