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Original filing (PDF)20251013082357NAL0000843649001
CENTRAL METHODIST UNIVERSITY
Form 5500
FILING_RECEIVED
CENTRAL METHODIST UNIVERSITY DC RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
351
Accounts w/ balance
633
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
1 pooled trust
Schedule D
74 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.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL METHODIST UNIVERSITY.
Plan sponsor
Name
CENTRAL METHODIST UNIVERSITY
EIN
43-0654854
Address
411 CENTRAL METHODIST SQUARE · FAYETTE, MO · 652481198
Phone
(660) 248-3391
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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILLIAMS-KEEPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PILOT, LLC | 45-4168388 | — | NONE | $14K | — |
| TIAA | 13-1624203 | — | NONE | $10K | — |
Investments
73 direct securities · 1 pooled fund· $42.7M(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
$40.8M
71 holdings
Pooled Separate Account
$1.3M
1 holding
Mutual Funds
$627K
1 holding
Insurance Contracts
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Account Non-Benefit Responsive | — | — | — | $5.1M | 11.9% | |
| TIAA-CREF CREF Stock Fund | — | — | — | $4.1M | 9.5% | |
| TIAA-CREF TIAA Traditional Account Non-Benefit Responsive 2 | — | — | — | $3.6M | 8.4% | |
| Vanguard 500 Index Fund | — | — | — | $2.3M | 5.4% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.9M | 4.5% | |
| American New Perspective Fund | — | — | — | $1.6M | 3.8% | |
| JP Morgan US Research Enhanced Equity Fund | — | — | — | $1.5M | 3.5% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $1.4M | 3.2% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $1.4M | 3.2% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.3M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 3.0% | |
| TIAA-CREF CREF Social Choice Fund | — | — | — | $1.2M | 2.8% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.2M | 2.8% | |
| Lazard International Strategic Equity Fund | — | — | — | $1.1M | 2.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $1.1M | 2.5% | |
| Baird Aggregate Bond Fund | — | — | — | $1.0M | 2.4% | |
| TIAA-CREF CREF Growth Fund | — | — | — | $886K | 2.1% | |
| Dodge & Cox Stock Fund | — | — | — | $855K | 2.0% | |
| TIAA-CREF CREF Global Equities Fund | — | — | — | $810K | 1.9% | |
| TIAA-CREF Money Market-Retirement Fund | — | — | — | $771K | 1.8% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $750K | 1.8% | |
| Alliance Bernstein Large Cap Growth Advisor Fund | Mutual Funds | — | — | $627K | 1.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $597K | 1.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $594K | 1.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $504K | 1.2% | |
| TIAA-CREF CREF Equity Index Fund | — | — | — | $455K | 1.1% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $426K | 1.0% | |
| TIAA-CREF CREF Core Bond Market Fund | — | — | — | $415K | 1.0% | |
| Participant loans Interest rates of 5.25% to 10.50% | — | — | — | $375K | 0.9% | |
| TIAA-CREF Real Estate Securities-Retirement Fund | — | — | — | $345K | 0.8% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $288K | 0.7% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | — | — | — | $259K | 0.6% | |
| TIAA-CREF TIAA Access International Equity Fund | — | — | — | $180K | 0.4% | |
| TIAA-CREF TIAA Access Lg-Cap Value Fund | — | — | — | $177K | 0.4% | |
| VALIC Fixed Account Plus Account | — | — | — | $160K | 0.4% | |
| Vanguard Short-Term Investment Grade Admiral Fund | — | — | — | $158K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $152K | 0.4% | |
| TIAA-CREF TIAA Access Small-Cap Equity Fund | — | — | — | $145K | 0.3% | |
| TIAA-CREF TIAA Access Core Equity Fund | — | — | — | $117K | 0.3% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $111K | 0.3% | |
| TIAA-CREF TIAA Access Real Estate Securities Fund | — | — | — | $109K | 0.3% | |
| TIAA-CREF CREF Money Market Fund | — | — | — | $102K | 0.2% | |
| Vanguard Core Bond Admiral Fund | — | — | — | $83K | 0.2% | |
| Vanguard International Value Fund | — | — | — | $82K | 0.2% | |
| Delaware Small Cap Core Fund | — | — | — | $79K | 0.2% | |
| Vanguard Interm-Term Investment Grade Admiral Fund | — | — | — | $73K | 0.2% | |
| TIAA-CREF TIAA Access Mid-Cap Value Fund | — | — | — | $68K | 0.2% | |
| TIAA-CREF TIAA Access Mid-Cap Growth Fund | — | — | — | $62K | 0.1% | |
| Vanguard Value Index Admiral Fund | — | — | — | $60K | 0.1% | |
| VALIC Windsor II Fund | — | — | — | $60K | 0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $55K | 0.1% | |
| Variable annuity contracts * VALIC Ariel Fund | — | — | — | $54K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2030 Fund | — | — | — | $52K | 0.1% | |
| Vanguard Total World Stock Index Admiral Fund | — | — | — | $51K | 0.1% | |
| VALIC Asset Allocation Fund | — | — | — | $50K | 0.1% | |
| TIAA-CREF TIAA Traditional Account Benefit Responsive 2 | — | — | — | $49K | 0.1% | |
| TIAA-CREF TIAA Access Small-Cap Blend Index Fund | — | — | — | $46K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2040 Fund | — | — | — | $46K | 0.1% | |
| s * TIAA-CREF TIAA Traditional Account Benefit Responsive | Insurance Contracts | — | — | $45K | 0.1% | |
| TIAA-CREF TIAA Access Equity Index Fund | — | — | — | $44K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2045 Fund | — | — | — | $43K | 0.1% | |
| VALIC Short Term Fixed Account | — | — | — | $38K | <0.1% | |
| VALIC International Value Fund | — | — | — | $35K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2025 Fund | — | — | — | $32K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Growth Fund | — | — | — | $29K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2020 Fund | — | — | — | $27K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2015 Fund | — | — | — | $17K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 Fund | — | — | — | $16K | <0.1% | |
| TIAA-CREF TIAA Access Core Bond Plus Fund | — | — | — | $15K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2035 Fund | — | — | — | $12K | <0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $9K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Responsible Equity Fund | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2010 Fund | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund 852 T. Rowe Price Retirement 2010 Fund | — | — | — | $2K | <0.1% |
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