Original filing (PDF)20251003102044NAL0000784451001

MCPHERSON COLLEGE

Name: MCPHERSON COLLEGE — MCPHERSON COLLEGE 403(B) PLAN, Form 5500 (2024)
Creator: MCPHERSON COLLEGE

Form 5500

FILING_RECEIVED

MCPHERSON COLLEGE 403(B) PLAN

403(b) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

182

Accounts w/ balance

331

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
36 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCPHERSON COLLEGE.

Plan sponsor

Name

MCPHERSON COLLEGE

EIN

48-0543736

Address

1600 E. EUCLID ST. · MCPHERSON, KS · 674603899

Phone

(620) 242-0454

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

2025-10-03

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

SWINDOLL, JANZEN, HAWK & LOYD, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARINER WEALTH ADVISORS, LLC	20-4553256	OVERLAND PARK, KS	ADVISOR	$30K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$53K	—

Investments

1 pooled fund· $175K(1% 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.