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Original filing (PDF)20250919192520NAL0002791553001
WASHINGTON COLLEGE
Form 5500
FILING_RECEIVED
WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
519
Accounts w/ balance
1,141
Plan assets (EOY)
$103.7M
Net assets (EOY)
$103.7M
How this plan invests
This plan
1 pooled trust
Schedule D
70 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON COLLEGE.
Plan sponsor
Name
WASHINGTON COLLEGE
EIN
52-0591691
Address
300 WASHINGTON AVENUE · CHESTERTOWN, MD · 21620
Phone
(410) 778-2800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
469
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | INDEPENDENCE, OH | INVESTMENT ADVISORS | $14K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | 41-0746749 | BELTSVILLE, MD | ACCOUNTING | $19K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | TIMONIUM, MD | ACCOUNTING | $16K | — |
Investments
69 direct securities · 1 pooled fund· $103.7M(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
$101.2M
69 holdings
Pooled Separate Account
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity - Non-Benefit Responsive | — | — | — | $20.2M | 19.5% | |
| CREF Stock R2 | — | — | — | $9.7M | 9.3% | |
| Vanguard 500 Idx Adm | — | — | — | $5.7M | 5.5% | |
| American Fds 2045 Tar Ret R6 | — | — | — | $4.0M | 3.9% | |
| CREF Growth R2 | — | — | — | $3.7M | 3.5% | |
| CREF Global Equities R2 | — | — | — | $3.6M | 3.5% | |
| CREF Social Choice R2 | — | — | — | $3.6M | 3.5% | |
| American Fds 2030 Tar Ret R6 | — | — | — | $3.2M | 3.1% | |
| CREF Equity Index R2 | — | — | — | $3.1M | 3.0% | |
| American Fds 2050 Tar Ret R6 | — | — | — | $2.8M | 2.7% | |
| American Fds 2040 Tar Ret R6 | — | — | — | $2.7M | 2.6% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.6M | 2.5% | |
| TIAA Access Nuv Intl Eq Idx T3 | — | — | — | $2.5M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 2.4% | |
| American Fds 2035 Tar Ret R6 | — | — | — | $2.2M | 2.1% | |
| TIAA Access Nuv Lg Cp Vl Ix T3 | — | — | — | $2.1M | 2.0% | |
| Vanguard Devlopd Mkts Idx Adm | — | — | — | $1.9M | 1.8% | |
| American Fds 2055 Tar Ret R6 | — | — | — | $1.3M | 1.2% | |
| American Cent MdCpVa Fd Cla R6 | — | — | — | $1.2M | 1.1% | |
| CREF Core Bond R2 | — | — | — | $1.1M | 1.1% | |
| American EuroPac Growth R6 | — | — | — | $1.0M | 1.0% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $992K | 1.0% | |
| TIAA Access Nuv LifCyc 2045 T3 | — | — | — | $893K | 0.9% | |
| American Washington Mut Inv R6 | — | — | — | $873K | 0.8% | |
| TIAA Access Nuv LifCyc 2035 T3 | — | — | — | $850K | 0.8% | |
| TIAA Access Nuv Lg Cp Gr Ix T3 | — | — | — | $832K | 0.8% | |
| TIAA Access Nuv Sm Cp Bl Ix T3 | — | — | — | $831K | 0.8% | |
| TIAA Access Nuv LifCyc 2040 T3 | — | — | — | $816K | 0.8% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $810K | 0.8% | |
| American Fds 2025 Tar Ret R6 | — | — | — | $757K | 0.7% | |
| TIAA Access Nuv Qt Sm Cp Eq T3 | — | — | — | $737K | 0.7% | |
| TIAA Access Nuv Lrg Cap Val T3 | — | — | — | $729K | 0.7% | |
| American Fds 2060 Tar Ret R6 | — | — | — | $721K | 0.7% | |
| Cohen & Steers Real Est Sec Z | — | — | — | $720K | 0.7% | |
| American Fds 2020 Tar Ret R6 | — | — | — | $704K | 0.7% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $686K | 0.7% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $682K | 0.7% | |
| TIAA Access Nuv RlEstSecSel T3 | — | — | — | $663K | 0.6% | |
| TIAA Access Nuv LifCyc 2050 T3 | — | — | — | $616K | 0.6% | |
| TIAA Access Nuv LgCp Res Eq T3 | — | — | — | $581K | 0.6% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $540K | 0.5% | |
| American Fds 2010 Tar Ret R6 | — | — | — | $527K | 0.5% | |
| TIAA Access WstAst Cr Pl Bd T3 | — | — | — | $524K | 0.5% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $499K | 0.5% | |
| TIAA Access Nuv Intl Equity T3 | — | — | — | $496K | 0.5% | |
| CREF Money Market R2 | — | — | — | $476K | 0.5% | |
| Metropolitan W Tot Ret Bd Pln | — | — | — | $467K | 0.5% | |
| TIAA Access Nuv Core Equity T3 | — | — | — | $443K | 0.4% | |
| TIAA Access Nuv Mid Cap Val T3 | — | — | — | $432K | 0.4% | |
| Amer Century Infl-Adj Bond R5 | — | — | — | $427K | 0.4% | |
| TIAA Access Nuv S&P 500 Idx T3 | — | — | — | $403K | 0.4% | |
| American Funds New World R6 | — | — | — | $340K | 0.3% | |
| TIAA Access Nuv High Yield T3 | — | — | — | $334K | 0.3% | |
| TIAA Access Nuv LifCyc 2030 T3 | — | — | — | $324K | 0.3% | |
| TIAA Access TRP Inst LgCpGr T3 | — | — | — | $286K | 0.3% | |
| Vanguard Explorer Adm | — | — | — | $267K | 0.3% | |
| Notes Receivable from Participants | — | — | — | $257K | 0.2% | |
| JPMorgan Mid Cap Gro Fd Cl R6 | — | — | — | $252K | 0.2% | |
| TIAA Traditional Annuity - Benefit Responsive | — | — | — | $222K | 0.2% | |
| American Fds 2015 Tar Ret R6 | — | — | — | $212K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T3 | — | — | — | $165K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T3 | — | — | — | $141K | 0.1% | |
| TIAA Access Nuv Lrg Cap Gr T3 | — | — | — | $104K | 0.1% | |
| TIAA Access Nuv LifCyc 2015 T3 | — | — | — | $87K | <0.1% | |
| DFA US Targeted Val Port Inst | — | — | — | $68K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T3 | — | — | — | $64K | <0.1% | |
| Nuveen Money Market Retirement | — | — | — | $51K | <0.1% | |
| TIAA Access Nuv LifCyc 2020 T3 | — | — | — | $43K | <0.1% | |
| TIAA Access Nuv Equity Idx T3 | — | — | — | $41K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T3 | — | — | — | $11K | <0.1% |