Back to filter
Original filing (PDF)20250328115121NAL0001051073001
VIRGINIA TECH SERVICES, INC.
Form 5500
FILING_RECEIVED
VIRGINIA TECH SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
3
Accounts w/ balance
207
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA TECH SERVICES, INC..
Plan sponsor
Name
VIRGINIA TECH SERVICES, INC.
EIN
54-0836195
Address
801 UNIVERSITY CITY BLVD., SUITE 22 · BLACKSBURG, VA · 240602728
Phone
(540) 231-9810
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-28
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)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $100 | — |
Investments
33 direct securities · 1 pooled fund· $15.9M(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
$15.3M
33 holdings
Pooled Separate Account
$647K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Annuity | — | — | — | $3.6M | 22.6% | |
| CREF Stock Fund R1 | — | — | — | $3.2M | 20.1% | |
| CREF Global Equities Fund R1 | — | — | — | $1.5M | 9.5% | |
| CREF Growth Fund R1 | — | — | — | $1.4M | 8.7% | |
| CREF Money Market Fund R1 | — | — | — | $836K | 5.3% | |
| CREF Core Bond Fund R1 | — | — | — | $826K | 5.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $647K | 4.1% | |
| TIAA Traditional Benefit-Responsive Annuity | — | — | — | $509K | 3.2% | |
| CREF Equity Index Fund R1 | — | — | — | $436K | 2.7% | |
| TIAA Access Nuveen Large-Cap Value T4 | — | — | — | $374K | 2.4% | |
| CREF Inflation-Linked Bond Fund R1 | — | — | — | $370K | 2.3% | |
| TIAA Access Nuveen Small Cap Equity T4 | — | — | — | $315K | 2.0% | |
| TIAA Access Nuveen International Equity T4 | — | — | — | $306K | 1.9% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | — | — | — | $273K | 1.7% | |
| CREF Social Choice Fund R1 | — | — | — | $175K | 1.1% | |
| TIAA Access Nuveen Lifecycle 2020 T4 ** 67 * TIAA Access Nuveen Lifecycle 2030 T4 | — | — | — | $141K | 0.9% | |
| TIAA Access Nuveen Real Estate Securities Select T4 | — | — | — | $135K | 0.8% | |
| TIAA Access Nuveen Mid-Cap Value T4 | — | — | — | $118K | 0.7% | |
| TIAA Access Nuveen Lifecycle 2040 T4 | — | — | — | $112K | 0.7% | |
| TIAA Access Nuveen Large Cap Responsible Equity T4 | — | — | — | $109K | 0.7% | |
| TIAA Access Nuveen Small-Cap Blend Index T4 | — | — | — | $76K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | — | — | — | $67K | 0.4% | |
| TIAA Access Nuveen Core Equity T4 | — | — | — | $66K | 0.4% | |
| TIAA Access Nuveen Equity Index T4 | — | — | — | $52K | 0.3% | |
| TIAA Access Nuveen Inflation-Linked Bond T4 | — | — | — | $52K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2060 T4 ** 305 * TIAA Access Nuveen Core Bond T4 | — | — | — | $51K | 0.3% | |
| TIAA Access Nuveen Core Bond Plus T4 | — | — | — | $50K | 0.3% | |
| TIAA Access Nuveen Mid-Cap Growth T4 | — | — | — | $46K | 0.3% | |
| TIAA Access Nuveen Large-Cap Growth T4 | — | — | — | $24K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | — | — | — | $19K | 0.1% | |
| TIAA Access Nuveen Money Market T4 | — | — | — | $14K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income T4 | — | — | — | $10K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2055 T4 | — | — | — | $9K | <0.1% | |
| VOYA Annuity Contract ** 859 * Participant Loans Loan bearing interest at a rate of 9.50% | — | — | — | $6K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
931173
NBI, INC. PROFIT SHARING AND 401(K) PLAN
$15.9M · 107 participants
DISTRICT 1199C TRAINING & UPGRADING FUND
DISTRICT 1199C PHILA. HOSPITAL & HEALTH CARE-T/U FUND
$15.9M · 1,789 participants
HYDE SCHOOLS
HYDE SCHOOLS' EMPLOYEE RETIREMENT PLAN
$15.9M · 127 participants
THE ASPEN COUNTRY DAY SCHOOL
403(B) THRIFT PLAN FOR EMPLOYEES OF THE ASPEN COUNTRY DAY SCHOOL, INC.
$15.9M · 67 participants
CHRISTIAN ACADEMY SCHOOL SYSTEM
CHRISTIAN ACADEMY SCHOOL SYSTEM 403(B) PLAN
$15.9M · 796 participants
HARLEM VILLAGE ACADEMY CHARTER SCHOOL
HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN
$16.0M · 198 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B