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Original filing (PDF)20251015155121NAL0010148066001
BETHANY COLLEGE
Form 5500
FILING_RECEIVED
BETHANY COLLEGE 403(B) DC PLAN
403(b) retirement plan
Signals · 2
Late filing · 3.0 moNo recordkeeper disclosed
Active participants
126
Accounts w/ balance
303
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
88
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETHANY COLLEGE.
Plan sponsor
Name
BETHANY COLLEGE
EIN
55-0356985
Address
31 E CAMPUS DR · BETHANY, WV · 260323002
Phone
(304) 829-7033
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BRADY WARE SCHOENFELD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | 0 | $10K | — |
Investments
1 pooled fund· $1.0M(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.0M | 3.1% |
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