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Original filing (PDF)20251015114725NAL0002240179001
SALEM ACADEMY AND COLLEGE
Form 5500
FILING_RECEIVED
SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
67
Accounts w/ balance
320
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SALEM ACADEMY AND COLLEGE.
Plan sponsor
Name
SALEM ACADEMY AND COLLEGE
EIN
56-0530005
Address
601 S CHURCH STREET · WINSTON-SALEM, NC · 27101
Phone
(336) 917-5472
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
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC. | 54-2020086 | — | ADVISOR PLAN | $13K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | ADVISOR | $11K | — |
Investments
29 direct securities · 1 pooled fund· $33.8M(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
$33.5M
29 holdings
Pooled Separate Account
$323K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Annuity | — | — | — | $7.2M | 29.9% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $7.0M | 29.0% | |
| CREF Stock Fund R1 | — | — | — | $4.8M | 19.7% | |
| CREF Growth Fund R1 | — | — | — | $1.2M | 5.1% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Stk Mkt Idx Adm | — | — | — | $1.2M | 4.9% | |
| Vanguard Total Stock Market Index Fud Admiral | — | — | — | $1.2M | 4.9% | |
| CREF Global Equities Fund R1 | — | — | — | $1.1M | 4.7% | |
| CREF Equity Index Fund R1 | — | — | — | $1.1M | 4.5% | |
| Vanguard Equity Income Fund Admiral | — | — | — | $1.1M | 4.4% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $922K | 3.8% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $922K | 3.8% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm | — | — | — | $733K | 3.0% | |
| CREF Social Choice Fund R1 | — | — | — | $659K | 2.7% | |
| College Retirement Equities Fund variable annuities Metropolitan West TotRet Bnd I | — | — | — | $582K | 2.4% | |
| TIAA Traditional Benefit-Responsive Annuity | — | — | — | $545K | 2.2% | |
| American EuroPacific Growth Fund R6 | — | — | — | $473K | 2.0% | |
| CREF Core Bond Fund R1 | — | — | — | $351K | 1.4% | |
| MFS Growth Fund Class R6 | — | — | — | $331K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $323K | 1.3% | |
| CREF Money Market Fund R1 | — | — | — | $276K | 1.1% | |
| American Century Mid-Cap Value Fund Class R6 | — | — | — | $268K | 1.1% | |
| College Retirement Equities Fund variable annuities American Cent MdCpVa Fd Cla R6 | — | — | — | $268K | 1.1% | |
| Vanguard Real Estate Index Admiral | — | — | — | $266K | 1.1% | |
| Wasatch Core Growth Fund Institutional | — | — | — | $249K | 1.0% | |
| JP Morgan Mid Cap Growth Fund Class R6 | — | — | — | $208K | 0.9% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $206K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | — | $165K | 0.7% | |
| Pimco RAE US Small Institutional Fund | — | — | — | $114K | 0.5% | |
| Nuveen Money Market R6 | — | — | — | $18K | <0.1% | |
| Parnassus Core Equity Fund Institutional | — | — | — | $12K | <0.1% |