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Original filing (PDF)20251013162246NAL0001704849001
MEREDITH COLLEGE
Form 5500
FILING_RECEIVED
MEREDITH COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
419
Accounts w/ balance
880
Plan assets (EOY)
$94.1M
Net assets (EOY)
$94.1M
How this plan invests
This plan
1 pooled trust
Schedule D
89 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEREDITH COLLEGE.
Plan sponsor
Name
MEREDITH COLLEGE
EIN
56-0530242
Address
3800 HILLSBOROUGH STREET · RALEIGH, NC · 276075298
Phone
(919) 760-8850
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $54K | — |
| VERITY ASSET MANAGEMENT | 56-1981693 | — | NONE | $9K | — |
Investments
87 direct securities · 1 pooled fund· $92.5M(98% 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
$90.1M
87 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF CREF Stock R2 | — | — | — | $15.2M | 16.1% | |
| TIAA-CREF Non-Benefit Responsive (TIAA Trad) | — | — | — | $13.1M | 13.9% | |
| TIAA-CREF Vanguard Large-Cap Index Adm | — | — | — | $5.7M | 6.0% | |
| TIAA-CREF CREF Growth R2 | — | — | — | $4.8M | 5.0% | |
| TIAA-CREF Nuveen Lifecycle 2040 R6 | — | — | — | $4.0M | 4.2% | |
| TIAA-CREF Nuveen Lifecycle 2030 R6 | — | — | — | $3.9M | 4.1% | |
| TIAA-CREF Nuveen Lifecycle 2045 R6 | — | — | — | $2.8M | 3.0% | |
| TIAA-CREF Nuveen Lifecycle 2035 R6 | — | — | — | $2.8M | 3.0% | |
| TIAA-CREF CREF Global Equities R2 | — | — | — | $2.4M | 2.6% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 2.5% | |
| TIAA-CREF CREF Equity Index R2 | — | — | — | $2.3M | 2.4% | |
| TIAA-CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $2.2M | 2.4% | |
| TIAA-CREF Nuveen Lifecycle 2020 R6 | — | — | — | $1.8M | 2.0% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.7M | 1.8% | |
| TIAA-CREF Nuveen Lifecycle 2025 R6 | — | — | — | $1.7M | 1.8% | |
| TIAA-CREF Vanguard Equity Income Adm | — | — | — | $1.7M | 1.8% | |
| TIAA-CREF Vanguard Devlopd Mkts Idx Adm | — | — | — | $1.6M | 1.7% | |
| TIAA-CREF CREF Social Choice R2 | — | — | — | $1.6M | 1.7% | |
| TIAA-CREF Nuveen Large Cap Resp Eq R6 | — | — | — | $1.3M | 1.4% | |
| TIAA-CREF Nuveen Lifecycle 2050 R6 | — | — | — | $1.2M | 1.3% | |
| TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $1.2M | 1.3% | |
| TIAA-CREF T. Rowe Price Large-Cap Gr I | — | — | — | $1.2M | 1.3% | |
| TIAA-CREF Vanguard Small-Cap Idx Adm | — | — | — | $1.0M | 1.1% | |
| TIAA-CREF CREF Core Bond R2 | — | — | — | $942K | 1.0% | |
| TIAA-CREF Nuveen Money Market R6 | — | — | — | $929K | 1.0% | |
| TIAA-CREF Vanguard Mid-Cap Idx Adm | — | — | — | $812K | 0.9% | |
| VALIC Benefit Responsive (Fixed Account Plus) | — | — | — | $734K | 0.8% | |
| TIAA-CREF CREF Inflation-Linked Bond R2 | — | — | — | $679K | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2055 R6 | — | — | — | $663K | 0.7% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $657K | 0.7% | |
| TIAA-CREF BlackRock Emerging Markets K | — | — | — | $624K | 0.7% | |
| TIAA-CREF Vanguard Small-Cap Val Idx Adm | — | — | — | $601K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle 2060 R6 | — | — | — | $600K | 0.6% | |
| TIAA-CREF Vanguard Short-Trm Bd Idx Adm | — | — | — | $587K | 0.6% | |
| TIAA-CREF Vanguard Small-Cap Grw Idx Adm | — | — | — | $572K | 0.6% | |
| TIAA-CREF Vanguard Infl Protect Sec Adm | — | — | — | $400K | 0.4% | |
| TIAA-CREF MFS Global Equity Class R6 | — | — | — | $390K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2015 R6 | — | — | — | $388K | 0.4% | |
| VALIC Systematic Growth Fund (formerly Blue chip growth fund | — | — | — | $337K | 0.4% | |
| TIAA-CREF Principal Real Estate Sec Inst | — | — | — | $312K | 0.3% | |
| TIAA-CREF American Cent MdCpVa Fd Cla R6 | — | — | — | $308K | 0.3% | |
| TIAA-CREF Janus Henderson Enterprise N | — | — | — | $292K | 0.3% | |
| TIAA-CREF MFS International Growth Cl R6 | — | — | — | $289K | 0.3% | |
| TIAA-CREF TCW Core Fixed Income Class I | — | — | — | $276K | 0.3% | |
| TIAA-CREF PIMCO Intl Bd USDolHed Inst | — | — | — | $266K | 0.3% | |
| VALIC Systemic Value | — | — | — | $262K | 0.3% | |
| TIAA-CREF Manning & Napier High Yield Z | — | — | — | $222K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2010 R6 | — | — | — | $212K | 0.2% | |
| VALIC Moderate Growth Lifestyle | — | — | — | $200K | 0.2% | |
| TIAA-CREF American Beacon Intrntl Eq R5 | — | — | — | $197K | 0.2% | |
| VALIC Aggressive Growth Lifestyle | — | — | — | $171K | 0.2% | |
| VALIC GS VIT GOV MONEY MKT FD INST | — | — | — | $163K | 0.2% | |
| VALIC Short Term Fixed Account | — | — | — | $152K | 0.2% | |
| Participant Loans to participants bearing interest rate ranges from 4.25% to 9.50% with maturity through September 2031 | — | — | — | $150K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2065 R6 | — | — | — | $141K | 0.1% | |
| VALIC Mid Cap Index Fund | — | — | — | $132K | 0.1% | |
| TIAA-CREF TIAA Stable Value | — | — | — | $118K | 0.1% | |
| TIAA-CREF Nuveen Core Impact Bond R6 | — | — | — | $118K | 0.1% | |
| VALIC International Growth Fund | — | — | — | $94K | <0.1% | |
| VALIC VC I CONSERV GROWTH LIFESTYLE | — | — | — | $88K | <0.1% | |
| VALIC Small Cap Index Fund | — | — | — | $77K | <0.1% | |
| VALIC International Value Fund | — | — | — | $69K | <0.1% | |
| VALIC Stock Index Fund | — | — | — | $65K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $62K | <0.1% | |
| VALIC Science & Technology Fund | — | — | — | $59K | <0.1% | |
| VALIC SYSTEMATIC CORE FUND | — | — | — | $53K | <0.1% | |
| VALIC Vanguard Long-term Treasury | — | — | — | $35K | <0.1% | |
| VALIC Global Real Estate Fund | — | — | — | $28K | <0.1% | |
| VALIC Mid Cap Value Fund | — | — | — | $26K | <0.1% | |
| VALIC Dividend Value 59 * VALIC Large Capital Growth | — | — | — | $25K | <0.1% | |
| VALIC International Equities Fund | — | — | — | $18K | <0.1% | |
| VALIC Vanguard Windsor II | — | — | — | $17K | <0.1% | |
| VALIC Fixed Interest Option (GFUA) | — | — | — | $15K | <0.1% | |
| VALIC Small Cap Value Fund | — | — | — | $11K | <0.1% | |
| VALIC Small Cap Special Value Fund | — | — | — | $10K | <0.1% | |
| VALIC Inflation Protected Fund 557 * VALIC Small Cap Growth Fund | — | — | — | $10K | <0.1% | |
| VALIC Emerging Economies | — | — | — | $9K | <0.1% | |
| TIAA-CREF PIMCO Commod RealRetStrat Inst | — | — | — | $8K | <0.1% | |
| VALIC Vanguard Wellington Fund, Inc | — | — | — | $7K | <0.1% | |
| VALIC Intl Opportunities | — | — | — | $6K | <0.1% | |
| VALIC Vanguard Lt Inv Grade Fund | — | — | — | $5K | <0.1% | |
| VALIC High Yield Bond Fund 581 * VALIC Socially Responsible Fund | — | — | — | $5K | <0.1% | |
| VALIC Core Bond Fund | — | — | — | $4K | <0.1% | |
| VALIC MID CAP STRATEGIC GWTH | — | — | — | $4K | <0.1% | |
| VALIC Intl Socially Responsible Fund | — | — | — | $2K | <0.1% | |
| VALIC Ariel Fund 727 * VALIC Invesco Bal Risk Commod Str R5 | — | — | — | $1K | <0.1% | |
| VALIC Global Strategy 191 * VALIC Ariel Appreciation Fund 383 * VALIC Nasdaq 100 R Index Fund | — | — | — | $1K | <0.1% | |
| VALIC VC I Capital Appreciation | — | — | — | $1K | <0.1% |
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