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Original filing (PDF)20260312095343NAL0006345473001
COLLEGE FOUNDATION, INC.
Form 5500
FILING_RECEIVED
COLLEGE FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
144
Accounts w/ balance
278
Plan assets (EOY)
$38.3M
Net assets (EOY)
$38.3M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLEGE FOUNDATION, INC..
Plan sponsor
Name
COLLEGE FOUNDATION, INC.
EIN
56-6046937
Address
2917 HIGHWOODS BLVD · RALEIGH, NC · 27604
Phone
(919) 834-2893
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLEGE FOUNDATION | 56-6046937 | — | PLAN ADMIN | $18K | — |
Investments
39 direct securities · 1 pooled fund· $37.9M(99% 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
$36.7M
39 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Variable Annuities CREF Stock R1 | — | — | — | $5.8M | 15.2% | |
| CREF Variable Annuities TIAA Traditional Non Benefit Responsive | — | — | — | $5.8M | 15.1% | |
| CREF Variable Annuities CREF Equity Index R1 | — | — | — | $3.4M | 9.0% | |
| CREF Variable Annuities CREF Global Equities R1 | — | — | — | $3.3M | 8.6% | |
| CREF Variable Annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.9M | 4.9% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2030 Retire | — | — | — | $1.9M | 4.9% | |
| CREF Variable Annuities CREF Growth R1 | — | — | — | $1.6M | 4.3% | |
| CREF Variable Annuities Nuveen Lifecycle 2035 Retire | — | — | — | $1.5M | 3.8% | |
| CREF Variable Annuities CREF Social Choice R1 | — | — | — | $1.4M | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 3.2% | |
| CREF Variable Annuities Eaton Vance Large Cap Value I | — | — | — | $1.0M | 2.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2040 Retire | — | — | — | $963K | 2.5% | |
| CREF Variable Annuities PGIM Jennison Growth Z | — | — | — | $860K | 2.2% | |
| CREF Variable Annuities Nuveen Lifecycle 2045 Retire | — | — | — | $740K | 1.9% | |
| CREF Variable Annuities Nuveen Lifecycle 2020 Retire | — | — | — | $634K | 1.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2025 Retire | — | — | — | $540K | 1.4% | |
| CREF Variable Annuities Nuveen Internal Equity Retire | — | — | — | $500K | 1.3% | |
| CREF Variable Annuities CREF Core Bond R1 | — | — | — | $496K | 1.3% | |
| CREF Variable Annuities Nuveen Emerg Mkts Eq Idx R6 | — | — | — | $466K | 1.2% | |
| CREF Variable Annuities AB Small Cap Growth Port I | — | — | — | $406K | 1.1% | |
| CREF Variable Annuities Janus Henderson Enterprise S | — | — | — | $396K | 1.0% | |
| CREF Variable Annuities Allspring Spec Small Cap Val Inst | — | — | — | $374K | 1.0% | |
| CREF Variable Annuities Vanguard Mid-Cap Value Idx Adm | — | — | — | $282K | 0.7% | |
| Fully Benefit Responsive Insurance Contract * CREF Variable Annuities TIAA Stable Value | — | — | — | $274K | 0.7% | |
| CREF Variable Annuities Nuveen Lifecycle 2050 Retire | — | — | — | $264K | 0.7% | |
| CREF Variable Annuities CREF Money Market R1 | — | — | — | $232K | 0.6% | |
| CREF Variable Annuities Lord Abbett Short Duration Income I | — | — | — | $228K | 0.6% | |
| CREF Variable Annuities Nuveen High Yield Retirement | — | — | — | $164K | 0.4% | |
| CREF Variable Annuities Nuveen Lifecycle 2055 Retire | — | — | — | $159K | 0.4% | |
| CREF Variable Annuities Invesco Developing Markets R6 | — | — | — | $156K | 0.4% | |
| Notes receivable from participants through 2029 $0 | — | — | — | $146K | 0.4% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $146K | 0.4% | |
| CREF Variable Annuities Guggenheim Total Ret Bd Instl | — | — | — | $141K | 0.4% | |
| CREF Variable Annuities Virtus KAR Intern Sml Mid Cp I | — | — | — | $139K | 0.4% | |
| CREF Variable Annuities Nuveen Lifecycle 2015 Retire | — | — | — | $116K | 0.3% | |
| CREF Variable Annuities Metropolitan West Total Return Bond I | — | — | — | $79K | 0.2% | |
| CREF Variable Annuities Plan Loan Default Fund | — | — | — | $61K | 0.2% | |
| CREF Variable Annuities Nuveen Lifecycle 2010 Retire | — | — | — | $42K | 0.1% | |
| CREF Variable Annuities PIMCO Commod RealRetStrat Inst | — | — | — | $15K | <0.1% | |
| CREF Variable Annuities Nuveen Lifecycle 2060 Retire | — | — | — | $8K | <0.1% |
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