How big is Claflin University's plan?

Claflin University's plan reported $32.9M in assets and 261 participants for 2024.

Original filing (PDF)20251014091037NAL0005215170001

Claflin University

Name: Claflin University — Claflin University DC, Form 5500 (2024)
Creator: Claflin University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Claflin University DC Retirement Plan

403(b) retirement plan · Claflin University's Claflin University DC Retirement Plan held $32.9M in plan assets for 261 participants in 2024, with TIAA as recordkeeper.

Signals · 1

27% in single holding

Active participants

261

Accounts w/ balance

392

Plan assets (EOY)

$32.9M

Net assets (EOY)

$32.9M

People on this filing

Mary A. Oakman signed Claflin University's 2024 Form 5500 as plan administrator.

Mary A. Oakman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Claflin University's EIN is 57-0314374.

EIN 57-0314374

Plan number 001

Plan year 2024

ACK ID 20251014091037NAL0005215170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Claflin University from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Claflin University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAFLIN UNIVERSITY.

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How this plan invests

This plan

1 pooled trust

Schedule D

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

CLAFLIN UNIVERSITY

EIN

all filings

Address

400 MAGNOLIA STREET · ORANGEBURG, SC · 29115

Phone

(803) 535-5134

Industry

Educational Services

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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$9K	—

Investments

59 direct securities · 1 pooled fund· $32.6M(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.

Mutual Funds

$27.3M

41 holdings

Common Collective Trusts

$3.4M

9 holdings

Pooled Separate Account

$999K

1 holding

Other securities

$954K

9 holdings

					% of plan
TIAA Traditional Non-Fully Benefit-Responsive	Mutual Funds	—	—	$8.7M	26.3%
CREF Stock R1	Mutual Funds	—	—	$5.0M	15.2%
CREF Growth R1	Mutual Funds	—	—	$2.2M	6.6%
CREF Global Equities R1	Mutual Funds	—	—	$1.7M	5.3%
Vanguard 500 Idx Adm	Common Collective Trusts	—	—	$1.1M	3.4%
BlackRock iShares S&P 500 Index Fund K	Common Collective Trusts	—	—	$1.1M	3.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$999K	3.0%
TIAA Access T-C LifCyc 2035 T3	Mutual Funds	—	—	$972K	3.0%
CREF Core Bond R1	Mutual Funds	—	—	$797K	2.4%
TIAA Access T-C LifCyc 2030 T3	Mutual Funds	—	—	$716K	2.2%
TIAA Access T-C LifCyc 2045 T3	Mutual Funds	—	—	$652K	2.0%
TIAA Access T-C Intl Equity T3	Mutual Funds	—	—	$588K	1.8%
TIAA Traditional Benefit Responsive 2	Mutual Funds	—	—	$575K	1.8%
CREF Money Market R1	Mutual Funds	—	—	$493K	1.5%
TIAA Access T-C LifCyc 2040 T3	Mutual Funds	—	—	$480K	1.5%
CREF Equity Index R1	Common Collective Trusts	—	—	$465K	1.4%
TIAA Access T-C LifCyc 2020 T3	Mutual Funds	—	—	$432K	1.3%
TIAA Access T-C Lrg Cap Val T3	Mutual Funds	—	—	$400K	1.2%
CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$393K	1.2%
TIAA Access T-C Lrg Cap Gr T3	Mutual Funds	—	—	$345K	1.0%
TIAA Access T-C LifCyc 2050 T3	Mutual Funds	—	—	$313K	1.0%
CREF Social Choice R1	Mutual Funds	—	—	$285K	0.9%
BlackRock iShares Russell Mid Cap Idx K	Common Collective Trusts	—	—	$279K	0.8%
TIAA Access T-C Rl Est Sec T3	Mutual Funds	—	—	$246K	0.7%
TIAA Access T-C LifCyc 2025 T3	Mutual Funds	—	—	$246K	0.7%
TIAA Access Nuv Core Equity T3	Mutual Funds	—	—	$235K	0.7%
TIAA Access T-C Equity Idx T3	Common Collective Trusts	—	—	$215K	0.7%
TIAA Access T-C Mid Cap Val T3	Mutual Funds	—	—	$214K	0.7%
TIAA Access T-C Sm Cp Bl Ix T3	Mutual Funds	—	—	$197K	0.6%
TIAA Access T-C Sml Cap Eq T3	Mutual Funds	—	—	$176K	0.5%
MFS International Equity Fd R6	Mutual Funds	—	—	$171K	0.5%
BlackRock iShares Rus 2000 Sml Cap Idx K	Common Collective Trusts	—	—	$171K	0.5%
BlackRock Emerging Markets K	Other securities	—	—	$154K	0.5%
RBC BlueBay High Yield Bond I	Other securities	—	—	$152K	0.5%
TIAA Access Nuv LgCp Res Eq T3	Mutual Funds	—	—	$136K	0.4%
Baird Core Plus Bond Fund Inst	Other securities	—	—	$135K	0.4%
AllianceBernstein AB Income Fund - Class Z	Other securities	—	—	$135K	0.4%
Baird Short Term Bond Fd Inst	Other securities	—	—	$134K	0.4%
TIAA Access T-C Mid Cap Grw T3	Mutual Funds	—	—	$113K	0.3%
TIAA Access T-C LifCyc 2055 T3	Mutual Funds	—	—	$112K	0.3%
TIAA Traditional Non-Fully Benefit-Responsive 2	Mutual Funds	—	—	$103K	0.3%
TIAA Access T-C LifCyc 2010 T3	Mutual Funds	—	—	$102K	0.3%
JPMorgan Large Cap Growth R6	Other securities	—	—	$90K	0.3%
FED International FEDInternationalStratValDivR6	Other securities	—	—	$86K	0.3%
American Funds American Funds Infl Link Bd R6	Mutual Funds	—	—	$76K	0.2%
Nueberger Neuberger Berman Intl Equi R6	Other securities	—	—	$66K	0.2%
TIAA Access T-C Bond Plus T3	Mutual Funds	—	—	$44K	0.1%
TIAA Access T-C LifCyc 2015 T3	Mutual Funds	—	—	$24K	<0.1%
Nuveen Money Market R6	Mutual Funds	—	—	$20K	<0.1%
CREF Social Choice R3	Mutual Funds	—	—	$12K	<0.1%