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Original filing (PDF)20251014090137NAL0001146979001
CLAFLIN UNIVERSITY
Form 5500
FILING_RECEIVED
CLAFLIN UNIVERSITY 403(B) TDA PLAN
403(b) retirement plan
Active participants
66
Accounts w/ balance
108
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
46 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 (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAFLIN UNIVERSITY.
Plan sponsor
Name
CLAFLIN UNIVERSITY
EIN
57-0314374
Address
400 MAGNOLIA STREET · ORANGEBURG, SC · 29115
Phone
(803) 535-5134
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $2K | — |
Investments
45 direct securities · 1 pooled fund· $6.9M(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
$6.7M
45 holdings
Pooled Separate Account
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Benefit-Responsive | — | — | — | $1.5M | 21.7% | |
| CREF Growth R1 | — | — | — | $894K | 12.9% | |
| CREF Stock R1 | — | — | — | $883K | 12.7% | |
| CREF Equity Index R1 | — | — | — | $578K | 8.3% | |
| CREF Global Equities R1 | — | — | — | $486K | 7.0% | |
| TIAA Access T-C LifCyc 2015 T3 | — | — | — | $322K | 4.6% | |
| BlackRock iShares S&P 500 Index Fund K | — | — | — | $318K | 4.6% | |
| TIAA Traditional Benefit-Responsive 2 | — | — | — | $258K | 3.7% | |
| TIAA Traditional Non-Fully Benefit-Responsive | — | — | — | $203K | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $173K | 2.5% | |
| CREF Core Bond R1 | — | — | — | $141K | 2.0% | |
| CREF Money Market R1 | — | — | — | $99K | 1.4% | |
| TIAA Access T-C LifCyc 2035 T3 | — | — | — | $71K | 1.0% | |
| TIAA Access T-C LifCyc 2030 T3 | — | — | — | $70K | 1.0% | |
| CREF Inflation - Linked Bond R1 | — | — | — | $67K | 1.0% | |
| TIAA Access T-C Intl Equity T3 | — | — | — | $54K | 0.8% | |
| BlackRock iShares Russell Mid Cap Idx K | — | — | — | $52K | 0.8% | |
| TIAA Access T-C LifCyc 2040 T3 | — | — | — | $49K | 0.7% | |
| RBC BlueBay High Yield Bond I | — | — | — | $42K | 0.6% | |
| TIAA Access T-C Rl Est Sec T3 | — | — | — | $39K | 0.6% | |
| MFS International Equity Fd R6 | — | — | — | $38K | 0.5% | |
| Baird Short Term Bond Fd Inst | — | — | — | $37K | 0.5% | |
| TIAA Access T-C LifCyc 2025 T3 | — | — | — | $36K | 0.5% | |
| TIAA Access T-C Mid Cap Grw T3 | — | — | — | $34K | 0.5% | |
| TIAA Access T-C Sml Cap Eq T3 | — | — | — | $32K | 0.5% | |
| TIAA Access T-C Lrg Cap Val T3 | — | — | — | $32K | 0.5% | |
| Baird Core Plus Bond Fund Inst | — | — | — | $31K | 0.4% | |
| TIAA Access T-C Lrg Cap Gr T3 | — | — | — | $29K | 0.4% | |
| TIAA Access T-C Sm Cp Bl Ix T3 | — | — | — | $29K | 0.4% | |
| BlackRock Emerging Markets K | — | — | — | $27K | 0.4% | |
| AllianceBernstein AB Income Fund - Class Z | — | — | — | $27K | 0.4% | |
| BlackRock iShares Rus 2000 Sml Cap Idx K | — | — | — | $26K | 0.4% | |
| TIAA Access T-C Mid Cap Val T3 | — | — | — | $21K | 0.3% | |
| TIAA Access Nuv LgCp Res Eq T3 | — | — | — | $21K | 0.3% | |
| TIAA Access Nuv Core Equity T3 | — | — | — | $20K | 0.3% | |
| FED International FEDInternationalStratValDivR6 | — | — | — | $19K | 0.3% | |
| TIAA Access T-C LifCyc 2050 T3 | — | — | — | $18K | 0.3% | |
| TIAA Access T-C LifCyc 2020 T3 | — | — | — | $17K | 0.2% | |
| Neuberger Berman Neuberger Berman Intl Equi R6 | — | — | — | $16K | 0.2% | |
| American Funds American Funds Infl Link Bd R6 | — | — | — | $16K | 0.2% | |
| CREF Social Choice R1 | — | — | — | $15K | 0.2% | |
| TIAA Access T-C Equity Idx T3 | — | — | — | $15K | 0.2% | |
| TIAA Access T-C LifCyc 2010 T3 | — | — | — | $15K | 0.2% | |
| Nuveen Money Market R6 178 Vanguard 500 Idx Adm | — | — | — | $13K | 0.2% | |
| TIAA Access T-C LifCyc 2045 T3 | — | — | — | $7K | 0.1% | |
| TIAA Access T-C Bond Plus T3 | — | — | — | $4K | <0.1% |
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