Back to filter
Original filing (PDF)20250930091548NAL0014634704001
CONVERSE COLLEGE
Form 5500
FILING_RECEIVED
CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
160
Accounts w/ balance
420
Plan assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
How this plan invests
This plan
1 pooled trust
Schedule D
53 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONVERSE COLLEGE.
Plan sponsor
Name
CONVERSE COLLEGE
EIN
57-0314380
Address
580 EAST MAIN STREET · SPARTANBURG, SC · 293021931
Phone
(864) 596-9029
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
2025-09-30
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $34K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $96 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSET ADVISORY SERVICES | 38-3470125 | — | ADVISOR | $23K | — |
Investments
51 direct securities · 1 pooled fund· $44.9M(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
$44.0M
51 holdings
Pooled Separate Account
$968K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $9.9M | 21.9% | |
| College Retirement Equities Fund variable annuities CREF Stock R2 | — | — | — | $6.8M | 14.9% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 | — | — | — | $2.5M | 5.4% | |
| College Retirement Equities Fund variable annuities American Fds 2040 Tar Ret R6 | — | — | — | $2.2M | 4.8% | |
| College Retirement Equities Fund variable annuities CREF Growth R2 | — | — | — | $1.9M | 4.3% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 | — | — | — | $1.9M | 4.2% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 | — | — | — | $1.8M | 4.0% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | — | $1.4M | 3.1% | |
| College Retirement Equities Fund variable annuities Vanguard Equity Income Adm | — | — | — | $1.3M | 2.8% | |
| College Retirement Equities Fund variable annuities American Fds 2025 Tar Ret R6 | — | — | — | $1.1M | 2.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.1M | 2.4% | |
| College Retirement Equities Fund variable annuities MFS International Equity Fd R6 | — | — | — | $1.1M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $968K | 2.1% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 | — | — | — | $754K | 1.7% | |
| College Retirement Equities Fund variable annuities American Fds 2020 Tar Ret R6 | — | — | — | $652K | 1.4% | |
| College Retirement Equities Fund variable annuities PIMCO Income Fd Institutional | — | — | — | $647K | 1.4% | |
| College Retirement Equities Fund variable annuities American Fds 2035 Tar Ret R6 | — | — | — | $609K | 1.3% | |
| College Retirement Equities Fund variable annuities Goldman Sachs Sm Cp Val Ins R6 | — | — | — | $586K | 1.3% | |
| College Retirement Equities Fund variable annuities PGIM Total Return Bond R6 | — | — | — | $579K | 1.3% | |
| College Retirement Equities Fund variable annuities CREF Money Market R2 | — | — | — | $554K | 1.2% | |
| College Retirement Equities Fund variable annuities American Fds 2050 Tar Ret R6 | — | — | — | $486K | 1.1% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Gr Idx R6 | — | — | — | $476K | 1.0% | |
| College Retirement Equities Fund variable annuities Principal Md Cp S&P 400 Idx R6 | — | — | — | $459K | 1.0% | |
| College Retirement Equities Fund variable annuities American Fds 2055 Tar Ret R6 | — | — | — | $411K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 | — | — | — | $401K | 0.9% | |
| College Retirement Equities Fund variable annuities Nuveen Real Est Sec Sel R6 | — | — | — | $374K | 0.8% | |
| College Retirement Equities Fund variable annuities DFA Emerging Mkt Small Cp Inst | — | — | — | $373K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Stable Value | — | — | — | $365K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $324K | 0.7% | |
| Fidelity FID MAGELLAN | — | — | — | $318K | 0.7% | |
| College Retirement Equities Fund variable annuities Carillon Eagle Mid Cap Grw R6 | — | — | — | $303K | 0.7% | |
| College Retirement Equities Fund variable annuities PGIM High Yield R6 | — | — | — | $300K | 0.7% | |
| College Retirement Equities Fund variable annuities American Fds 2030 Tar Ret R6 | — | — | — | $273K | 0.6% | |
| Fidelity FID PURITAN | — | — | — | $271K | 0.6% | |
| College Retirement Equities Fund variable annuities FedHermes MDT Small Cap Gr R6 | — | — | — | $234K | 0.5% | |
| College Retirement Equities Fund variable annuities American Fds 2045 Tar Ret R6 | — | — | — | $231K | 0.5% | |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Resp Eq R6 | — | — | — | $187K | 0.4% | |
| College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 | — | — | — | $158K | 0.3% | |
| College Retirement Equities Fund variable annuities American Fds 2060 Tar Ret R6 | — | — | — | $155K | 0.3% | |
| College Retirement Equities Fund variable annuities MassMutual Infl-Prot Inc I | — | — | — | $142K | 0.3% | |
| College Retirement Equities Fund variable annuities American Fds 2015 Tar Ret R6 | — | — | — | $121K | 0.3% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $61K | 0.1% | |
| College Retirement Equities Fund variable annuities American Fds 2010 Tar Ret R6 | — | — | — | $46K | 0.1% | |
| Fidelity FID GROWTH STRAT | — | — | — | $41K | <0.1% | |
| College Retirement Equities Fund variable annuities Brown Advisory Sus Grwth Instl | — | — | — | $31K | <0.1% | |
| Fidelity FID ASSET MGR 20% | — | — | — | $18K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $15K | <0.1% | |
| Fidelity FID GOV CASH RESERVE | — | — | — | $11K | <0.1% | |
| College Retirement Equities Fund variable annuities PGIM Global Total Return R6 | — | — | — | $7K | <0.1% | |
| Fidelity FID GROWTH COMPANY | — | — | — | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities Morgan Stan Glbl Fix Inc Opp I | — | — | — | $5K | <0.1% | |
| Fidelity FID CAPITAL APPREC | — | — | — | $3K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
GRALAND COUNTRY DAY SCHOOL
GRALAND COUNTRY DAY SCHOOL RETIREMENT PLAN
$45.3M · 184 participants
CENTER FOR EARLY EDUCATION
CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN
$45.5M · 128 participants
ALLIANT INTERNATIONAL UNIVERSITY
ALLIANT INTERNATIONAL UNIVERSITY RETIREMENT PLAN
$45.5M · 400 participants
BASTYR UNIVERSITY
BASTYR UNIVERSITY 403(B) DC PLAN
$45.5M · 328 participants
MICCOSUKEE TRIBE OF INDIANS OF FLORIDA
MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN
$45.3M · 1,172 participants
BETHUNE-COOKMAN UNIVERSITY
BETHUNE-COOKMAN UNIVERSITY RETIREMENT PLAN
$45.5M · 830 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants