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Original filing (PDF)20251014171522NAL0004614784001
LIMESTONE UNIVERSITY
Form 5500
FILING_RECEIVED
LIMESTONE UNIVERSITY RETIREMENT PLAN
403(b) retirement plan
Active participants
340
Accounts w/ balance
681
Plan assets (EOY)
$36.0M
Net assets (EOY)
$36.0M
How this plan invests
This plan
1 pooled trust
Schedule D
50 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIMESTONE UNIVERSITY.
Plan sponsor
Name
LIMESTONE UNIVERSITY
EIN
57-0314402
Address
1115 COLLEGE DRIVE · GAFFNEY, SC · 293403778
Phone
(864) 488-4574
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPING | $2K | — |
Investments
41 direct securities · 1 pooled fund· $36.1M(100% 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
$34.9M
41 holdings
Pooled Separate Account
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $9.6M | 26.6% | |
| CREF Stock R1 | — | — | — | $7.0M | 19.4% | |
| CREF Growth R1 | — | — | — | $3.2M | 8.8% | |
| CREF Global Equities R1 | — | — | — | $2.2M | 6.0% | |
| CREF Social Choice R1 | — | — | — | $1.8M | 4.9% | |
| CREF Equity Index R1 | — | — | — | $1.5M | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 3.3% | |
| CREF Money Market R1 | — | — | — | $1000K | 2.8% | |
| CREF Core Bond R1 | — | — | — | $861K | 2.4% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $549K | 1.5% | |
| TIAA Access Nuveen Intl Equity T3 | — | — | — | $510K | 1.4% | |
| TIAA Access Nuveen Lifecycle 2055 T3 | — | — | — | $442K | 1.2% | |
| TIAA Access Nuveen Lifecycle 2030 T3 | — | — | — | $427K | 1.2% | |
| TIAA Access Nuveen Lifecycle 2050 T3 | — | — | — | $417K | 1.2% | |
| TIAA Access Nuveen Lifecycle 2045 T3 | — | — | — | $414K | 1.1% | |
| TIAA Plan Loan Default Fund ** 932 * TIAA Traditional Benefit Responsive | — | — | — | $395K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T3 | — | — | — | $392K | 1.1% | |
| TIAA Access Nuveen Lifecycle 2020 T3 | — | — | — | $371K | 1.0% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T3 | — | — | — | $362K | 1.0% | |
| TIAA Access Nuveen Lg-Cap Val T3 | — | — | — | $337K | 0.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T3 | — | — | — | $326K | 0.9% | |
| TIAA Access Nuveen Lifecycle 2060 T3 | — | — | — | $305K | 0.8% | |
| TIAA Access Nuveen Lifecycle 2025 T3 | — | — | — | $265K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T3 | — | — | — | $230K | 0.6% | |
| TIAA Access Americ EurPc Gr T3 | — | — | — | $216K | 0.6% | |
| from participants through November 2029 | — | — | — | $212K | 0.6% | |
| College Retirement Equities Fund variable annuities Participant Loan Fund | — | — | — | $212K | 0.6% | |
| TIAA Access Nuveen Lg-Cap Res EQ T3 | — | — | — | $195K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2035 T3 | — | — | — | $195K | 0.5% | |
| TIAA Access Nuveen Mid-Cap Val T3 | — | — | — | $170K | 0.5% | |
| TIAA Access MFS Mid Cap Val T3 | — | — | — | $156K | 0.4% | |
| TIAA AccessVang Equity Inc T3 | — | — | — | $125K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2010 T3 | — | — | — | $103K | 0.3% | |
| Nuveen Money Market R6 | — | — | — | $96K | 0.3% | |
| TIAA Access Nuveen Equity IDX T3 | — | — | — | $80K | 0.2% | |
| TIAA Access Nuveen Core PL BD T3 | — | — | — | $69K | 0.2% | |
| TIAA Access Nuveen Core Equity T3 | — | — | — | $61K | 0.2% | |
| TIAA Access Nuveen Quant Mid-Cap Gr T3 | — | — | — | $58K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2015 T3 | — | — | — | $52K | 0.1% | |
| TIAA Access Nuveen Lfcyle Rtmt Inc T3 | — | — | — | $46K | 0.1% | |
| TIAA Access Champlain Md Cp T3 | — | — | — | $31K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $14K | <0.1% |
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