Back to filter
Original filing (PDF)20250729093314NAL0001477955001
SPARTAN METHODIST COLLEGE
Form 5500
FILING_RECEIVED
SPARTANBURG METHODIST COLLEGE 403(B) PLAN
403(b) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
274
Accounts w/ balance
326
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
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)
86
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPARTAN METHODIST COLLEGE.
Plan sponsor
Name
SPARTAN METHODIST COLLEGE
EIN
57-0314415
Address
1750 POWELL MILL RD. · SPARTANBURG, SC · 293015899
Phone
(864) 587-4259
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
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ASSETS ADVISORY SERVICES | 38-3470125 | — | N/A | $9K | — |
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $8K | — |
| TIAA-CREF | 13-1624203 | — | N/A | $3K | — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | N/A | $2K | — |
Investments
43 direct securities · 1 pooled fund· $13.6M(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
$11.1M
42 holdings
Insurance Contracts
$2.4M
1 holding
Pooled Separate Account
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Vanguard 500 Index Adm + | — | — | — | $2.7M | 20.3% | |
| s * TIAA Guaranteed Annuity Non-Benefit Responsive 1 + | Insurance Contracts | — | — | $2.4M | 17.5% | |
| Charles Schwab Vanguard Total Int'l Stock Index Adm + | — | — | — | $1.8M | 13.3% | |
| Registered Investments Companies (Mutual Funds) * CREF Stock R1 + | — | — | — | $1.6M | 11.6% | |
| TIAA Guaranteed Annuity Benefit Responsive 2 + | — | — | — | $1.5M | 11.4% | |
| CREF Growth R1 + | — | — | — | $581K | 4.3% | |
| TIAA Guaranteed Annuity Benefit Responsive 1 + | — | — | — | $475K | 3.5% | |
| Charles Schwab Vanguard Total Bond Mkt Index Adm + | — | — | — | $397K | 2.9% | |
| Charles Schwab Vanguard Mid Cap Index Fund Adm + | — | — | — | $349K | 2.6% | |
| Charles Schwab AllianceBernstein Bond Inflation Strategy A + | — | — | — | $254K | 1.9% | |
| CREF Equity Index R1 + | — | — | — | $197K | 1.4% | |
| Interest Bearing Cash (Money Markets) * TIAA CREF Money Market + | — | — | — | $180K | 1.3% | |
| CREF Global Equities R1 + | — | — | — | $148K | 1.1% | |
| Standard Insurance Standard Stable Asset Class 5 + | — | — | — | $132K | 1.0% | |
| Charles Schwab Nuveen Real Estate Securities Sel R + | — | — | — | $106K | 0.8% | |
| Charles Schwab Fidelity Adv Freedom 2045 A + | — | — | — | $100K | 0.7% | |
| TIAA Access Nuv LifCyc 2030 T4 + | — | — | — | $76K | 0.6% | |
| Charles Schwab Fidelity Adv Freedom 2025 A + | — | — | — | $69K | 0.5% | |
| Charles Schwab Vanguard Growth Index Adm + | — | — | — | $68K | 0.5% | |
| TIAA Guaranteed Annuity Non-Benefit Responsive 2 + | — | — | — | $60K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $47K | 0.3% | |
| TIAA Access Nuv Intl Equity T4 + | — | — | — | $33K | 0.2% | |
| Charles Schwab Trust Cash Account | — | — | — | $28K | 0.2% | |
| TIAA Access Nuv LifCyc 2040 T4 + | — | — | — | $20K | 0.1% | |
| Charles Schwab Fidelity Adv Freedom 2040 A + | — | — | — | $18K | 0.1% | |
| CREF Core Bond R1 + | — | — | — | $17K | 0.1% | |
| CREF Social Choice R1 + | — | — | — | $17K | 0.1% | |
| TIAA Access Nuv RlEstSecSel T4 + | — | — | — | $16K | 0.1% | |
| TIAA Access Nuv LifCyc 2050 T4 + | — | — | — | $15K | 0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 + | — | — | — | $14K | 0.1% | |
| Participant Loan Notes Interest Rates at 9.50% - | — | — | — | $13K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 + | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T4 + | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 + | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv LfCy Rt Inc T4 + 194 * TIAA Access Nuv LifCyc 2020 T4 + | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv Core Equity T4 + | — | — | — | $6K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2030 A + | — | — | — | $6K | <0.1% | |
| Charles Schwab Vanguard Small Cap Index Adm + | — | — | — | $6K | <0.1% | |
| CREF Inflation-Linked Bond R1 + | — | — | — | $4K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2035 A + | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 + | — | — | — | $3K | <0.1% | |
| Charles Schwab Invesco Small Cap Value A + | — | — | — | $2K | <0.1% | |
| Charles Schwab PIMCO Income A + | — | — | — | $1K | <0.1% | |
| Charles Schwab Fidelity Adv Freedom 2050 A + 554 * Charles Schwab Fidelity Adv Freedom 2055 A + 922 * Charles Schwab Fidelity Adv Freedom 2065 A + 505 * Charles Schwab Fidelity Adv Value Strategies + | — | — | — | $1K | <0.1% |
Related plans
Similar-size Educational Services plans
TENACRE COUNTRY DAY SCHOOL
TENACRE COUNTRY DAY SCHOOL 401(K) PLAN
$13.6M · 59 participants
THE FRANKLIN ACADEMY, INC.
THE FRANKLIN ACADEMY 401(K) RETIREMENT PLAN
$13.5M · 166 participants
THE BOSTON ARCHITECTURAL COLLEGE
THE BOSTON ARCHITECTURAL COLLEGE 403(B) RETIREMENT PLAN
$13.5M · 160 participants
SPEAR EDUCATION, LLC
SPEAR EDUCATION 401(K) PLAN
$13.6M · 174 participants
RETHINK AUTISM, INC. DBA RETHINK FIRST
RETHINK AUTISM, INC. RETIREMENT PLAN
$13.5M · 339 participants
TRUSTEES OF THE AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
$13.5M · 54 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