How big is Coker University's plan?

Coker University's plan reported $30.2M in assets and 153 participants for 2023.

Original filing (PDF)20250204102417NAL0008417457001

Coker University

Name: Coker University — Coker University 403(b) Defined, Form 5500 (2023)
Creator: Coker University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Coker University 403(b) Defined Contribution Plan

403(b) retirement plan · Coker University's Coker University 403(b) Defined Contribution Plan held $30.2M in plan assets for 153 participants in 2023, with TIAA as recordkeeper.

Active participants

153

Accounts w/ balance

335

Plan assets (EOY)

$30.2M

Net assets (EOY)

$30.2M

Plan identifiers

Coker University's EIN is 57-0324916.

EIN 57-0324916

Plan number 001

Plan year 2023

ACK ID 20250204102417NAL0008417457001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Coker University from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

33 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

Knocking points off

Bottom-decile employer contributions per participant (7th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

COKER UNIVERSITY

EIN

all filings

Address

300 E COLLEGE AVE · HARTSVILLE, SC · 295503742

Phone

(843) 383-8000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-04

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$754	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEW PINNACLE CONSULTING GROUP, LLC	26-1233837	—	TPA	$8K	—

Other service providers

Investments

33 direct securities · 1 pooled fund· $30.2M(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.

Mutual Funds

$16.6M

17 holdings

Other

$5.5M

1 holding

Common Collective Trusts

$4.3M

5 holdings

Other securities

$2.8M

8 holdings

Pooled Separate Account

$687K

1 holding

Stable Value

$266K

1 holding

Bonds / Notes

$71K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$16.7M Vanguard$3.7M PIMCO$755K BlackRock / iShares$330K Dodge & Cox$294K JPMorgan$202K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN PILOT, LLC	45-4168388	—	CONSULTING	$30K	—

					% of plan
TIAA Traditional Non Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$6.9M	22.8%
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$5.5M	18.2%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$2.3M	7.5%
CREF Growth R1 Mutual Fund	Mutual Funds	—	—	$1.5M	5.1%
TIAA Traditional Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$1.4M	4.6%
TIAA Traditional Non Benefit Responsive 2 Fixed Annuity Contract	Mutual Funds	—	—	$1.1M	3.8%
CREF Global Equities R1 Mutual Fund	Mutual Funds	—	—	$1.1M	3.6%
CREF Social Choice R1 Mutual Fund	Mutual Funds	—	—	$1.0M	3.4%
American EuroPac Growth R6 Mutual Fund	Other securities	—	—	$992K	3.3%
Vanguard Ttl Stk Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$948K	3.1%
TIAA Traditional Benefit Responsive 2 Fixed Annuity Contract	Mutual Funds	—	—	$781K	2.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$687K	2.3%
CREF Inflation-Linked Bond R1 Mutual Fund	Mutual Funds	—	—	$651K	2.2%
American Fd New Perspective R6 Mutual Fund	Other securities	—	—	$622K	2.1%
CREF Core Bond R1 Mutual Fund	Mutual Funds	—	—	$535K	1.8%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$514K	1.7%
CREF Equity Index R1 Mutual Fund	Common Collective Trusts	—	—	$453K	1.5%
PIMCO High Yield Institutional Mutual Fund	Mutual Funds	—	—	$347K	1.1%
iShares MSCI EAFE Intl Idx K Mutual Fund	Common Collective Trusts	—	—	$330K	1.1%
Baird Aggregate Bond Inst Mutual Fund	Other securities	—	—	$310K	1.0%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$294K	1.0%
Vanguard Small-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$271K	0.9%
TIAA Stable Value Fixed Annuity Contract	Stable Value	—	—	$266K	0.9%
PIMCO Intl Bd USDolHed Inst Mutual Fund	Mutual Funds	—	—	$236K	0.8%
JPMorgan US Research Enh Eq A Mutual Fund	Other securities	—	—	$202K	0.7%
CREF Money Market R1 Mutual Fund	Mutual Funds	—	—	$189K	0.6%
Vanguard Infl Protect Sec Adm Mutual Fund	Mutual Funds	—	—	$154K	0.5%
PIMCO Income Fd Institutional Mutual Fund	Mutual Funds	—	—	$133K	0.4%
Baron Small Cap Fund Retail Mutual Fund	Other securities	—	—	$81K	0.3%
EatonVanceEmergingMrktsLcllncl Mutual Fund	Mutual Funds	—	—	$74K	0.2%
Participant Loans Outstanding loan balance, rates ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$71K	0.2%
Delaware Small Cap Val Inst Mutual Fund	Other securities	—	—	$63K	0.2%
Parnassus Core Eq Fd Investor Mutual Fund	Other securities	—	—	$39K	0.1%
PIMCO Total Return Instl Mutual Fund	Mutual Funds	—	—	$39K	0.1%

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