Original filing (PDF)20250204102417NAL0008417457001

COKER UNIVERSITY

Name: COKER UNIVERSITY — COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: COKER UNIVERSITY

Form 5500

FILING_RECEIVED

COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

153

Accounts w/ balance

335

Plan assets (EOY)

$30.2M

Net assets (EOY)

$30.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COKER UNIVERSITY.

Plan sponsor

Name

COKER UNIVERSITY

EIN

57-0324916

Address

300 E COLLEGE AVE · HARTSVILLE, SC · 295503742

Phone

(843) 383-8000

Industry

Educational Servicessee all

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

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $687K(2% 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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$687K	2.3%

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