Back to filter
Original filing (PDF)20251015104007NAL0004612145005
MORRIS COLLEGE
Form 5500
FILING_RECEIVED
MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
193
Accounts w/ balance
240
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party-in- Identity of Issue, Borrower, (Maturity Date, Rate of Int, (d) Current Interest Lessor or Similar Party Collateral, Par or Maturity Value) Cost Value * TIAA TRADITIONAL Non Benefit Responsive Fixed Annuity Contract" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS COLLEGE.
Plan sponsor
Name
MORRIS COLLEGE
EIN
57-6000734
Address
100 WEST COLLEGE STREET · SUMTER, SC · 291503599
Phone
(803) 775-9371
Industry
Educational Servicessee all
Plan administrator
Name
MORRIS COLLEGE
EIN
57-6000734
City
SUMTER, SC
Phone
(803) 775-9371
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
30 direct securities · 1 pooled fund· $18.8M(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
$18.4M
30 holdings
Pooled Separate Account
$356K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, (Maturity Date, Rate of Int, (d) Current Interest Lessor or Similar Party Collateral, Par or Maturity Value) Cost Value * TIAA TRADITIONAL Non Benefit Responsive Fixed Annuity Contract | — | — | — | $8.7M | 45.9% | |
| CREF Stock R1 Mutual Fund | — | — | — | $2.2M | 11.6% | |
| CREF Money Market R1 Mutual Fund | — | — | — | $1.3M | 6.8% | |
| CREF Global Equities R1 Mutual Fund | — | — | — | $902K | 4.8% | |
| CREF Growth R1 Mutual Fund | — | — | — | $842K | 4.5% | |
| CREF Inflation-Linked Bond R1 Mutual Fund | — | — | — | $644K | 3.4% | |
| TIAA Access Lifecycle 2020 T3 Mutual Fund | — | — | — | $449K | 2.4% | |
| CREF Equity Index R1 Mutual Fund | — | — | — | $424K | 2.2% | |
| TIAA Access Lg-Cap Val T3 Mutual Fund | — | — | — | $389K | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $356K | 1.9% | |
| TIAA Access Mid-Cap Val T3 Mutual Fund | — | — | — | $351K | 1.9% | |
| TIAA Access NUV LFCY RT INC T3 73 Mutual Fund ** 526 * TIAA Access Lg-Cap Gr T3 Mutual Fund | — | — | — | $323K | 1.7% | |
| CREF Core Bond R1 Mutual Fund | — | — | — | $319K | 1.7% | |
| TIAA Access Mid-Cap Gr T3 Mutual Fund | — | — | — | $302K | 1.6% | |
| TIAA Access Intl Equity T3 Mutual Fund | — | — | — | $227K | 1.2% | |
| TIAA Access Growth & Income T3 Mutual Fund | — | — | — | $185K | 1.0% | |
| TIAA Access Social Ch Eq T3 Mutual Fund | — | — | — | $164K | 0.9% | |
| TIAA Access Lifecycle 2025 T3 Mutual Fund | — | — | — | $105K | 0.6% | |
| TIAA Access Sm-Cap Bl Idx T3 Mutual Fund | — | — | — | $101K | 0.5% | |
| TIAA Access Real Est Secs T3 Mutual Fund | — | — | — | $95K | 0.5% | |
| TIAA Access Lifecycle 2040 T3 Mutual Fund | — | — | — | $88K | 0.5% | |
| CREF Social Choice R1 Mutual Fund | — | — | — | $81K | 0.4% | |
| TIAA Access Sm-Cap Eq T3 Mutual Fund | — | — | — | $76K | 0.4% | |
| TIAA Access Lifecycle 2035 T3 Mutual Fund | — | — | — | $68K | 0.4% | |
| TIAA Access Lifecycle 2030 T3 Mutual Fund | — | — | — | $61K | 0.3% | |
| TIAA Access Core Bond Plus T3 Mutual Fund | — | — | — | $36K | 0.2% | |
| TIAA Access Equity Index T3 Mutual Fund | — | — | — | $27K | 0.1% | |
| TIAA Access Lifecycle 2055 T3 Mutual Fund | — | — | — | $22K | 0.1% | |
| TIAA Access Lifecycle 2045 T3 Mutual Fund | — | — | — | $14K | <0.1% | |
| TIAA Access Lifecycle 2050 T3 Mutual Fund | — | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle 2060 T3 Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Similar-size Educational Services plans
CLAIRBOURN SCHOOL, INC
CLAIRBOURN SCHOOL DC RETIREMENT PLAN
$18.9M · 51 participants
GEORGE WALTON ACADEMY, INC
GEORGE WALTON ACADEMY 403(B) DC PLAN
$18.8M · 175 participants
VERMONT ACADEMY
VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
$18.8M · 136 participants
EMERSON SCHOOL
EMERSON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN
$18.9M · 92 participants
DREW SCHOOL
DREW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$18.8M · 61 participants
THE COMMUNITY SCHOOL, INC.
THE COMMUNITY SCHOOL, INC. 401(A) DC PLAN
$18.8M · 103 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