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Original filing (PDF)20251008122856NAL0005544961001
MOREHOUSE COLLEGE
Form 5500
FILING_RECEIVED
MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
783
Accounts w/ balance
1,434
Plan assets (EOY)
$85.1M
Net assets (EOY)
$85.1M
How this plan invests
This plan
1 pooled trust
Schedule D
74 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Non Benefit-Responsive Annuity Contract - * TIAA Traditional Annuity Non Benefit-Responsive Annuity Contract" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOREHOUSE COLLEGE.
Plan sponsor
Name
MOREHOUSE COLLEGE
EIN
58-0566205
Address
830 WESTVIEW DRIVE · ATLANTA, GA · 30314
Phone
(470) 639-0525
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $77K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | NONE | $5K | — |
Investments
73 direct securities · 1 pooled fund· $85.2M(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.
Uncategorized
$82.8M
73 holdings
Pooled Separate Account
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non Benefit-Responsive Annuity Contract - * TIAA Traditional Annuity Non Benefit-Responsive Annuity Contract | — | — | — | $22.7M | 26.7% | |
| CREF Stock R2 Registered Investment Company | — | — | — | $10.8M | 12.7% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $5.0M | 5.9% | |
| Nuveen LfCycle Ix 2040 R6 Registered Investment Company | — | — | — | $3.7M | 4.3% | |
| CREF Growth R2 Registered Investment Company | — | — | — | $3.1M | 3.6% | |
| Vanguard Ttl Intl Stk Idx Adm Registered Investment Company | — | — | — | $2.9M | 3.4% | |
| Nuveen LfCycle Ix 2035 R6 Registered Investment Company | — | — | — | $2.8M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 2.8% | |
| Vanguard Small-Cap Idx Adm Registered Investment Company | — | — | — | $2.3M | 2.7% | |
| Nuveen LfCycle Ix 2030 R6 Registered Investment Company | — | — | — | $2.3M | 2.7% | |
| Nuveen LfCycle Ix 2045 R6 Registered Investment Company | — | — | — | $2.2M | 2.6% | |
| TIAA Stable Value Annuity Contract | — | — | — | $2.2M | 2.6% | |
| Money Market Account - * CREF Money Market R2 Registered Investment Company | — | — | — | $2.1M | 2.5% | |
| CREF Equity Index R2 Registered Investment Company | — | — | — | $2.0M | 2.3% | |
| Nuveen LfCycle Ix 2025 R6 Registered Investment Company | — | — | — | $1.7M | 2.0% | |
| Vanguard Mid-Cap Idx Adm Registered Investment Company | — | — | — | $1.5M | 1.7% | |
| and General Accounts * Participant Loans Interest Rates of 4.25% - 9.50% -0- | — | — | — | $1.3M | 1.5% | |
| Nuveen LfCycle Ix 2020 R6 Registered Investment Company | — | — | — | $1.3M | 1.5% | |
| Nuveen Large Cap Resp Eq Rtmt Registered Investment Company | — | — | — | $1.3M | 1.5% | |
| Metropolitan West Tot Ret Bd M Registered Investment Company ** 67 MFS Intl Diversification Cl R6 Registered Investment Company | — | — | — | $1.1M | 1.3% | |
| CREF Social Choice R2 Registered Investment Company | — | — | — | $1.1M | 1.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered Investment Company | — | — | — | $930K | 1.1% | |
| Nuveen Real Est Sec Sel Rtmt Registered Investment Company | — | — | — | $913K | 1.1% | |
| Nuveen LfCycle Ix 2010 R6 Registered Investment Company | — | — | — | $853K | 1.0% | |
| Diamond Hill Large Cap Class I Registered Investment Company | — | — | — | $821K | 1.0% | |
| Nuveen LfCycle Ix 2050 R6 Registered Investment Company | — | — | — | $760K | 0.9% | |
| CREF Global Equities R2 Registered Investment Company | — | — | — | $633K | 0.7% | |
| Nuveen LfCycle Ix 2055 R6 Registered Investment Company | — | — | — | $593K | 0.7% | |
| Nuveen LfCycle Ix 2015 R6 Registered Investment Company | — | — | — | $554K | 0.7% | |
| Dodge & Cox Income Fund - CI X Registered Investment Company | — | — | — | $461K | 0.5% | |
| Nuveen LfCycle Ix 2060 R6 Registered Investment Company | — | — | — | $372K | 0.4% | |
| CREF Inflation-Linked Bond R2 Registered Investment Company | — | — | — | $294K | 0.3% | |
| T Rowe Price Emerging Mkts Stk Registered Investment Company ** 372 Vanguard Infl Protect Sec Adm Registered Investment Company | — | — | — | $253K | 0.3% | |
| Short Term Fixed Account Fixed Annuity Contract | — | — | — | $248K | 0.3% | |
| Fixed Account Plus Fixed Annuity Contract | — | — | — | $214K | 0.3% | |
| Harbor Capital Appreciation Rt Registered Investment Company | — | — | — | $210K | 0.2% | |
| US Socially Responsible Fund Variable Annuity Contract ** 531 * Vanguard LifeStrategy Conservative Variable Annuity Contract | — | — | — | $192K | 0.2% | |
| CREF Core Bond R2 Registered Investment Company | — | — | — | $139K | 0.2% | |
| TIAA Traditional Benefit-Responsive 2 Annuity Contract | — | — | — | $132K | 0.2% | |
| Mid Cap Index Fund Variable Annuity Contract | — | — | — | $97K | 0.1% | |
| Stock Index Fund Variable Annuity Contract | — | — | — | $84K | <0.1% | |
| Systematic Value Variable Annuity Contract | — | — | — | $82K | <0.1% | |
| NASDAQ 100(R) Index Fund Variable Annuity Contract | — | — | — | $70K | <0.1% | |
| Science & Technology Fund Variable Annuity Contract | — | — | — | $68K | <0.1% | |
| Mid Cap Strategic Growth Variable Annuity Contract | — | — | — | $68K | <0.1% | |
| Gs Vit Gov Money Mkt Fd Inst Variable Annuity Contract | — | — | — | $66K | <0.1% | |
| Plan Loan Default Fund Annuity Contract -0- | — | — | — | $66K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 Registered Investment Company | — | — | — | $64K | <0.1% | |
| Mid Cap Value Fund Variable Annuity Contract | — | — | — | $48K | <0.1% | |
| Systematic Growth Fund Variable Annuity Contract | — | — | — | $33K | <0.1% | |
| Small Cap Value Fund Variable Annuity Contract | — | — | — | $32K | <0.1% | |
| Small Cap Index Fund Variable Annuity Contract | — | — | — | $25K | <0.1% | |
| Systematic Core Fund Variable Annuity Contract | — | — | — | $25K | <0.1% | |
| Small Cap Growth Fund Variable Annuity Contract | — | — | — | $23K | <0.1% | |
| Vanguard Windsor II Variable Annuity Contract | — | — | — | $19K | <0.1% | |
| International Opportunities Variable Annuity Contract | — | — | — | $17K | <0.1% | |
| Global Strategy Variable Annuity Contract | — | — | — | $14K | <0.1% | |
| Core Bond Fund Variable Annuity Contract | — | — | — | $14K | <0.1% | |
| Loan Collateral Fund General Account -0- | — | — | — | $13K | <0.1% | |
| High Yield Bond Fund Variable Annuity Contract | — | — | — | $12K | <0.1% | |
| Nuveen LfCyc Ix Ret Inc R6 Registered Investment Company | — | — | — | $9K | <0.1% | |
| Aggressive Growth Lifestyle Variable Annuity Contract | — | — | — | $7K | <0.1% | |
| Vanguard Long-Term Treasury Variable Annuity Contract | — | — | — | $7K | <0.1% | |
| Ariel Fund Variable Annuity Contract | — | — | — | $6K | <0.1% | |
| International Socially Responsible Fund Variable Annuity Contract | — | — | — | $6K | <0.1% | |
| Moderate Growth Lifestyle Variable Annuity Contract | — | — | — | $6K | <0.1% | |
| Vanguard LT Inv-Grade Fund Variable Annuity Contract | — | — | — | $6K | <0.1% | |
| Inflation Protected Fund Variable Annuity Contract ** 838 * International Growth Fund Variable Annuity Contract | — | — | — | $6K | <0.1% | |
| VC I Conservative Growth Lifestyle Variable Annuity Contract | — | — | — | $5K | <0.1% | |
| International Value Fund Variable Annuity Contract | — | — | — | $4K | <0.1% | |
| Ariel Appreciation Fund Variable Annuity Contract | — | — | — | $3K | <0.1% | |
| International Equities Index Fund Variable Annuity Contract | — | — | — | $2K | <0.1% | |
| Government Securities Fund Variable Annuity Contract ** 896 * Growth Fund Variable Annuity Contract | — | — | — | $2K | <0.1% | |
| Emerging Economies Variable Annuity Contract ** 921 * Global Real Estate Fund Variable Annuity Contract | — | — | — | $2K | <0.1% |
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