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Original filing (PDF)20251015181923NAL0005343905001
SPELMAN COLLEGE
Form 5500
FILING_RECEIVED
SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
732
Accounts w/ balance
1,374
Plan assets (EOY)
$102.0M
Net assets (EOY)
$102.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPELMAN COLLEGE.
Plan sponsor
Name
SPELMAN COLLEGE
EIN
58-0566243
Address
350 SPELMAN LANE SW · ATLANTA, GA · 30314
Phone
(404) 270-5072
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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | ADMINISTRATOR | $47K | — |
Investments
36 direct securities · 1 pooled fund· $102.0M(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
$83.2M
34 holdings
OTHER
$12.3M
1 holding
Mutual Funds
$3.3M
1 holding
Pooled Separate Account
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Annuity Contract * TIAA Traditional Annuity Contracts | — | — | — | $25.0M | 24.5% | |
| Registered Investments * CREF Stock R2 | OTHER | — | — | $12.3M | 12.1% | |
| American Funds Washington Mutual Investor R5E | — | — | — | $5.9M | 5.8% | |
| Nuveen Lifecycle 2040 R6 | — | — | — | $4.8M | 4.7% | |
| Vanguard Large-Cap Index Adm | — | — | — | $4.7M | 4.6% | |
| CREF Social Choice R2 | — | — | — | $4.3M | 4.2% | |
| Nuveen Lifecycle 2035 R6 | — | — | — | $4.3M | 4.2% | |
| s * Nuveen Internatl Equity R6 | Mutual Funds | — | — | $3.3M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.2M | 3.2% | |
| Nuveen Lifecycle 2045 R6 | — | — | — | $3.1M | 3.0% | |
| CREF Growth R2 | — | — | — | $3.1M | 3.0% | |
| Nuveen Lifecycle 2030 R6 | — | — | — | $3.0M | 2.9% | |
| Nuveen Lifecycle 2050 R6 | — | — | — | $2.7M | 2.6% | |
| Allspring Spec MidCap Val Inst | — | — | — | $2.5M | 2.4% | |
| AllianceBernstein AB Large Cap Growth Fund Adv | — | — | — | $2.3M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $2.2M | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $1.5M | 1.5% | |
| Nuveen Lifecycle 2025 R6 | — | — | — | $1.4M | 1.3% | |
| Columbia Mid Cap Index Fund A | — | — | — | $1.4M | 1.3% | |
| Royce Small-Cap Investment Cl | — | — | — | $1.3M | 1.3% | |
| CREF Global Equities R2 | — | — | — | $1.2M | 1.2% | |
| Nuveen Lifecycle 2055 R6 | — | — | — | $1.2M | 1.2% | |
| Nuveen Lifecycle 2020 R6 | — | — | — | $1.1M | 1.1% | |
| Allspring Core Plus Bond R6 | — | — | — | $1.1M | 1.1% | |
| BlackRock Infl Protected Bd K | — | — | — | $1.0M | 1.0% | |
| CREF Equity Index R2 | — | — | — | $920K | 0.9% | |
| American Funds American Small Cp World Fd R6 | — | — | — | $834K | 0.8% | |
| Nuveen Lifecycle 2010 R6 | — | — | — | $503K | 0.5% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $463K | 0.5% | |
| BlackRock M-C Grw Eq Por Inst | — | — | — | $374K | 0.4% | |
| Nuveen Lifecycle 2015 R6 | — | — | — | $346K | 0.3% | |
| CREF Money Market R2 | — | — | — | $271K | 0.3% | |
| Nuveen Money Market R6 | — | — | — | $228K | 0.2% | |
| CREF Core Bond R2 | — | — | — | $189K | 0.2% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $128K | 0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $53K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 | — | — | — | $19K | <0.1% |