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Original filing (PDF)20251015184303NAL0005391217001
SPELMAN COLLEGE
Form 5500
FILING_RECEIVED
SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
732
Accounts w/ balance
242
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
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)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 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 · 303144395
Phone
(404) 270-5072
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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 | $10K | — |
Investments
36 direct securities · 1 pooled fund· $20.6M(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
$17.2M
34 holdings
OTHER
$2.0M
1 holding
Pooled Separate Account
$852K
1 holding
Mutual Funds
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * TIAA Traditional Benefit Responsive | — | — | — | $2.9M | 14.1% | |
| Vanguard Large-Cap Index Adm | — | — | — | $2.2M | 10.7% | |
| Registered Investments * CREF Stock R2 | OTHER | — | — | $2.0M | 9.8% | |
| CREF Social Choice R2 | — | — | — | $1.4M | 6.7% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $1.4M | 6.6% | |
| American Funds Washington Mutual Investor R5E | — | — | — | $1.0M | 5.1% | |
| AllianceBernstein AB Large Cap Growth Fund Adv | — | — | — | $1.0M | 5.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $852K | 4.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $756K | 3.7% | |
| Allspring Spec MidCap Val Inst | — | — | — | $747K | 3.6% | |
| CREF Growth R2 | — | — | — | $594K | 2.9% | |
| Nuveen Lifecycle 2025 R6 | — | — | — | $530K | 2.6% | |
| s * Nuveen Internatl Equity R6 | Mutual Funds | — | — | $508K | 2.5% | |
| BlackRock Infl Protected Bd K | — | — | — | $481K | 2.3% | |
| Nuveen Lifecycle 2020 R6 | — | — | — | $423K | 2.1% | |
| Royce Small-Cap Investment Cl | — | — | — | $422K | 2.0% | |
| Nuveen Lifecycle 2030 R6 | — | — | — | $395K | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $364K | 1.8% | |
| CREF Global Equities R2 | — | — | — | $354K | 1.7% | |
| Nuveen Lifecycle 2035 R6 | — | — | — | $319K | 1.6% | |
| Columbia Mid Cap Index Fund A | — | — | — | $280K | 1.4% | |
| Nuveen Lifecycle 2045 R6 | — | — | — | $265K | 1.3% | |
| Nuveen Lifecycle 2040 R6 | — | — | — | $217K | 1.1% | |
| CREF Equity Index R2 | — | — | — | $196K | 1.0% | |
| BlackRock M-C Grw Eq Por Inst | — | — | — | $187K | 0.9% | |
| Allspring Core Plus Bond R6 | — | — | — | $167K | 0.8% | |
| American Funds American Small Cp World Fd R6 | — | — | — | $166K | 0.8% | |
| CREF Core Bond R2 | — | — | — | $149K | 0.7% | |
| Nuveen Lifecycle 2010 R6 | — | — | — | $148K | 0.7% | |
| CREF Money Market R2 | — | — | — | $58K | 0.3% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $45K | 0.2% | |
| Nuveen Lifecycle 2050 R6 | — | — | — | $16K | <0.1% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $9K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 | — | — | — | $8K | <0.1% | |
| Nuveen Money Market R6 | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle 2015 R6 | — | — | — | $4K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $1K | <0.1% |
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