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Original filing (PDF)20251013195024NAL0002664640001
WESLEYAN COLLEGE
Form 5500
FILING_RECEIVED
WESLEYAN COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
352
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Lessor, or Similar Party Investments Cost Value Fixed Annuity Contracts * TIAA Traditional Non Benefit-Responsive Fixed Annuity Contract" is 32% 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 WESLEYAN COLLEGE.
Plan sponsor
Name
WESLEYAN COLLEGE
EIN
58-0593438
Address
4760 FORSYTH ROAD · MACON, GA · 31210
Phone
(478) 757-3803
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $18.6M(98% 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
$17.9M
32 holdings
Pooled Separate Account
$699K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lessor, or Similar Party Investments Cost Value Fixed Annuity Contracts * TIAA Traditional Non Benefit-Responsive Fixed Annuity Contract | — | — | — | $6.0M | 31.7% | |
| Registered Investments * CREF Stock Variable Annuity Account | — | — | — | $5.0M | 26.5% | |
| CREF Global Equities Variable Annuity Account | — | — | — | $1.5M | 7.8% | |
| CREF Social Choice Variable Annuity Account | — | — | — | $1.3M | 6.7% | |
| CREF Growth Variable Annuity Account | — | — | — | $752K | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $699K | 3.7% | |
| CREF Core Bond Variable Annuity Account | — | — | — | $512K | 2.7% | |
| CREF Equity Index Variable Annuity Account | — | — | — | $460K | 2.4% | |
| TIAA Access Large-Cap Value Variable Annuity Account | — | — | — | $347K | 1.8% | |
| CREF Money Market Variable Annuity Account | — | — | — | $345K | 1.8% | |
| CREF Inflation-Linked Bond Variable Annuity Account | — | — | — | $262K | 1.4% | |
| TIAA Access Sm-Cap Equity Variable Annuity Account | — | — | — | $252K | 1.3% | |
| TIAA Access Real Est Secs Variable Annuity Account | — | — | — | $217K | 1.1% | |
| TIAA Access Mid-Cap Val Variable Annuity Account | — | — | — | $166K | 0.9% | |
| TIAA Access Lifecycle 2020 Variable Annuity Account | — | — | — | $140K | 0.7% | |
| TIAA Access Large-Cap Growth Variable Annuity Account | — | — | — | $87K | 0.5% | |
| TIAA Access Sm-Cap Bl Idx Variable Annuity Account | — | — | — | $74K | 0.4% | |
| TIAA Access Growth and Income Variable Annuity Account | — | — | — | $70K | 0.4% | |
| TIAA Access Social Choice Variable Annuity Account | — | — | — | $65K | 0.3% | |
| TIAA Access Lifecycle 2050 Variable Annuity Account | — | — | — | $51K | 0.3% | |
| TIAA Access Lifecycle 2025 Variable Annuity Account 230 * TIAA Access Lifecycle 2030 Variable Annuity Account | — | — | — | $42K | 0.2% | |
| TIAA Access Lifecycle 2055 Variable Annuity Account | — | — | — | $32K | 0.2% | |
| TIAA Access Lifecycle 2040 Variable Annuity Account | — | — | — | $25K | 0.1% | |
| TIAA Access Mid-Cap Growth Variable Annuity Account | — | — | — | $24K | 0.1% | |
| TIAA Access Money Market Variable Annuity Account | — | — | — | $23K | 0.1% | |
| TIAA Access Lifecycle 2045 Variable Annuity Account | — | — | — | $19K | <0.1% | |
| TIAA Access Bond Variable Annuity Account | — | — | — | $17K | <0.1% | |
| TIAA Access Lifecycle Retirement Income Variable Annuity Account 148 * TIAA Access Lifecycle 2010 Variable Annuity Account | — | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle 2035 Variable Annuity Account | — | — | — | $8K | <0.1% | |
| TIAA Access Inflation-Linked Bond Variable Annuity Account | — | — | — | $4K | <0.1% | |
| TIAA Access Bond Plus Variable Annuity Account | — | — | — | $4K | <0.1% | |
| TIAA Access Equity Index Variable Annuity Account | — | — | — | $3K | <0.1% | |
| TIAA Traditional Benefit-Responsive Fixed Annuity Contract | — | — | — | $2K | <0.1% |
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