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Original filing (PDF)20260311133323NAL0005327793001
FLORIDA SOUTHERN COLLEGE
Form 5500
FILING_RECEIVED
FLORIDA SOUTHERN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
764
Accounts w/ balance
1,834
Plan assets (EOY)
$88.6M
Net assets (EOY)
$88.6M
How this plan invests
This plan
1 pooled trust
Schedule D
51 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLORIDA SOUTHERN COLLEGE.
Plan sponsor
Name
FLORIDA SOUTHERN COLLEGE
EIN
59-0624401
Address
111 LAKE HOLLINGSWORTH DRIVE · LAKELAND, FL · 338015607
Phone
(863) 680-4380
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
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
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $136K | — |
Investments
50 direct securities · 1 pooled fund· $88.3M(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
$86.7M
50 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $11.6M | 13.1% | |
| CREF Stock | — | — | — | $10.5M | 11.8% | |
| Vanguard 500 Idx Adm | — | — | — | $6.5M | 7.3% | |
| CREF Global Equities | — | — | — | $4.7M | 5.3% | |
| CREF Equity Index | — | — | — | $3.4M | 3.9% | |
| TIAA Traditional Benefit Responsive | — | — | — | $3.2M | 3.6% | |
| TIAA-CREF Nuveen Lifecycle 2035 R6 | — | — | — | $3.1M | 3.6% | |
| TIAA-CREF Nuveen Lifecycle 2045 R6 | — | — | — | $3.0M | 3.4% | |
| TIAA-CREF Nuveen Lifecycle 2040 R6 | — | — | — | $3.0M | 3.4% | |
| CREF Growth | — | — | — | $2.9M | 3.3% | |
| TIAA-CREF Nuveen Lifecycle 2030 R6 | — | — | — | $2.7M | 3.1% | |
| TIAA-CREF Nuveen Lifecycle 2025 R6 | — | — | — | $2.7M | 3.0% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $2.5M | 2.8% | |
| CREF Social Choice | — | — | — | $2.4M | 2.8% | |
| TIAA-CREF Nuveen Lifecycle 2050 R6 | — | — | — | $1.9M | 2.1% | |
| Vanguard Total World Stock Idx Adm | — | — | — | $1.8M | 2.0% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $1.7M | 1.9% | |
| TIAA-CREF Nuveen Lifecycle 2055 R6 | — | — | — | $1.6M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 1.8% | |
| TIAA-CREF Nuveen Lifecycle 2015 R6 | — | — | — | $1.6M | 1.8% | |
| Vanguard Developed Markets Idx Adm | — | — | — | $1.5M | 1.7% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.5M | 1.7% | |
| TIAA-CREF Nuveen Lifecycle 2020 R6 | — | — | — | $1.4M | 1.5% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $1.2M | 1.4% | |
| CREF Core Bond R2 | — | — | — | $1.0M | 1.2% | |
| Vanguard FTSE World Idx Adm | — | — | — | $799K | 0.9% | |
| Vanguard Emerging Markets Stk Idx Adm | — | — | — | $762K | 0.9% | |
| T. Rowe Price T. Rowe Blue Chip Growth | — | — | — | $665K | 0.8% | |
| Vanguard Short-Trm Invt Gd Adm | — | — | — | $639K | 0.7% | |
| Vanguard Real Estate Idx Adm | — | — | — | $616K | 0.7% | |
| CREF Inflation-Linked Bond | — | — | — | $577K | 0.7% | |
| TIAA Stable Value | — | — | — | $541K | 0.6% | |
| Vanguard Intr-Trm Invt Gd Adm | — | — | — | $476K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2060 R6 | — | — | — | $454K | 0.5% | |
| Vanguard Total Stock Market Idx Adm | — | — | — | $446K | 0.5% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $393K | 0.4% | |
| Vanguard Balanced Idx Inst Adm | — | — | — | $338K | 0.4% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $317K | 0.4% | |
| CREF Money Market | — | — | — | $302K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2010 R6 | — | — | — | $279K | 0.3% | |
| Vanguard Treasury Money Market Inv RX | — | — | — | $259K | 0.3% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $258K | 0.3% | |
| Transamerica Sm/Mid Cap Val R6 | — | — | — | $232K | 0.3% | |
| BlackRock M-C Grw Eq Por Inst | — | — | — | $220K | 0.2% | |
| AMG Funds AMG Yacktman I | — | — | — | $187K | 0.2% | |
| Vanguard Total Bond Mkt Idx Adm | — | — | — | $179K | 0.2% | |
| Participants Participant Loans Rates of 4.25% to 9.50% | — | — | — | $158K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2065 R6 | — | — | — | $120K | 0.1% | |
| Vanguard Long-Term Invt Gd Admiral | — | — | — | $91K | 0.1% | |
| Conestoga Capital Advisors Conestoga Small Cap Investors | — | — | — | $64K | <0.1% | |
| TIAA Plan Loan Default Fund | — | — | — | $4K | <0.1% |
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