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Original filing (PDF)20250828115743NAL0020468722001
ECKERD COLLEGE, INC.
Form 5500
FILING_RECEIVED
ECKERD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
426
Accounts w/ balance
1,061
Plan assets (EOY)
$153.7M
Net assets (EOY)
$153.7M
How this plan invests
This plan
1 pooled trust
Schedule D
119 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECKERD COLLEGE, INC..
Plan sponsor
Name
ECKERD COLLEGE, INC.
EIN
59-0859121
Address
4200 54TH AVE S · ST PETERSBURG, FL · 337114744
Phone
(727) 867-1166
Industry
Educational Servicessee all
Plan administrator
Name
ECKERD COLLEGE, INC.
EIN
59-0859121
City
ST PETERSBURG, FL
Phone
(727) 867-1166
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK CITY, NY | — | $46K | — |
| PRIME BUCHHOLZ | 02-0426421 | PORTSMOUTH, NH | — | $5K | — |
Investments
118 direct securities · 1 pooled fund· $153.5M(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
$142.5M
117 holdings
Insurance Contracts
$6.7M
1 holding
Pooled Separate Account
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Guaranteed Annuity Non-Fully Benefit – Responsive Investment Contracts | — | — | — | $24.7M | 16.1% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Stock R2 | — | — | — | $18.9M | 12.3% | |
| TIAA-CREF non-proprietary mutual funds Vanguard Windsor II Adm | — | — | — | $10.3M | 6.7% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Global Equities R2 | — | — | — | $8.6M | 5.6% | |
| TIAA-CREF non-proprietary mutual funds Vanguard 500 Idx Adm | — | — | — | $7.1M | 4.6% | |
| TIAA-Teachers Insurance and Annuity Association of America TIAA Traditional Guaranteed Annuity Fully Benefit – Responsive Investment Contracts | Insurance Contracts | — | — | $6.7M | 4.4% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Growth R2 | — | — | — | $5.9M | 3.9% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Equity Index R2 | — | — | — | $4.9M | 3.2% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2040-Inst | — | — | — | $4.6M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.3M | 2.8% | |
| TIAA-CREF non-proprietary mutual funds Vanguard Extended Mkt Idx Adm | — | — | — | $4.1M | 2.7% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2035-Inst | — | — | — | $4.1M | 2.6% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Social Choice R2 | — | — | — | $3.9M | 2.5% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2045-Inst | — | — | — | $3.9M | 2.5% | |
| TIAA-CREF non-proprietary mutual funds Vanguard Ttl Intl Stk Idx Adm | — | — | — | $3.9M | 2.5% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2030-Inst | — | — | — | $3.6M | 2.3% | |
| TIAA-CREF non-proprietary mutual funds Victory Sycamore Estab Val R6 | — | — | — | $2.9M | 1.9% | |
| Vanguard mutual funds Vanguard Windsor II Fund Admiral Shares | — | — | — | $2.9M | 1.9% | |
| TIAA-CREF Mutual Funds – Teachers Advisors, Inc. (continued) TIAA-CREF mutual funds Nuveen Lifecycle 2050-Inst | — | — | — | $2.5M | 1.6% | |
| Vanguard mutual funds Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $2.3M | 1.5% | |
| TIAA-CREF non-proprietary mutual funds American EuroPac Growth R6 | — | — | — | $2.2M | 1.4% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Core Bond R2 | — | — | — | $1.8M | 1.2% | |
| TIAA-CREF non-proprietary mutual funds Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $1.8M | 1.2% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2055-Inst | — | — | — | $1.2M | 0.8% | |
| Vanguard mutual funds Vanguard Windsor Fund Admiral Shares | — | — | — | $1.1M | 0.7% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2025-Inst | — | — | — | $999K | 0.7% | |
| TIAA-CREF non-proprietary mutual funds Vanguard STAR Inv | — | — | — | $967K | 0.6% | |
| College Retirement Equities Fund (CREF) variable annuity accounts CREF Inflation-Linked Bond R2 | — | — | — | $930K | 0.6% | |
| TIAA-CREF non-proprietary mutual funds Dodge & Cox Income Fund I | — | — | — | $897K | 0.6% | |
| TIAA-CREF non-proprietary mutual funds Principal Glbl Real Est Sec R6 | — | — | — | $856K | 0.6% | |
| VALIC variable annuity accounts Science & Technology Fund | — | — | — | $763K | 0.5% | |
| CREF- TIAA-CREF Investment Management, LLC College Retirement Equities Fund (CREF) variable annuity accounts CREF Money Market R2 | — | — | — | $735K | 0.5% | |
| TIAA-CREF non-proprietary mutual funds DFA Em Markets Val Portf Inst | — | — | — | $722K | 0.5% | |
| TIAA-CREF non-proprietary mutual funds MFS Growth Fund Class R6 | — | — | — | $713K | 0.5% | |
| TIAA-CREF Mutual Funds – Teachers Advisors, Inc. TIAA-CREF mutual funds Nuveen Lifecycle 2010-Inst | — | — | — | $651K | 0.4% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2020-Inst | — | — | — | $597K | 0.4% | |
| TIAA-CREF non-proprietary mutual funds JPMorgan Mid Cap Gro Fd Cl R6 | — | — | — | $578K | 0.4% | |
| TIAA-CREF non-proprietary mutual funds BlackRock Infl Protected Bd K | — | — | — | $544K | 0.4% | |
| TIAA-CREF mutual funds Nuvenn Lifecycle 2015-Inst | — | — | — | $412K | 0.3% | |
| VALIC variable annuity accounts Stock Index Fund | — | — | — | $406K | 0.3% | |
| VALIC variable annuity accounts Growth Fund | — | — | — | $386K | 0.3% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2060-Inst | — | — | — | $370K | 0.2% | |
| Variable Annuity Life Insurance Co. Insurance Company General Account | — | — | — | $301K | 0.2% | |
| Metropolitan Life Insurance Company variable annuities Fidelity VIP Growth Portfolio | — | — | — | $276K | 0.2% | |
| Participant loans 07/15/2031 | — | — | — | $274K | 0.2% | |
| Vanguard mutual funds Vanguard Intermediate-Term Investment-Gr | — | — | — | $267K | 0.2% | |
| Variable Annuity Life Insurance Co. (continued) VALIC variable annuity accounts Systematic Core Fund | — | — | — | $235K | 0.2% | |
| VALIC variable annuity accounts Mid Cap Index Fund | — | — | — | $218K | 0.1% | |
| VALIC variable annuity accounts Large Capital Growth | — | — | — | $213K | 0.1% | |
| VALIC variable annuity accounts Vanguard Windsor II | — | — | — | $158K | 0.1% | |
| TIAA-CREF mutual funds Nuveen Lifecycle 2065-Inst | — | — | — | $135K | <0.1% | |
| VALIC variable annuity accounts Moderate Growth Lifestyle | — | — | — | $129K | <0.1% | |
| Vanguard mutual funds Vanguard Total Stock Market Index Fund A | — | — | — | $108K | <0.1% | |
| VALIC variable annuity accounts Nasdaq-100(R) Index Fund | — | — | — | $93K | <0.1% | |
| VALIC variable annuity accounts Mid Cap Strategic Gwth | — | — | — | $91K | <0.1% | |
| Variable Annuity Life Insurance Co. Loan Collateral Fund | — | — | — | $90K | <0.1% | |
| VALIC variable annuity accounts Vanguard Wellington Fund Inc | — | — | — | $87K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund | — | — | — | $86K | <0.1% | |
| VALIC variable annuity accounts Small Cap Index Fund | — | — | — | $80K | <0.1% | |
| VALIC variable annuity accounts Dividend Value | — | — | — | $78K | <0.1% | |
| Metropolitan Life Insurance Company variable Brighthouse Asset Allocation 60 annuities Portfolio | — | — | — | $70K | <0.1% | |
| VALIC variable annuity accounts High Yield Bond Fund | — | — | — | $62K | <0.1% | |
| VALIC variable annuity accounts International Value Fund | — | — | — | $50K | <0.1% | |
| VALIC variable annuity accounts Small Cap Growth Fund | — | — | — | $40K | <0.1% | |
| The Vanguard Group, Inc. * Vanguard mutual funds Vanguard Cash Reserves Federal Money | — | — | — | $39K | <0.1% | |
| VALIC variable annuity accounts Core Bond Fund | — | — | — | $38K | <0.1% | |
| VALIC variable annuity accounts Systematic Growth Fund | — | — | — | $35K | <0.1% | |
| Metropolitan Life Insurance Company variable Brighthouse Asset Allocation 80 annuities Portfolio | — | — | — | $34K | <0.1% | |
| Metropolitan Life Insurance Company (continued) Metropolitan Life Insurance Company variable annuities MFS Total Return Portfolio | — | — | — | $31K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities American Funds Growth Fund | — | — | — | $29K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities American Funds Growth-Income Fund | — | — | — | $25K | <0.1% | |
| Metropolitan Life Insurance Company variable Brighthouse/Wellington Core Equity annuities Opportunities | — | — | — | $25K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Neuberger Berman Genesis Portfolio | — | — | — | $24K | <0.1% | |
| Vanguard mutual funds Vanguard Real Estate Index – Admiral | — | — | — | $24K | <0.1% | |
| Metropolitan Life Insurance Company variable Calvert VP SRI Mid Cap Growth annuities Portfolio | — | — | — | $23K | <0.1% | |
| VALIC variable annuity accounts International Growth Fund | — | — | — | $23K | <0.1% | |
| Metropolitan Life Insurance Company variable Loomis Sayles Small Cap Growth annuities Portfolio | — | — | — | $22K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities MFS Research International Portfolio | — | — | — | $19K | <0.1% | |
| VALIC variable annuity accounts Small Cap Special Value Fund | — | — | — | $19K | <0.1% | |
| Variable Annuity Life Insurance Co. VALIC variable annuity accounts Ariel Appreciation Fund | — | — | — | $18K | <0.1% | |
| VALIC variable annuity accounts Government Securities Fund | — | — | — | $18K | <0.1% | |
| Metropolitan Life Insurance Company variable T. Rowe Price Small Cap Growth annuities Portfolio | — | — | — | $17K | <0.1% | |
| VALIC variable annuity accounts Emerging Economies | — | — | — | $14K | <0.1% | |
| Metropolitan Life Insurance Company (continued) Metropolitan Life Insurance Company variable Brighthouse Asset Allocation 40 annuities Portfolio | — | — | — | $14K | <0.1% | |
| annuities Loomis Sayles Growth Portfolio | — | — | — | $14K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities MetLife Mid Cap Stock Index Portfolio 558 Metropolitan Life Insurance Company variable annuities MetLife Stock Index Portfolio | — | — | — | $13K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Calvert VP SRI Balanced Portfolio | — | — | — | $13K | <0.1% | |
| TIAA-CREF mutual funds Nuveen Money Market | — | — | — | $13K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities MFS Value Portfolio | — | — | — | $12K | <0.1% | |
| VALIC variable annuity accounts Vanguard Long-Term Treasury | — | — | — | $12K | <0.1% | |
| VALIC variable annuity accounts Intl Socially Responsible Fund | — | — | — | $12K | <0.1% | |
| VALIC variable annuity accounts Inflation Protected Fund | — | — | — | $12K | <0.1% | |
| Metropolitan Life Insurance Company variable American Funds Global Small annuities Capitalization Fund | — | — | — | $11K | <0.1% | |
| Metropolitan Life Insurance Company Insurance Company General Account | — | — | — | $11K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Met/Artisan Mid Cap Value Portfolio | — | — | — | $11K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Morgan Stanley Discovery Portfolio | — | — | — | $10K | <0.1% | |
| Metropolitan Life Insurance Company variable Western Asset Management Strategic annuities Bond Opportunities Portfolio | — | — | — | $9K | <0.1% | |
| VALIC variable annuity accounts Ariel Fund | — | — | — | $9K | <0.1% | |
| Metropolitan Life Insurance Company variable Loomis Sayles Small Cap Core annuities Portfolio | — | — | — | $9K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Victory Sycamore Mid Cap Value | — | — | — | $9K | <0.1% | |
| VALIC variable annuity accounts Vanguard Lt Inv-Grade Fund | — | — | — | $8K | <0.1% | |
| VALIC variable annuity accounts International Government Bond | — | — | — | $7K | <0.1% | |
| VALIC variable annuity accounts Gs Vit Gov Money Mkt Fd Inst | — | — | — | $7K | <0.1% | |
| VALIC variable annuity accounts Global Strategy | — | — | — | $6K | <0.1% | |
| VALIC variable annuity accounts Systematic Value | — | — | — | $6K | <0.1% | |
| Metropolitan Life Insurance Company variable Wellington Large Cap Research annuities Portfolio | — | — | — | $4K | <0.1% | |
| VALIC variable annuity accounts Mid Cap Value Fund | — | — | — | $4K | <0.1% | |
| Metropolitan Life Insurance Company variable Fidelity VIP II Investment Grade Bond annuities Portfolio | — | — | — | $3K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Clarion Global Real Estate Portfolio | — | — | — | $3K | <0.1% | |
| Variable Annuity Life Insurance Co. Loan Escrow Fund | — | — | — | $2K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities PIMCO Total Return Portfolio | — | — | — | $2K | <0.1% | |
| VALIC variable annuity accounts Vc I Capital Appreciation | — | — | — | $2K | <0.1% | |
| VALIC variable annuity accounts Intl Opportunities | — | — | — | $2K | <0.1% | |
| VALIC variable annuity accounts Invesco Bal Risk Commod Str R5 | — | — | — | $1K | <0.1% | |
| VALIC variable annuity accounts Internatl Equities Index Fund | — | — | — | $1K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Morgan Stanley EAFE Index Portfolio | — | — | — | $1K | <0.1% | |
| Metropolitan Life Insurance Company variable annuities Fidelity VIP Equity Income Portfolio | — | — | — | $1K | <0.1% | |
| Metropolitan Life Insurance Company Metropolitan Life Insurance Company variable annuities Aggregate Bond Index Portfolio | — | — | — | $1K | <0.1% | |
| Metropolitan Life Insurance Company variable T. Rowe Price Mid Cap Growth annuities Portfolio | — | — | — | $1K | <0.1% |
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