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Original filing (PDF)20240731135317NAL0048676226005
MARYVILLE COLLEGE
Form 5500
FILING_RECEIVED
MARYVILLE COLLEGE DEFINED CONTRIBUTION RETIREMENT
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARYVILLE COLLEGE.
Plan sponsor
Name
MARYVILLE COLLEGE
EIN
62-0475691
Address
502 E. LAMAR ALEXANDER PARKWAY · MARYVILLE, TN · 378045907
Phone
(865) 981-8199
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
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
CROSSLIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | GLEN ALLEN, VA | — | $52K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | IRVINE, CA | — | $27K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $27K | — |
| CROSSLIN PLLC | 27-5360847 | NASHVILLE, TN | — | $11K | — |
Investments
1 pooled fund· $747K
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $747K | 100.0% |