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Original filing (PDF)20251015135922NAL0006499152001
MEHARRY MEDICAL COLLEGE
Form 5500
FILING_RECEIVED
MEHARRY MEDICAL COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,375
Accounts w/ balance
1,517
Plan assets (EOY)
$136.1M
Net assets (EOY)
$136.1M
How this plan invests
This plan
1 pooled trust
Schedule D
60 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 76% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEHARRY MEDICAL COLLEGE.
Plan sponsor
Name
MEHARRY MEDICAL COLLEGE
EIN
62-0488046
Address
1005 DR DB TODD JR BLVD · NASHVILLE, TN · 37208
Phone
(615) 327-6336
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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CROSSLIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | 51-0396365 | — | NONE | $240K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO, | 74-1625348 | — | NONE | $2 | — |
Investments
59 direct securities · 1 pooled fund· $135.1M(99% 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
$133.7M
59 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA TRADITIONAL NON BENEFIT RESPONSIVE (1) | — | — | — | $18.1M | 13.3% | |
| TIAA CREF STOCK (1) | — | — | — | $17.2M | 12.7% | |
| TIAA CREF GROWTH (1) | — | — | — | $6.7M | 4.9% | |
| VALIC TIAA-CREF LFCYCL IDX 2035 INST (1) | — | — | — | $5.6M | 4.1% | |
| TIAA CREF GLOBAL EQUITIES (1) | — | — | — | $5.1M | 3.8% | |
| VALIC TIAA-CREF LFCYCL IDX 2020 INST (1) | — | — | — | $5.0M | 3.7% | |
| VALIC TIAA-CREF LFCYCL IDX 2040 INST (1) | — | — | — | $5.0M | 3.7% | |
| VALIC TIAA-CREF LFCYCL IDX 2030 INST (1) | — | — | — | $4.7M | 3.5% | |
| VALIC AMERICAN FUNDS AMR BALANCED R6 (1) | — | — | — | $4.0M | 2.9% | |
| VALIC VANGUARD 500 IDX ADM (1) | — | — | — | $3.8M | 2.8% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE (1) | — | — | — | $3.8M | 2.8% | |
| VALIC FIXED INTEREST OPTION (1) | — | — | — | $3.6M | 2.6% | |
| VALIC TIAA-CREF LFCYCL IDX 2025 INST (1) | — | — | — | $3.3M | 2.4% | |
| VALIC TIAA CREF LG CAP GRW IDX INSTL (1) | — | — | — | $3.3M | 2.4% | |
| VALIC TIAA-CREF LFCYCL IDX 2045 INST (1) | — | — | — | $2.7M | 2.0% | |
| VALIC TIAA-CREF INTRNTL EQ IDX INSTL (1) | — | — | — | $2.7M | 2.0% | |
| TIAA CREF EQUITY INDEX (1) | — | — | — | $2.6M | 1.9% | |
| VALIC VAN MID CAP INDEX ADM (1) | — | — | — | $2.6M | 1.9% | |
| VALIC VANGUARD S/T INVEST GRADE ADM (1) | — | — | — | $2.2M | 1.6% | |
| TIAA CREF BOND MARKET (1) | — | — | — | $2.1M | 1.5% | |
| TIAA CREF MONEY MARKET (1) | — | — | — | $2.0M | 1.5% | |
| TIAA CREF SOCIAL CHOICE (1) | — | — | — | $2.0M | 1.5% | |
| VALIC VANGUARD SM CP IDX ADM (1) | — | — | — | $2.0M | 1.5% | |
| VALIC TIAA-CREF LFCYCL IDX 2010 INST (1) | — | — | — | $1.8M | 1.4% | |
| VALIC TIAA-CREF LFCYCL IDX 2050 INST (1) | — | — | — | $1.8M | 1.3% | |
| VALIC AMERICAN FDS AMERICAN MUTL R6 (1) | — | — | — | $1.8M | 1.3% | |
| VALIC DFA US LARGE CAP EQUITY INST (1) | — | — | — | $1.5M | 1.1% | |
| VALIC TIAA-CREF LFCYCL IDX 2015 INST (1) | — | — | — | $1.5M | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 1.0% | |
| VALIC CALVERT US LGCP GR RSPN IDX R6 (1) | — | — | — | $1.1M | 0.8% | |
| VALIC JP MORGAN INTL EQUITY R6 (1) | — | — | — | $1.1M | 0.8% | |
| VALIC AMERICAN 2030 TGT DT RETIRE R6 (1) | — | — | — | $1.0M | 0.7% | |
| VALIC PLAN LOAN (1) | — | — | — | $1.0M | 0.7% | |
| VALIC AMERFUNDS 2045 TRGT DT RETR R6 (1) | — | — | — | $965K | 0.7% | |
| VALIC AMERICAN NEW PERSPECTIVE R6 (1) | — | — | — | $901K | 0.7% | |
| VALIC VANGUARD MID-CAP VALUE IDX ADM (1) | — | — | — | $819K | 0.6% | |
| VALIC DFA REAL ESTATE SECURITIES I (1) | — | — | — | $715K | 0.5% | |
| VALIC VANGUARD TREASURY MMKT (1) | — | — | — | $705K | 0.5% | |
| VALIC DFA INFLATION PROTECTED SEC I (1) | — | — | — | $678K | 0.5% | |
| VALIC FRANKLIN SMALL CAP VALUE R6 (1) | — | — | — | $654K | 0.5% | |
| VALIC AMERICAN 2040 TGT DT RETIRE R6 (1) | — | — | — | $644K | 0.5% | |
| TIAA CREF INFLATION-LINKED BOND (1) | — | — | — | $605K | 0.4% | |
| VALIC TIAA-CREF LFCYCL IDX 2055 INST (1) | — | — | — | $604K | 0.4% | |
| VALIC AMERFUNDS 2035 TRGT DT RETR R6 (1) | — | — | — | $505K | 0.4% | |
| VALIC VANGUARD EXPLORER ADM (1) | — | — | — | $471K | 0.3% | |
| VALIC VANGUARD HIGH YIELD CORP ADML (1) | — | — | — | $464K | 0.3% | |
| VALIC AMER FUNDS STRATEGIC BOND R-6 (1) | — | — | — | $425K | 0.3% | |
| VALIC AMER US GOVT SECURITIES R6 (1) | — | — | — | $376K | 0.3% | |
| VALIC MFS INTERNATIONAL GROWTH R6 (1) | — | — | — | $356K | 0.3% | |
| VALIC AMERFUNDS 2015 TRGT DT RETR R6 (1) 46 * VALIC AMERFUNDS 2025 TRGT DT RETR R6 (1) | — | — | — | $289K | 0.2% | |
| VALIC BLACKROCK STRAT INC OPPS INSTL (1) | — | — | — | $247K | 0.2% | |
| VALIC TIAA-CREF LFCYCL IDX 2060 INST (1) | — | — | — | $229K | 0.2% | |
| VALIC AMERICAN 2010 TGT DT RETIRE R6 (1) 46 * VALIC AMERICAN 2020 TGT DT RETIRE R6 (1) | — | — | — | $151K | 0.1% | |
| VALIC AMERICAN FDS NEW WORLD R6 (1) | — | — | — | $118K | <0.1% | |
| VALIC AMERICAN 2050 TGT DT RETIRE R6 (1) | — | — | — | $115K | <0.1% | |
| VALIC FIXED ACCOUNT PLUS (1) 294 * VALIC LOAN COLLATERAL FUND (1) | — | — | — | $48K | <0.1% | |
| TIAA PLAN LOAN DEFAULT FUND (1) | — | — | — | $43K | <0.1% | |
| VALIC AMERFUNDS 2055 TRGT DT RETR R6 (1) | — | — | — | $26K | <0.1% | |
| VALIC AMERFUNDS TGT DT RET 2060 R6 (1) | — | — | — | $2K | <0.1% | |
| VALIC LOAN ESCROW FUND (1) 374 * VALIC SHORT TERM FIXED ACCOUNT (1) | — | — | — | $1K | <0.1% |