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Original filing (PDF)20251015083233NAL0002109251001
BRYAN COLLEGE
Form 5500
FILING_RECEIVED
BRYAN COLLEGE RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
201
Accounts w/ balance
278
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYAN COLLEGE.
Plan sponsor
Name
BRYAN COLLEGE
EIN
62-0528217
Address
721 BRYAN DRIVE · DAYTON, TN · 37321
Phone
(423) 775-7269
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES | 75-0939949 | — | RECORDKEEPER/INVEST MGR | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | CONSULTANT ADVISOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $120 | — |
Investments
29 direct securities · 2 pooled funds· $9.3M(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
$9.3M
29 holdings
Pooled Separate Account
$53K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Annuity | — | — | — | $1.2M | 13.0% | |
| GuideStone MyDestination 2025 Fund | — | — | — | $819K | 8.8% | |
| Fidelity 500 Index Fund | — | — | — | $613K | 6.6% | |
| CREF Growth Fund R1 | — | — | — | $598K | 6.4% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $587K | 6.3% | |
| CREF Stock Fund R1 | — | — | — | $578K | 6.2% | |
| GuideStone MyDestination 2035 Fund | — | — | — | $569K | 6.1% | |
| GuideStone MyDestination 2055 Fund | — | — | — | $507K | 5.4% | |
| GuideStone Money Market Fund | — | — | — | $491K | 5.2% | |
| GuideStone MyDestination 2045 Fund | — | — | — | $412K | 4.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $406K | 4.3% | |
| Vanguard Equity Income Fund | — | — | — | $295K | 3.2% | |
| PIMCO Income Fund | — | — | — | $262K | 2.8% | |
| CREF Social Choice Fund R1 | — | — | — | $236K | 2.5% | |
| MetWest Total Return Bond Fund | — | — | — | $231K | 2.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $224K | 2.4% | |
| Fidelity Total International Index Fund | — | — | — | $214K | 2.3% | |
| CREF Equity Index Fund R1 | — | — | — | $190K | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $156K | 1.7% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $151K | 1.6% | |
| MFS International Diversification Fund | — | — | — | $139K | 1.5% | |
| CREF Global Equities Fund R1 | — | — | — | $93K | 1.0% | |
| Participant Loans Various maturities, interest rates range from 5.00% - 9.50% - | — | — | — | $71K | 0.8% | |
| GuideStone International Equity Fund ** 438 * GuideStone International Equity Index Fund | — | — | — | $57K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $53K | 0.6% | |
| CREF Money Market Fund R1 | — | — | — | $42K | 0.4% | |
| CREF Inflation-Linked Bond Fund R1 | — | — | — | $39K | 0.4% | |
| CREF Core Bond Fund R1 | — | — | — | $38K | 0.4% | |
| GuideStone MyDestination 2015 Fund | — | — | — | $30K | 0.3% | |
| Vanguard Explorer Fund | — | — | — | $30K | 0.3% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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