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Original filing (PDF)20251015084324NAL0004097889001
HENDRIX COLLEGE
Form 5500
FILING_RECEIVED
HENDRIX COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
461
Accounts w/ balance
839
Plan assets (EOY)
$95.7M
Net assets (EOY)
$95.7M
How this plan invests
This plan
1 pooled trust
Schedule D
41 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.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENDRIX COLLEGE.
Plan sponsor
Name
HENDRIX COLLEGE
EIN
71-0236897
Address
1600 WASHINGTON AVENUE · CONWAY, AR · 72032
Phone
(501) 450-1474
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
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | NONE | $23K | — |
| TIAA | 13-1624203 | — | NONE | $22K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $18K | — |
Investments
40 direct securities · 1 pooled fund· $95.4M(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
$92.3M
40 holdings
Pooled Separate Account
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Fixed annuity contract | — | — | — | $22.1M | 23.1% | |
| CREF Stock R2 variable annuity; 15,346.414 shares | — | — | $15K | $14.0M | 14.6% | |
| CREF Global Equities R2 variable annuity; 14,648.275 shares | — | — | $15K | $5.1M | 5.3% | |
| CREF Social Choice R2 variable annuity; 13,307.479 shares | — | — | $13K | $4.9M | 5.1% | |
| CREF Equity Index R2 variable annuity; 9,288.501 shares | — | — | $9K | $4.8M | 5.0% | |
| CREF Growth R2 variable annuity; 8,492.740 shares | — | — | $8K | $4.5M | 4.7% | |
| Nuveen Lifecycle lx 2040 Retire mutual funds; 142,844.770 shares | — | — | $143K | $4.1M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $7K | $3.1M | 3.3% | |
| Nuveen Lifecycle lx 2045 Retire mutual funds; 91,710.218 shares | — | — | $92K | $2.8M | 2.9% | |
| Vanguard 500 Ind Adm mutual funds; 4,837.603 shares | — | — | $5K | $2.6M | 2.7% | |
| CREF Core Bond R2 variable annuity; 17,554.038 shares | — | — | $18K | $2.3M | 2.5% | |
| American Funds American Washington Mut Inv R6 mutual funds; 32,932.054 shares | — | — | $33K | $2.0M | 2.1% | |
| Nuveen Lifecycle lx 2035 Retire mutual funds; 71,390.547 shares | — | — | $71K | $1.9M | 2.0% | |
| Nuveen Lifecycle lx 2030 Retire mutual funds; 63,484.825 shares | — | — | $63K | $1.5M | 1.6% | |
| Nuveen Lifecycle lx 2050 Retire mutual funds; 48,082.905 shares | — | — | $48K | $1.5M | 1.6% | |
| CREF Inflation-Linked Bond R2 variable annuity; 15,583.561 shares | — | — | $16K | $1.3M | 1.4% | |
| Vanguard Extended Mkt Idx Adm mutual funds; 8,392.303 shares | — | — | $8K | $1.2M | 1.3% | |
| Nuveen Lifecycle lx 2025 Retire mutual funds; 53,590.495 shares | — | — | $54K | $1.1M | 1.2% | |
| Nuveen Lifecycle lx 2020 Retire mutual funds; 56,399.114 shares | — | — | $56K | $1.1M | 1.1% | |
| Vanguard Treasury MoneyMkt Inv mutual funds; 1,027,684.988 shares | — | — | $1.0M | $1.0M | 1.1% | |
| Allspring Global Investments Allspring Spec MidCap Val Inst mutual funds; 20,538.577 shares | — | — | $21K | $980K | 1.0% | |
| Nuveen Quant Sm Cp Eq Retire mutual funds; 54,529.290 shares | — | — | $55K | $956K | 1.0% | |
| Goldman Sachs Goldman Sachs EmMrk EqIns Inst mutual funds; 109,290.764 shares | — | — | $109K | $942K | 1.0% | |
| Vanguard Ttl Bd Mkt Idx Adm mutual funds; 97,579.854 shares | — | — | $98K | $925K | 1.0% | |
| Nuveen Large Cap Value Retire mutual funds; 41,985.714 shares | — | — | $42K | $923K | 1.0% | |
| Vanguard Devlopd Mkts Idx Adm mutual funds; 56,758.090 shares | — | — | $57K | $872K | 0.9% | |
| T Rowe Price T Rowe Price Overseas Stock I mutual funds; 65,262.363 shares | — | — | $65K | $818K | 0.9% | |
| Nuveen Internatl Equity Retire mutual funds; 58,837.502 shares | — | — | $59K | $813K | 0.8% | |
| BlackRock High Yield Instl mutual funds; 111,953.451 shares | — | — | $112K | $795K | 0.8% | |
| Principal Funds Principal Real Es SecuritiesR5 mutual funds; 27,868.337 shares | — | — | $28K | $750K | 0.8% | |
| Nuveen Mid Cap Value Retire mutual funds; 39,906.846 shares | — | — | $40K | $698K | 0.7% | |
| CREF Money Market R2 variable annuity; 20,069.405 shares | — | — | $20K | $595K | 0.6% | |
| Nuveen Lifecycle lx 2055 Retire mutual funds; 21,818.175 shares | — | — | $22K | $553K | 0.6% | |
| Dimension Fund Advisors DFA US Targeted Val Port Inst mutual funds; 13,508.948 shares | — | — | $14K | $464K | 0.5% | |
| Nuveen Equity Index Retirement mutual funds; 10,466.762 shares | — | — | $10K | $436K | 0.5% | |
| Carillon Family of Funds Eagle Mid Cap Growth Fund Cl mutual funds; 4,289.007 shares | — | — | $4K | $330K | 0.3% | |
| Nuveen Lifecycle lx 2060 Retire mutual funds; 11,339.658 shares | — | — | $11K | $223K | 0.2% | |
| Nuveen Mid Cap Growth Retire mutual funds; 6,594.498 shares | — | — | $7K | $134K | 0.1% | |
| Conestoga Capital Advisors Conestoga Small Cap Investors mutual funds; 1,146.433 shares | — | — | $1K | $89K | <0.1% | |
| Nuveen LfCyc lx Ret Inc Retire mutual funds; 5,401.588 shares | — | — | $5K | $86K | <0.1% | |
| Nuveen Lifecycle lx 2065 Retire mutual funds; 635.884 shares | — | — | — | $9K | <0.1% |
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