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Original filing (PDF)20251002085807NAL0000168819003
AUSTIN COLLEGE
Form 5500
FILING_RECEIVED
AUSTIN COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
331
Accounts w/ balance
658
Plan assets (EOY)
$65.6M
Net assets (EOY)
$65.6M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "TIAA TIAA Traditional Non Benefit Responsive" is 28% of plan.
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUSTIN COLLEGE.
Plan sponsor
Name
AUSTIN COLLEGE
EIN
75-0827409
Address
900 NORTH GRAND AVENUE · SUITE 6-I · SHERMAN, TX · 750904440
Phone
(903) 813-2433
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
2025-10-02
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
CAPIN CROUSE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | INSURANCE CARRIER | $120K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | NONE | $30K | — |
Investments
39 direct securities · 1 pooled fund· $65.5M(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
$62.8M
39 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $18.6M | 28.3% | |
| CREF Stock R2 | — | — | — | $8.2M | 12.5% | |
| Vanguard 500 Index Admiral | — | — | — | $4.1M | 6.3% | |
| CREF Social Choice | — | — | — | $3.3M | 5.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 4.1% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $2.3M | 3.5% | |
| CREF Global Equities | — | — | — | $2.1M | 3.3% | |
| TIAA Nuveen Lifecycle 2045-Rtmt | — | — | — | $2.1M | 3.3% | |
| MFS Mid Cap Value Class R6 | — | — | — | $2.0M | 3.1% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $1.6M | 2.5% | |
| Vanguard Extended Market Index Admiral | — | — | — | $1.6M | 2.4% | |
| CREF Growth | — | — | — | $1.3M | 2.0% | |
| CREF Stock R4 | — | — | — | $1.3M | 2.0% | |
| TIAA Stable Value | — | — | — | $1.3M | 2.0% | |
| American Funds AF EuroPacific Growth Fund R6 | — | — | — | $1.3M | 2.0% | |
| CREF Equity Index | — | — | — | $1.2M | 1.9% | |
| TIAA Nuveen Lifecycle 2040-Rtmt | — | — | — | $1.2M | 1.8% | |
| TIAA Nuveen Lifecycle 2050-Rtmt | — | — | — | $1.2M | 1.8% | |
| TIAA Nuveen Lifecycle 2035-Rtmt | — | — | — | $853K | 1.3% | |
| CREF Inflation-Linked Bond | — | — | — | $796K | 1.2% | |
| Harbor Capital Harbor Capital Appreciatn Inst | — | — | — | $743K | 1.1% | |
| CREF Core Bond | — | — | — | $713K | 1.1% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $633K | 1.0% | |
| TIAA Nuveen Lifecycle 2055-Rtmt | — | — | — | $476K | 0.7% | |
| TIAA Nuveen Lifecycle 2025-Rtmt | — | — | — | $464K | 0.7% | |
| MFS MidCap Growth Fund R6 | — | — | — | $452K | 0.7% | |
| CREF Social Choice R4 | — | — | — | $435K | 0.7% | |
| TIAA Nuveen Lifecycle 2030-Rtmt | — | — | — | $396K | 0.6% | |
| TIAA Traditional Non Benefit Responsive 2 | — | — | — | $368K | 0.6% | |
| PGIM Total Return Bond | — | — | — | $334K | 0.5% | |
| TIAA Nuveen Lifecycle 2020-Rtmt | — | — | — | $278K | 0.4% | |
| TIAA Nuveen Core Equity Retirement 105 * TIAA Nuveen Lifecyle Rtmt Inc-Rtmt 116 * TIAA Nuveen Lifecycle 2010-Rtmt | — | — | — | $252K | 0.4% | |
| CREF Money Market | — | — | — | $185K | 0.3% | |
| Loomis Sayles Sml Cp Grw Instl | — | — | — | $149K | 0.2% | |
| TIAA Nuveen Lifecycle 2015-Rtmt | — | — | — | $126K | 0.2% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $116K | 0.2% | |
| TIAA Nuveen Lifecycle 2060-Rtmt | — | — | — | $113K | 0.2% | |
| TIAA Traditional Benefit Responsive | — | — | — | $44K | <0.1% | |
| TIAA Nuveen Lifecycle 2065-Rtmt | — | — | — | $9K | <0.1% | |
| TIAA Nuveen Large Cap Resp Eq Rtmt 90 Delaware Small Cap Value | — | — | — | $8K | <0.1% |
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