Original filing (PDF)20251009132457NAL0011030480001

Colorado Christian University

Name: Colorado Christian University — Colorado Christian, Form 5500 (2024)
Creator: Colorado Christian University
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Colorado Christian University 403(b) Retirement Plan

403(b) retirement plan · Colorado Christian University's Colorado Christian University 403(b) Retirement Plan held $46.9M in plan assets for 1,160 participants in 2024, with Transamerica as recordkeeper.

Active participants

1,160

Accounts w/ balance

928

Plan assets (EOY)

$46.9M

Net assets (EOY)

$46.9M

How this plan invests

This plan

1 pooled trust

Schedule D

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLORADO CHRISTIAN UNIVERSITY.

Plan sponsor

Name

COLORADO CHRISTIAN UNIVERSITY

EIN

84-0442429all filings

Address

8787 WEST ALAMEDA AVENUE · LAKEWOOD, CO · 802262824

Phone

(303) 963-3000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

109

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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

FORVIS MAZARS LLP

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$78K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISORS LLC	36-3258176	—	CONSULTANT	$54K	—

Investments

56 direct securities · 1 pooled fund· $46.6M(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.

Other securities

$28.6M

17 holdings

Mutual Funds

$12.2M

33 holdings

Common Collective Trusts

$4.7M

3 holdings

Common Stocks

$665K

1 holding

Bonds / Notes

$259K

1 holding

Pooled Separate Account

$225K

1 holding

Cash / Money Market

$17K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$4.1M	8.8%
T. Rowe Price Ret 2030 I Mutual Fund	Other securities	—	—	$3.9M	8.4%
T. Rowe Price Ret 2050 I Mutual Fund	Other securities	—	—	$3.8M	8.0%
T. Rowe Price Ret 2045 I Mutual Fund	Other securities	—	—	$3.0M	6.4%
T. Rowe Price Ret 2035 I Mutual Fund	Other securities	—	—	$3.0M	6.4%
T. Rowe Price Ret 2040 I Mutual Fund	Other securities	—	—	$3.0M	6.4%
T. Rowe Price Ret 2025 I Mutual Fund	Other securities	—	—	$2.5M	5.4%
TIAA Traditional Non Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$2.5M	5.3%
CREF Stock R1 Variable Annuity Contract	Mutual Funds	—	—	$2.0M	4.4%
T. Rowe Price Ret 2055 I Mutual Fund	Other securities	—	—	$1.9M	3.9%
CREF Growth R1 Variable Annuity Contract	Mutual Funds	—	—	$1.7M	3.6%
Fidelity Intl Index Mutual Fund	Mutual Funds	—	—	$1.4M	2.9%
JPMorgan Lg Cap Gr R6 Mutual Fund	Other securities	—	—	$1.3M	2.9%
T. Rowe Price Ret 2060 I Mutual Fund	Other securities	—	—	$1.2M	2.6%
Transamerica Guaranteed Inv Option Fixed Annuity Contract	Other securities	—	—	$1.1M	2.4%
T. Rowe Price Ret 2020 I Mutual Fund	Other securities	—	—	$1.0M	2.2%
PGIM Total Return Bd Z Mutual Fund	Other securities	—	—	$937K	2.0%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$784K	1.7%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$695K	1.5%
Columbia Dividend Inc Inst Mutual Fund	Common Stocks	—	—	$665K	1.4%
T. Rowe Price Ret 2015 I Mutual Fund	Other securities	—	—	$540K	1.2%
CREF Equity Index R1 Variable Annuity Contract	Common Collective Trusts	—	—	$526K	1.1%
CREF Global Equities R1 Variable Annuity Contract	Mutual Funds	—	—	$523K	1.1%
Nuveen Real Estate Sec Inst Mutual Fund	Mutual Funds	—	—	$486K	1.0%
Victory Sycamore Est Val A Mutual Fund	Other securities	—	—	$458K	1.0%
CREF Social Choice R1 Variable Annuity Contract	Mutual Funds	—	—	$407K	0.9%
T. Rowe Price Ret Balanced I Mutual Fund	Other securities	—	—	$376K	0.8%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$298K	0.6%
Principal Small Cap Gr I Inst Mutual Fund	Other securities	—	—	$281K	0.6%
Various maturity dates through 2029; interest rates ranging * Participant Loans from 3.50% to 8.50%	Bonds / Notes	—	—	$259K	0.6%
TIAA Traditional Benefit Responsive Fixed Annuity Contract	Mutual Funds	—	—	$251K	0.5%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$225K	0.5%
T. Rowe Price Intl Discovery I Mutual Fund	Other securities	—	—	$211K	0.5%
TIAA Traditional Non Benefit Responsive 2 Fixed Annuity Contract	Mutual Funds	—	—	$183K	0.4%
TIAA Access Nuv LifCyc 2045 T4 Variable Annuity Contract	Mutual Funds	—	—	$152K	0.3%
CREF Core Bond R1 Variable Annuity Contract	Mutual Funds	—	—	$139K	0.3%
TIAA Access Nuv LifCyc 2025 T4 Variable Annuity Contract	Mutual Funds	—	—	$94K	0.2%
CREF Money Market R1 Variable Annuity Contract	Mutual Funds	—	—	$89K	0.2%
CREF Inflation-Linked Bond R1 Variable Annuity Contract	Mutual Funds	—	—	$82K	0.2%
TIAA Access Nuv LifCyc 2035 T4 Variable Annuity Contract	Mutual Funds	—	—	$58K	0.1%
TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuity Contract	Mutual Funds	—	—	$46K	<0.1%
TIAA Access Nuv LifCyc 2040 T4 Variable Annuity Contract	Mutual Funds	—	—	$44K	<0.1%
TIAA Access Nuv Intl Equity T4 Variable Annuity Contract	Mutual Funds	—	—	$39K	<0.1%
TIAA Access Nuv Lrg Cap Gr T4 Variable Annuity Contract	Mutual Funds	—	—	$37K	<0.1%
TIAA Access Nuv Mid Cap Val T4 Variable Annuity Contract	Mutual Funds	—	—	$34K	<0.1%
TIAA Access Nuv LifCyc 2050 T4 Variable Annuity Contract	Mutual Funds	—	—	$29K	<0.1%
TIAA Access Nuv Lrg Cap Val T4 Variable Annuity Contract	Mutual Funds	—	—	$25K	<0.1%
State Street Instl US Govt Money Mkt Premier Mutual Fund	Cash / Money Market	—	—	$17K	<0.1%
TIAA Access Nuv Mid Cap Grw T4 Variable Annuity Contract	Mutual Funds	—	—	$13K	<0.1%
TIAA Access Nuv LifCyc 2030 T4 Variable Annuity Contract	Mutual Funds	—	—	$12K	<0.1%