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Original filing (PDF)20251014121219NAL0001356291001
THE REED COLLEGE
Form 5500
FILING_RECEIVED
REED COLLEGE RETIREMENT PLAN
403(b) retirement plan
Active participants
653
Accounts w/ balance
1,482
Plan assets (EOY)
$254.9M
Net assets (EOY)
$254.9M
How this plan invests
This plan
1 pooled trust
Schedule D
43 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE REED COLLEGE.
Plan sponsor
Name
THE REED COLLEGE
EIN
93-0386908
Address
3203 SE WOODSTOCK BLVD. · PORTLAND, OR · 97202
Phone
(503) 788-6648
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPA'S LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $159K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC. | 20-0361079 | — | ADVISOR | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | TPA | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & COMPANY CPAS, LLP | 47-5324570 | — | AUDITOR | $16K | — |
Investments
42 direct securities · 1 pooled fund· $254.2M(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
$250.7M
42 holdings
Pooled Separate Account
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contracts | — | — | — | $33.5M | 13.1% | |
| CREF Stock R2 Variable Annuity Contracts | — | — | — | $27.9M | 10.9% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contracts | — | — | — | $16.0M | 6.3% | |
| Vanguard Total Stock Market Index Institutional Registered Investment Companies | — | — | — | $13.8M | 5.4% | |
| Vanguard Target Retirement 2040 Registered Investment Companies | — | — | — | $12.3M | 4.8% | |
| Vanguard Target Retirement 2035 Registered Investment Companies | — | — | — | $11.8M | 4.6% | |
| CREF Social Choice R2 Variable Annuity Contracts | — | — | — | $10.8M | 4.2% | |
| Vanguard Total International Stock Index Institutional Registered Investment Companies | — | — | — | $10.0M | 3.9% | |
| Vanguard Target Retirement 2045 Registered Investment Companies | — | — | — | $9.2M | 3.6% | |
| CREF Growth R2 Variable Annuity Contracts | — | — | — | $9.2M | 3.6% | |
| Vanguard Growth Index Institutional Registered Investment Companies | — | — | — | $8.7M | 3.4% | |
| Vanguard Institutional Index Registered Investment Companies | — | — | — | $7.7M | 3.0% | |
| Vanguard Value Index Institutional Registered Investment Companies | — | — | — | $7.1M | 2.8% | |
| CREF Social Choice R4 Variable Annuity Contracts | — | — | — | $7.0M | 2.7% | |
| Vanguard Target Retirement 2050 Registered Investment Companies | — | — | — | $6.8M | 2.7% | |
| Vanguard Extended Market Index Institutional Registered Investment Companies | — | — | — | $6.6M | 2.6% | |
| Vanguard Target Retirement 2030 Registered Investment Companies | — | — | — | $6.0M | 2.4% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Companies | — | — | — | $5.2M | 2.1% | |
| Nuveen Large Cap Resp Eq R6 Registered Investment Companies | — | — | — | $4.8M | 1.9% | |
| CREF Equity Index R2 Variable Annuity Contracts | — | — | — | $3.5M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.4M | 1.3% | |
| CREF Global Equities R2 Variable Annuity Contracts | — | — | — | $3.3M | 1.3% | |
| Vanguard Real Estate Index Admiral Registered Investment Companies | — | — | — | $3.2M | 1.3% | |
| American Europac Growth R6 Registered Investment Companies | — | — | — | $3.1M | 1.2% | |
| Vanguard Target Retirement 2055 Registered Investment Companies | — | — | — | $2.9M | 1.1% | |
| American Funds Century MidCap Value Fund Class R6 Registered Investment Companies | — | — | — | $2.9M | 1.1% | |
| Vanguard Inflation Protected Securities Admiral Registered Investment Companies | — | — | — | $2.7M | 1.1% | |
| CREF Core Bond R2 Variable Annuity Contracts | — | — | — | $1.9M | 0.8% | |
| Vanguard Target Retirement 2025 Registered Investment Companies | — | — | — | $1.6M | 0.6% | |
| Vanguard Target Retirement 2060 Registered Investment Companies | — | — | — | $1.6M | 0.6% | |
| Vanguard Target Retirement 2020 Registered Investment Companies | — | — | — | $1.3M | 0.5% | |
| Baird Core Plus Bond Fund Inst Registered Investment Companies | — | — | — | $1.2M | 0.5% | |
| CREF Inflation-Linked Bond R2 Variable Annuity Contracts | — | — | — | $1.1M | 0.4% | |
| Vanguard Federal Money Market Registered Investment Companies | — | — | — | $1.1M | 0.4% | |
| CREF Money Market R2 Variable Annuity Contracts | — | — | — | $1.0M | 0.4% | |
| DFA International Small Company I Registered Investment Companies | — | — | — | $964K | 0.4% | |
| Carillon Eagle Mid Cap Growth R6 Registered Investment Companies | — | — | — | $942K | 0.4% | |
| Vanguard Target Retirement Income Registered Investment Companies | — | — | — | $898K | 0.4% | |
| Conestoga Small Cap Institutional Registered Investment Companies | — | — | — | $567K | 0.2% | |
| Northern Small Cap Value Fund Registered Investment Companies | — | — | — | $377K | 0.1% | |
| Vanguard Target Retirement 2065 Registered Investment Companies | — | — | — | $226K | <0.1% | |
| and Maturity Dates from * Participant Loans March 2025 to November 2029 - | — | — | — | $99K | <0.1% | |
| Vanguard Target Retirement 2070 Registered Investment Companies | — | — | — | $6K | <0.1% |