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Original filing (PDF)20250812160834NAL0004416131001
WESTERN SEMINARY
Form 5500
FILING_RECEIVED
WESTERN SEMINARY 403(B) PLAN
403(b) retirement plan
Active participants
89
Accounts w/ balance
141
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
45 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 WESTERN SEMINARY.
Plan sponsor
Name
WESTERN SEMINARY
EIN
93-0429022
Address
5511 SE HAWTHORNE BLVD · PORTLAND, OR · 972153367
Phone
(503) 517-1800
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS | 27-3055170 | OVERLAND PARK, KS | NONE | $8K | — |
| COULTER & JUSTUS | 62-1532536 | KNOXVILLE, TN | NONE | $7K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | WHITE PLAINS, NY | NONE | $7K | — |
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $3K | — |
Investments
44 direct securities · 1 pooled fund· $5.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.1M
44 holdings
Pooled Separate Account
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street State Street Equity 500 Indx K (1) | — | — | — | $624K | 12.2% | |
| TIAA Traditional Non Benefit Responsive (1) | — | — | — | $573K | 11.2% | |
| TIAA Traditional Benefit Responsive 2 (1) | — | — | — | $572K | 11.2% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 (1) | — | — | — | $554K | 10.8% | |
| CREF Growth R1 (1) | — | — | — | $452K | 8.8% | |
| CREF Social Choice R1 (1) | — | — | — | $320K | 6.3% | |
| TIAA Traditional Benefit Responsive (1) | — | — | — | $253K | 4.9% | |
| DFA LTIP Port Institutional (1) | — | — | — | $245K | 4.8% | |
| CREF Stock R1 (1) | — | — | — | $225K | 4.4% | |
| State Street State Street Sm Md Cp Eq Idx K (1) | — | — | — | $151K | 3.0% | |
| CREF Global Equities R1 (1) | — | — | — | $127K | 2.5% | |
| Schwab S&P 500 Index Fund (1) | — | — | — | $98K | 1.9% | |
| CREF Equity Index R1 (1) | — | — | — | $96K | 1.9% | |
| Vanguard Ttl Intl Bnd Idx Adm (1) | — | — | — | $82K | 1.6% | |
| TIAA Access Nuv LifCyc 2025 T4 (1) | — | — | — | $77K | 1.5% | |
| TIAA Traditional Non Benefit Responsive 2 (1) | — | — | — | $67K | 1.3% | |
| TIAA Access Nuv LifCyc 2040 T4 (1) | — | — | — | $60K | 1.2% | |
| Vanguard Growth Index Adm (1) | — | — | — | $48K | 0.9% | |
| State Street State Street Aggrgte Bnd Idx K (1) | — | — | — | $47K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1627203 / PN 004 | Pooled Separate Account | — | — | $44K | 0.9% | |
| CREF Money Market R1 (1) | — | — | — | $42K | 0.8% | |
| Vanguard Small-Cap Idx Adm (1) | — | — | — | $42K | 0.8% | |
| TIAA Access Nuv Intl Equity T4 (1) | — | — | — | $41K | 0.8% | |
| TIAA Access Nuv LifCyc 2020 T4 (1) | — | — | — | $33K | 0.6% | |
| CREF Core Bond R1 (1) | — | — | — | $32K | 0.6% | |
| TIAA Access Nuv LifCyc 2050 T4 (1) | — | — | — | $30K | 0.6% | |
| TIAA Access Nuv LifCyc 2035 T4 (1) | — | — | — | $25K | 0.5% | |
| TIAA Access Nuv Lrg Cap Val T4 (1) | — | — | — | $24K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 (1) 241 *TIAA TIAA Access Nuv Qt Sm Cp Eq T4 (1) | — | — | — | $22K | 0.4% | |
| TIAA Access Nuv Mid Cap Grw T4 (1) 655 *TIAA TIAA Access Nuv Mid Cap Val T4 (1) | — | — | — | $20K | 0.4% | |
| CREF Inflation-Linked Bond R1 (1) | — | — | — | $18K | 0.3% | |
| TIAA Access Nuv Rlestsecsel T4 (1) | — | — | — | $11K | 0.2% | |
| Vanguard Extended Mkt Idx Adm (1) | — | — | — | $10K | 0.2% | |
| TIAA Access Nuv Core Pl Bd T4 (1) | — | — | — | $9K | 0.2% | |
| TIAA Access Nuv Lrg Cap Gr T4 (1) | — | — | — | $9K | 0.2% | |
| Participant note receivable Loan bearing interest at a rate of 8%, to be repaid through 2026 - | — | — | — | $8K | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T4 (1) | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv Core Equity T4 (1) | — | — | — | $4K | <0.1% | |
| Vanguard FTSE Social Index Adm (1) | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv LifCyc 2055 T4 (1) | — | — | — | $2K | <0.1% | |
| Vanguard Ttl Intl Stk Idx Adm (1) | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 (1) | — | — | — | $1K | <0.1% | |
| TIAA Access Nuv Lifcyc 2010 T4 (1) 130 *TIAA TIAA Access Nuv LifCyc 2015 T4 (1) | — | — | — | $1K | <0.1% | |
| Vanguard Small-Cap Val Idx Adm (1) | — | — | — | $1K | <0.1% | |
| Vanguard Emr Mkts Stk Idx Adm (1) | — | — | — | $1K | <0.1% |
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