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Original filing (PDF)20260311155433NAL0005772192001
WGBH EDUCATIONAL FOUNDATION
Form 5500
FILING_RECEIVED
THE WGBH EDUCATIONAL FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 3.8 mo
Active participants
896
Accounts w/ balance
1,805
Plan assets (EOY)
$361.3M
Net assets (EOY)
$361.3M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WGBH EDUCATIONAL FOUNDATION.
Plan sponsor
Name
WGBH EDUCATIONAL FOUNDATION
EIN
04-2104397
Address
ONE GUEST STREET · BOSTON, MA · 02135
Phone
(617) 300-3746
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT INST. OPERATION | 04-3532603 | — | RECORDKEEPING | $190K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISOR | 82-1434504 | — | INV. ADVISORY | $38K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER | 04-3499945 | — | LEGAL | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | CONTRACT | $57K | — |
Investments
50 direct securities · 1 pooled fund· $360.9M(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
$354.6M
50 holdings
Pooled Separate Account
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Account Guaranteed insurance contract | — | — | — | $46.9M | 13.0% | |
| CREF Stock R2 Variable annuity contract | — | — | — | $46.3M | 12.8% | |
| Putnam Large Cap Growth R6 Fund " | — | — | — | $43.2M | 12.0% | |
| Fidelity 500 Index Fund " | — | — | — | $21.2M | 5.9% | |
| CREF Growth R2 " | — | — | — | $14.2M | 3.9% | |
| Vanguard 500 Index Fund " | — | — | — | $13.1M | 3.6% | |
| State Street Target Retirement 2040 K Fund " | — | — | — | $12.4M | 3.4% | |
| State Street Target Retirement 2035 K Fund " | — | — | — | $11.8M | 3.3% | |
| TIAA Traditional Benefit-Responsive Guaranteed insurance contract | — | — | — | $11.3M | 3.1% | |
| CREF Social Choice R2 " | — | — | — | $9.8M | 2.7% | |
| State Street Target Retirement 2030 K Fund " | — | — | — | $8.8M | 2.4% | |
| JPMorgan Equity Income Fund Class R6 " | — | — | — | $7.8M | 2.2% | |
| State Street Target Retirement 2025 K Fund " | — | — | — | $7.1M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.3M | 1.8% | |
| CREF Global Equities R2 " | — | — | — | $6.0M | 1.7% | |
| State Street Target Retirement 2050 K Fund " | — | — | — | $5.9M | 1.6% | |
| Vanguard Small-Cap Index Fund " | — | — | — | $5.9M | 1.6% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $5.9M | 1.6% | |
| State Street Target Retirement 2055 K Fund " | — | — | — | $5.2M | 1.4% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $5.1M | 1.4% | |
| CREF Equity Index R2 " | — | — | — | $5.0M | 1.4% | |
| State Street Target Retirement 2045 K Fund " | — | — | — | $4.6M | 1.3% | |
| Vanguard Total International Stock Index Adm Fund " | — | — | — | $4.4M | 1.2% | |
| Fidelity Government Money Market Fund " ** 160 * Fidelity Balanced K Fund " | — | — | — | $4.2M | 1.2% | |
| State Street Target Retirement 2020 K Fund " | — | — | — | $4.1M | 1.1% | |
| MFS International Growth R6 Fund " | — | — | — | $4.1M | 1.1% | |
| Fidelity US Bond Index Fund " | — | — | — | $3.8M | 1.1% | |
| BlackRock High Yield Class K Fund " | — | — | — | $3.4M | 0.9% | |
| Pioneer Bond K Fund " | — | — | — | $3.1M | 0.9% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $3.0M | 0.8% | |
| Vanguard Federal Money Market Fund " | — | — | — | $2.8M | 0.8% | |
| State Street Target Retirement 2060 K Fund " | — | — | — | $2.8M | 0.8% | |
| PIMCO Real Return Fund " | — | — | — | $2.5M | 0.7% | |
| Invesco Developing Markets R6 Fund " | — | — | — | $1.9M | 0.5% | |
| Fidelity Global ex US Index Fund " | — | — | — | $1.8M | 0.5% | |
| Fidelity Small Cap Index Fund " | — | — | — | $1.8M | 0.5% | |
| American Century Mid Cap Value Fund Class R6 " | — | — | — | $1.7M | 0.5% | |
| DFA US Targeted Value Portfolio Fund Mutual fund | — | — | — | $1.7M | 0.5% | |
| CREF Core Bond R2 " | — | — | — | $1.6M | 0.4% | |
| Vanguard Explorer Fund " | — | — | — | $1.4M | 0.4% | |
| State Street Target Retirement K Fund " | — | — | — | $1.2M | 0.3% | |
| CREF Money Market R2 " | — | — | — | $1.2M | 0.3% | |
| Fidelity Brokeragelink Self-directed brokerage account | — | — | — | $927K | 0.3% | |
| Vanguard Emerging Market Stock Index Adm Fund " | — | — | — | $692K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | — | — | — | $646K | 0.2% | |
| Invesco International Small-Mid Co R6 Fund " | — | — | — | $643K | 0.2% | |
| CREF Inflation-Linked Bond R2 " | — | — | — | $612K | 0.2% | |
| BWGLOBAL Global Opps Bd IS " | — | — | — | $510K | 0.1% | |
| DFA International Value Portfolio Fund " | — | — | — | $482K | 0.1% | |
| State Street Target Retirement 2065 K Fund " | — | — | — | $245K | <0.1% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $38K | <0.1% |