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Original filing (PDF)20251016122815NAL0003185139001
MYSTIC SEAPORT MUSEUM, INC.
Form 5500
FILING_RECEIVED
MYSTIC SEAPORT MUSEUM DC RETIREMENT PLAN
403(b) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
222
Accounts w/ balance
508
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Variable annuity contracts * CREF CREF Stock Account R2" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MYSTIC SEAPORT MUSEUM, INC..
Plan sponsor
Name
MYSTIC SEAPORT MUSEUM, INC.
EIN
06-0653120
Address
75 GREENMANVILLE AVE · PO BOX 6000 · MYSTIC, CT · 06355
Phone
(860) 572-0711
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
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
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INS & ANNUITY | 13-1624203 | — | NONE | $11K | — |
Investments
26 direct securities · 1 pooled fund· $26.8M(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
$24.6M
25 holdings
Mutual Funds
$1.2M
1 holding
Pooled Separate Account
$941K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Variable annuity contracts * CREF Stock Account R2 | — | — | — | $6.7M | 25.1% | |
| Fixed annuity contracts * TIAA TIAA-Traditional Annuity Account - Non-Fully Benefit-Responsive | — | — | — | $5.8M | 21.8% | |
| TIAA TIAA-Traditional Annuity Account - Fully Benefit-Responsive | — | — | — | $2.7M | 9.9% | |
| CREF Growth Account R2 | — | — | — | $1.4M | 5.4% | |
| Vanguard 500 Index Fund | Mutual Funds | — | — | $1.2M | 4.5% | |
| CREF Equity Index Account R2 | — | — | — | $1.2M | 4.3% | |
| CREF Global Equities Account R2 | — | — | — | $1.0M | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $941K | 3.5% | |
| American Funds American EuroPacific Growth R6 Fund | — | — | — | $795K | 3.0% | |
| CREF Social Choice Account R2 | — | — | — | $735K | 2.7% | |
| TIAA-CREF CREF Stock Account R4 | — | — | — | $648K | 2.4% | |
| CREF Inflation-Linked Bond Account R2 | — | — | — | $530K | 2.0% | |
| Nuveen Small Cap Bld Idx R6 | — | — | — | $484K | 1.8% | |
| CREF Money Market Account R2 | — | — | — | $459K | 1.7% | |
| CREF Core Bond Account R2 | — | — | — | $404K | 1.5% | |
| Harbor Capital Harbor Capital Appreciation Fund | — | — | — | $343K | 1.3% | |
| TIAA-CREF CREF Social Choice Account R4 | — | — | — | $283K | 1.1% | |
| Calvert Core Bond Fund I | — | — | — | $251K | 0.9% | |
| Nuveen Money Market Retirement | — | — | — | $242K | 0.9% | |
| TIAA-CREF CREF Inflation-Linked Bond Account R4 | — | — | — | $183K | 0.7% | |
| TIAA-CREF CREF Core Bond Account R4 | — | — | — | $138K | 0.5% | |
| dates, secured by participant account balances | — | — | — | $83K | 0.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $68K | 0.3% | |
| CREF Global Equities R4 | — | — | — | $43K | 0.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $41K | 0.2% | |
| CREF Growth R4 | — | — | — | $24K | <0.1% | |
| Victory Capital Victory Integrity Small-Cap Value Fund | — | — | — | $6K | <0.1% |