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Original filing (PDF)20260210160012NAL0002889377001
PRATT INSTITUTE
Form 5500
FILING_RECEIVED
PRATT INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.8 moNo recordkeeper disclosed
Active participants
989
Accounts w/ balance
1,775
Plan assets (EOY)
$258.4M
Net assets (EOY)
$258.3M
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)
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
89
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRATT INSTITUTE.
Plan sponsor
Name
PRATT INSTITUTE
EIN
11-1630822
Address
200 WILLOUGHBY AVENUE · BROOKLYN, NY · 11205
Phone
(718) 636-3600
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
2026-02-10
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
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $73K | — |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | NONE | $42K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $33K | — |
Investments
44 direct securities · 1 pooled fund· $258.4M(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
$250.2M
44 holdings
Pooled Separate Account
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | — | — | — | $54.7M | 21.2% | |
| CREF Stock R2 | — | — | — | $33.8M | 13.1% | |
| Vanguard 500 Idx Adm | — | — | — | $14.2M | 5.5% | |
| TIAA Traditional Benefit Responsive | — | — | — | $10.2M | 3.9% | |
| TIAA-CREF Nuveen Internatl Eq Idx R6 | — | — | — | $10.1M | 3.9% | |
| TIAA-CREF Nuveen Lifecycle 2040 R6 | — | — | — | $8.6M | 3.3% | |
| CREF Equity Index R2 | — | — | — | $8.5M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.1M | 3.2% | |
| TIAA-CREF Nuveen Lifecycle 2045 R6 | — | — | — | $7.9M | 3.1% | |
| TIAA-CREF Nuveen Lifecycle 2035 R6 | — | — | — | $7.8M | 3.0% | |
| CREF Growth R2 | — | — | — | $7.4M | 2.9% | |
| CREF Social Choice R2 | — | — | — | $7.3M | 2.8% | |
| TIAA-CREF Nuveen Lifecycle 2030 R6 | — | — | — | $6.5M | 2.5% | |
| TIAA-CREF Nuveen Lifecycle 2025 R6 | — | — | — | $6.2M | 2.4% | |
| TIAA-CREF Nuveen Lifecycle 2050 R6 | — | — | — | $5.7M | 2.2% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $5.0M | 1.9% | |
| Wells Fargo Funds Allspring Spec MidCap Val Inst | — | — | — | $4.7M | 1.8% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $4.7M | 1.8% | |
| Columbia Threadneedle Columbia Dividend Income Inst3 | — | — | — | $3.9M | 1.5% | |
| CREF Bond Market R2 | — | — | — | $3.8M | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $3.6M | 1.4% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $3.6M | 1.4% | |
| TIAA-CREF Nuveen Lifecycle 2020 R6 | — | — | — | $3.2M | 1.3% | |
| Delaware Funds by Macquarie Delaware Emerging Markets Inst | — | — | — | $3.2M | 1.2% | |
| T. Rowe T Rowe Div Mid Cap Growth I | — | — | — | $3.2M | 1.2% | |
| TIAA-CREF Nuveen Lifecycle 2015 R6 | — | — | — | $3.1M | 1.2% | |
| CREF Money Market R2 | — | — | — | $3.0M | 1.2% | |
| TIAA-CREF Nuveen Lifecycle 2055 R6 | — | — | — | $2.4M | 0.9% | |
| CREF Global Equities R2 | — | — | — | $2.3M | 0.9% | |
| JPMorgan Income Fund R6 | — | — | — | $2.1M | 0.8% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $1.8M | 0.7% | |
| Virtus KAR Small Cap Grw R6 | — | — | — | $1.3M | 0.5% | |
| Participant notes receivable Interest rate ranging from * 4.25% to 9.50% with maturities from 2025 to 2034 | — | — | — | $1.2M | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2010 R6 | — | — | — | $1.2M | 0.4% | |
| Victory Capital Victory Integrity Sm-Cp Val R6 | — | — | — | $1.1M | 0.4% | |
| Calvert Research and Management CalvertUSLargeCapCoreRespIdxR6 | — | — | — | $847K | 0.3% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $791K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2060 R6 | — | — | — | $512K | 0.2% | |
| TIAA Plan Loan Default Fund | — | — | — | $392K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle Ret Inc R6 | — | — | — | $126K | <0.1% | |
| Calvert Research and Management Calvert Interntl Resp Index R6 | — | — | — | $70K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | — | — | — | $64K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2065 R6 | — | — | — | $56K | <0.1% | |
| Calvert Research and Management Calvert Core Bond Fund I | — | — | — | $7K | <0.1% | |
| Impax Asset Management Impax Sustain Allocation Instl | — | — | — | $5K | <0.1% |