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Original filing (PDF)20250702114700NAL0012950049001
COLLEGE BOARD
Form 5500
FILING_RECEIVED
COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 2
40% in single holdingNo recordkeeper disclosed
Active participants
1,979
Accounts w/ balance
3,472
Plan assets (EOY)
$549.1M
Net assets (EOY)
$549.1M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "College Entrance Examination Board Tax-Deferred Annuity Plan Statements of Net Assets Available for Benefits December 31, 2024 2023 ASSETS Investments, at Fair Value Registered investment companies" is 40% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLEGE BOARD.
Plan sponsor
Name
COLLEGE BOARD
EIN
13-1623965
Address
250 VESEY STREET · NEW YORK, NY · 10281
Phone
(212) 713-8000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS | 26-0058143 | RALEIGH, NC | N/A | $27K | — |
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | N/A | $13K | — |
Investments
36 direct securities · 1 pooled fund· $1.0B(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
$1.0B
36 holdings
Pooled Separate Account
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Entrance Examination Board Tax-Deferred Annuity Plan Statements of Net Assets Available for Benefits December 31, 2024 2023 ASSETS Investments, at Fair Value Registered investment companies | — | — | $492.3M | $407.4M | 74.2% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS Vanguard Total St Mk Ix In Pl | — | — | $400K | $105.7M | 19.3% | |
| Investments, at Contract Value TIAA Traditional Annuity Account - benefit responsive | — | — | $48.9M | $51.7M | 9.4% | |
| UNALLOCATED CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity Account-benefit responsive | — | — | — | $48.9M | 8.9% | |
| Nuveen Lifecycle Ix 2040 R6 | — | — | $1.3M | $39.4M | 7.2% | |
| Nuveen Lifecycle Ix 2045 R6 | — | — | $1.2M | $36.6M | 6.7% | |
| CREF Stock R2 | — | — | $40K | $36.6M | 6.7% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | $232K | $29.5M | 5.4% | |
| Nuveen Lifecycle Ix 2035 R6 | — | — | $1.0M | $27.3M | 5.0% | |
| Nuveen Lifecycle Ix 2050 R6 | — | — | $780K | $24.6M | 4.5% | |
| Nuveen Lifecycle Ix 2030 R6 | — | — | $997K | $24.1M | 4.4% | |
| Vanguard S P S-C 600 Idx Inst | — | — | $54K | $23.2M | 4.2% | |
| CREF Growth R2 | — | — | $40K | $21.0M | 3.8% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | $2.0M | $18.8M | 3.4% | |
| CalvertUSLargeCapCoreRespIdxR6 | — | — | $296K | $15.1M | 2.7% | |
| Nuveen Lifecycle Ix 2055 R6 | — | — | $575K | $14.7M | 2.7% | |
| Nuveen Lifecycle Ix 2025 R6 | — | — | $447K | $9.5M | 1.7% | |
| CREF Equity Index R2 | — | — | $18K | $9.4M | 1.7% | |
| Vanguard Treasury MoneyMarket Inv | — | — | $8.8M | $8.8M | 1.6% | |
| Vanguard Emerging Markets Stk Idx Inst | — | — | $276K | $7.7M | 1.4% | |
| Vanguard Real Estate Idx Inst | — | — | $369K | $7.2M | 1.3% | |
| Nuveen Lifecycle Ix 2060 R6 | — | — | $346K | $6.8M | 1.2% | |
| Vanguard Infl Protect Sec Inst | — | — | $624K | $5.7M | 1.0% | |
| CREF Global Equities R2 | — | — | $16K | $5.5M | 1.0% | |
| Nuveen Lifecycle Ix 2020 R6 | — | — | $244K | $4.6M | 0.8% | |
| REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $9K | $4.2M | 0.8% | |
| CREF Money Market R2 | — | — | $119K | $3.5M | 0.6% | |
| 9.50% with maturities through 2033 | — | — | — | $2.7M | 0.5% | |
| Nuveen Lifecycle Ix 2015 R6 | — | — | $96K | $1.6M | 0.3% | |
| CREF Social Choice R2 | — | — | $4K | $1.5M | 0.3% | |
| CREF Core Bond R2 | — | — | $9K | $1.2M | 0.2% | |
| CREF Inflation-Linked Bond R2 | — | — | $14K | $1.2M | 0.2% | |
| UNALLOCATED CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account-non benefit responsive | — | — | — | $920K | 0.2% | |
| Nuveen Lifecycle Ix 2010 R6 | — | — | $50K | $808K | 0.1% | |
| TIAA Traditional Annuity Account - non benefit responsive | — | — | $920K | $664K | 0.1% | |
| Nuveen Lifecycle Ix 2065 R6 | — | — | $26K | $373K | <0.1% | |
| Nuveen Lifecycle Ix Retirement Inc R6 | — | — | $17K | $275K | <0.1% |