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Original filing (PDF)20260223094343NAL0001082433001
RUSSELL SAGE FOUNDATION
Form 5500
FILING_RECEIVED
RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN
403(b) retirement plan
Active participants
37
Accounts w/ balance
152
Plan assets (EOY)
$50.7M
Net assets (EOY)
$50.7M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSSELL SAGE FOUNDATION.
Plan sponsor
Name
RUSSELL SAGE FOUNDATION
EIN
13-1635303
Address
112 EAST 64TH STREET · NEW YORK, NY · 10065
Phone
(212) 750-6000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-23
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $7K | — |
Investments
48 direct securities · 1 pooled fund· $50.7M(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
$50.1M
48 holdings
Pooled Separate Account
$651K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES SHARES/UNITS Vanguard 500 Idx Adm | — | — | $16K | $10.1M | 19.9% | |
| UNALLOCATED CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account | — | — | — | $7.7M | 15.2% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | $167K | $5.1M | 10.1% | |
| Nuveen Internatl Eq Idx R6 143,438 ` | — | — | — | $4.0M | 7.8% | |
| Vanguard Federal Money Mkt Inv | — | — | $3.7M | $3.7M | 7.3% | |
| CREF Stock R1 | — | — | $3K | $3.2M | 6.3% | |
| Nuveen Equity Index R6 | — | — | $64K | $3.0M | 5.9% | |
| UNALLOCATED CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity Account | — | — | — | $2.0M | 4.0% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | $197K | $1.9M | 3.8% | |
| Nuveen LfCycle Ix 2030 R6 | — | — | $62K | $1.7M | 3.4% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | $34K | $815K | 1.6% | |
| Nuveen LfCycle Ix 2040 R6 | — | — | $24K | $803K | 1.6% | |
| Nuveen LfCycle Ix 2045 R6 | — | — | $21K | $768K | 1.5% | |
| CREF Growth R1 | — | — | $1K | $725K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $651K | 1.3% | |
| CREF Equity Index R1 | — | — | $1K | $635K | 1.3% | |
| Nuveen LfCycle Ix 2015 R6 | — | — | $28K | $521K | 1.0% | |
| Nuveen Large Cap Resp Eq R6 | — | — | $16K | $487K | 1.0% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | $7K | $482K | 0.9% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | $12K | $436K | 0.9% | |
| CREF Global Equities R1 980 | — | — | — | $390K | 0.8% | |
| Vanguard Ttl Intl Bnd Idx Adm | — | — | $15K | $294K | 0.6% | |
| Nuveen LfCycle Ix 2060 R6 | — | — | $12K | $288K | 0.6% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | $6K | $179K | 0.4% | |
| CREF Social Choice R1 244 | — | — | — | $99K | 0.2% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | $1K | $91K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 895 | — | — | — | $78K | 0.2% | |
| CREF Money Market R1 | — | — | $2K | $70K | 0.1% | |
| with maturities through 2027 | — | — | — | $65K | 0.1% | |
| TIAA Access Nuv Intl Equity T4 | — | — | $1K | $63K | 0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 589 | — | — | — | $49K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | $3K | $43K | <0.1% | |
| CREF Core Bond R1 291 | — | — | — | $41K | <0.1% | |
| TIAA Access Nuv Lrg Cap Val T4 421 | — | — | — | $35K | <0.1% | |
| Nuveen LfCycle Ix 2010 R6 | — | — | $2K | $33K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T4 299 | — | — | — | $24K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 447 | — | — | — | $24K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 492 | — | — | — | $21K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 198 | — | — | — | $20K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 85 | — | — | — | $17K | <0.1% | |
| CREF Inflation-Linked Bond R1 155 | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 79 | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Core Equity T4 51 | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 59 | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv Qnt MdCpGrw T4 65 | — | — | — | $6K | <0.1% | |
| TIAA Access Nuv Core Bond T4 91 | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Infl Lnk Bd T4 61 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 28 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Money Mkt T4 44 | — | — | — | $1K | <0.1% |
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