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Original filing (PDF)20251008190842NAL0003214435001
AMERICAN INSTITUTE OF PHYSICS
Form 5500
FILING_RECEIVED
THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
234
Accounts w/ balance
530
Plan assets (EOY)
$75.7M
Net assets (EOY)
$75.7M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN INSTITUTE OF PHYSICS.
Plan sponsor
Name
AMERICAN INSTITUTE OF PHYSICS
EIN
13-1667053
Address
1 PHYSICS ELLIPSE · COLLEGE PARK, MD · 207403841
Phone
(301) 209-3100
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | — | $14K | — |
Investments
36 direct securities · 1 pooled fund· $75.7M(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
$72.5M
36 holdings
Pooled Separate Account
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * TIAA-CREF TIAA Traditional (fully benefit responsive) - | — | — | — | $15.7M | 20.7% | |
| CREF Stock (R2) - | — | — | — | $10.8M | 14.3% | |
| CREF Growth (R2) - | — | — | — | $10.5M | 13.8% | |
| CREF Equity Index (R2) - | — | — | — | $6.0M | 8.0% | |
| CREF Global Equities (R2) - | — | — | — | $3.7M | 4.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 4.3% | |
| Schwab Total Stock Market Index - | — | — | — | $2.5M | 3.3% | |
| CREF Social Choice (R2) - | — | — | — | $2.4M | 3.2% | |
| Blackrock Adv Small Cap Core K - | — | — | — | $1.8M | 2.4% | |
| CREF Core Bond (R2) - | — | — | — | $1.5M | 2.0% | |
| State Street Aggregate Bond Index Fund Class K - | — | — | — | $1.5M | 1.9% | |
| CREF Global Equities (R4) - | — | — | — | $1.4M | 1.8% | |
| CREF Stock (R4) - | — | — | — | $1.2M | 1.6% | |
| TIAA-CREF Nuveen Lifecycle 2030 (R6) - | — | — | — | $1.2M | 1.6% | |
| CREF Growth (R4) - | — | — | — | $1.1M | 1.4% | |
| TIAA-CREF Nuveen Lifecycle 2035 (R6) - | — | — | — | $1.1M | 1.4% | |
| American Funds International Growth and Income Fund Class R6 - | — | — | — | $1.0M | 1.3% | |
| Vanguard Total International Stock Index Adm - | — | — | — | $1.0M | 1.3% | |
| CREF Inflation-Linked Bond (R2) - | — | — | — | $949K | 1.3% | |
| TIAA-CREF Lifecycle 2050 - | — | — | — | $890K | 1.2% | |
| CREF Social Choice (R4) - | — | — | — | $822K | 1.1% | |
| TIAA-CREF Nuveen Lifecycle 2040 (R6) - | — | — | — | $733K | 1.0% | |
| TIAA-CREF Nuveen Lifecycle 2055 (R6) - | — | — | — | $626K | 0.8% | |
| TIAA-CREF Nuveen Lifecycle 2045 (R6) - | — | — | — | $622K | 0.8% | |
| CREF Core Bond (R4) - | — | — | — | $566K | 0.7% | |
| CREF Money Market (R2) - | — | — | — | $479K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle 2020 - | — | — | — | $415K | 0.5% | |
| CREF Inflation-Linked Bond (R4) - | — | — | — | $413K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2025 (R6) - | — | — | — | $393K | 0.5% | |
| TIAA-CREF TIAA Traditional (non-fully benefit responsive) - | — | — | — | $278K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2010 R6 - | — | — | — | $228K | 0.3% | |
| TIAA-CREF Nuveen Lifecycle 2060 (R6) - | — | — | — | $217K | 0.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $174K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2015 (R6) - | — | — | — | $167K | 0.2% | |
| Vanguard Federal Money Market Inv - | — | — | — | $59K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2065 (R6) - | — | — | — | $48K | <0.1% | |
| CREF Equity Index (R4) - | — | — | — | $32K | <0.1% |