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Original filing (PDF)20251009093652NAL0003466067001
NETWORK FOR TEACHING ENTREPRENEURSHIP
Form 5500
FILING_RECEIVED
NETWORK FOR TEACHING ENTREPRENEURSHIP INC. 403(B) PLAN
403(b) retirement plan
Active participants
58
Accounts w/ balance
131
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
56 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 (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETWORK FOR TEACHING ENTREPRENEURSHIP.
Plan sponsor
Name
NETWORK FOR TEACHING ENTREPRENEURSHIP
EIN
13-3408731
Address
120 WALL STREET · 18TH FLOOR · NEW YORK, NY · 10005
Phone
(212) 232-3333
Industry
Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | 27-3463733 | MORRISTOWN, PA | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 86-2963468 | FRANKLIN SQUARE, NY | CONTRACT ADMINISTRATION | $2K | — |
Investments
56 direct securities · 1 pooled fund· $9.0M(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
$7.7M
56 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index - A Mutual Funds | — | — | — | $1.3M | 17.2% | |
| CONTRACT SEPARATE ACCOUNT AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 001 | Pooled Separate Account | — | — | $1.3M | 16.9% | |
| Columbia Mid Cap Index Fund - A Mutual Funds | — | — | — | $658K | 8.6% | |
| Blackrock Global Allocation - A Mutual Funds | — | — | — | $656K | 8.5% | |
| American Funds 2040 Target Date Retirement Fund Mutual Funds | — | — | — | $626K | 8.1% | |
| American Funds 2050 Target Date Retirement Fund Mutual Funds | — | — | — | $512K | 6.7% | |
| EQ/Equity 500 Index Fund Pooled Separate Accounts | — | — | — | $411K | 5.3% | |
| American Funds 2035 Target Date Retirement Fund Mutual Funds | — | — | — | $304K | 4.0% | |
| American Funds Cap Income Bldr - R3 Mutual Funds | — | — | — | $293K | 3.8% | |
| American Funds 2045 Target Date Retirement Fund Mutual Funds | — | — | — | $247K | 3.2% | |
| Mass Mutual Overseas Mutual Funds | — | — | — | $243K | 3.2% | |
| American Funds 2025 Target Date Retirement Fund Mutual Funds | — | — | — | $242K | 3.1% | |
| Columbia Small Cap Index Fund - A Mutual Funds | — | — | — | $229K | 3.0% | |
| AB Global Thematic Growth Fund - A Mutual Funds | — | — | — | $211K | 2.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Funds | — | — | — | $207K | 2.7% | |
| American Funds 2055 Target Date Retirement Fund Mutual Funds | — | — | — | $204K | 2.7% | |
| EQ/Common Stock Index Fund Pooled Separate Accounts | — | — | — | $167K | 2.2% | |
| Multimanager Aggressive Equity Fund Pooled Separate Accounts | — | — | — | $142K | 1.8% | |
| EQ/AB Small Cap Growth Fund Pooled Separate Accounts | — | — | — | $117K | 1.5% | |
| Invesco Developing Markets - A Mutual Funds | — | — | — | $105K | 1.4% | |
| Notes receivable from participants Interest Rate 4.25% - 9.50% | — | — | — | $76K | 1.0% | |
| EQ/Capital Group Research Fund Pooled Separate Accounts | — | — | — | $70K | 0.9% | |
| Goldman Sachs Growth Strategy Fund - A Mutual Funds | — | — | — | $69K | 0.9% | |
| Invesco Short Term Bond R6 Mutual Funds | — | — | — | $66K | 0.9% | |
| EQ/Quality Bond Plus Fund Pooled Separate Accounts ** 660 * 1290 VT Socially Responsible Fund Pooled Separate Accounts | — | — | — | $62K | 0.8% | |
| DFA US Sustainability Core 1 Mutual Funds | — | — | — | $48K | 0.6% | |
| EQ/Moderate Allocation Fund Pooled Separate Accounts | — | — | — | $38K | 0.5% | |
| AXA Equitable Life Insurance Co. Guaranteed Interest Option | — | — | — | $36K | 0.5% | |
| American Funds 2060 Target Date Retirement Fund Mutual Funds | — | — | — | $33K | 0.4% | |
| EQ/Janus Enterprise Fund Pooled Separate Accounts | — | — | — | $28K | 0.4% | |
| EQ/MFS Technology Fund Pooled Separate Accounts | — | — | — | $25K | 0.3% | |
| EQ/Money Market Fund Pooled Separate Accounts | — | — | — | $25K | 0.3% | |
| EQ/Moderate-Plus Allocation Fund Pooled Separate Accounts ** 920 * EQ/ClearBridge Large Cap Growth Fund Pooled Separate Accounts | — | — | — | $21K | 0.3% | |
| EQ/Fidelity Institutional AM Large Cap Fund Pooled Separate Accounts | — | — | — | $20K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund Mutual Funds | — | — | — | $19K | 0.3% | |
| Fidelity Advisor Strategic Income 1 Mutual Funds | — | — | — | $16K | 0.2% | |
| Target 2045 Allocation Fund Pooled Separate Accounts ** 188 * EQ/JP Morgan Growth Stock Pooled Separate Accounts | — | — | — | $14K | 0.2% | |
| EQ/MFS International Growth Fund Pooled Separate Accounts | — | — | — | $14K | 0.2% | |
| EQ/Invesco Global Real Estate Fund Pooled Separate Accounts | — | — | — | $13K | 0.2% | |
| EQ/Wellington Energy Fund Pooled Separate Accounts | — | — | — | $12K | 0.2% | |
| EQ/Morgan Stanley Small Cap Growth Fund Pooled Separate Accounts | — | — | — | $11K | 0.1% | |
| EQ/Emerging Markets Equity Plus Fund Pooled Separate Accounts | — | — | — | $11K | 0.1% | |
| EQ/Large Cap Value Managed Volume Fund Pooled Separate Accounts | — | — | — | $8K | 0.1% | |
| EQ/Large Cap Value Managed Volume Fund Pooled Separate Accounts | — | — | — | $7K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund - A Mutual Funds | — | — | — | $7K | <0.1% | |
| 1290 VT Small Cap Value Fund Pooled Separate Accounts ** 957 * EQ/Large Cap Growth Managed Volume Fund Pooled Separate Accounts | — | — | — | $6K | <0.1% | |
| Multimanager Technology Fund Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| EQ/Large Cap Value Index Fund Pooled Separate Accounts ** 715 * 1290 VT Smart Beta Equity Fund Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| EQ/Aggressive Allocation Fund Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| EQ/Mid Cap Value managed Volume Fund Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| EQ/Mid Cap Index Fund Pooled Separate Accounts ** 992 * EQ/International Equity Index Fund Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| EQ/Global Equity Managed Volume Fund Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| EQ/JP Morgan Val Opportunities Fund Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| EQ/Small Company Index Fund Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| 1290 VT GAMCO Small Co Value Fund Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| EQ/Conservative-Plus Allocation Fund Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| EQ/Int Core Managed Volume Fund Pooled Separate Accounts | — | — | — | $2K | <0.1% |
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