How big is Network for Teaching Entrepreneurship's plan?

Network for Teaching Entrepreneurship's plan reported $7.7M in assets and 58 participants for 2024.

Original filing (PDF)20251009093652NAL0003466067001

Network for Teaching Entrepreneurship

Name: Network for Teaching Entrepreneurship — Network for, Form 5500 (2024)
Creator: Network for Teaching Entrepreneurship
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Network for Teaching Entrepreneurship Inc. 403(b) Plan

403(b) retirement plan · Network for Teaching Entrepreneurship's Network for Teaching Entrepreneurship Inc. 403(b) Plan held $7.7M in plan assets for 58 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

131

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Network for Teaching Entrepreneurship's EIN is 13-3408731.

EIN 13-3408731

Plan number 001

Plan year 2024

ACK ID 20251009093652NAL0003466067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Network for Teaching Entrepreneurship from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Network for Teaching Entrepreneurship's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NETWORK FOR TEACHING ENTREPRENEURSHIP.

Finding similar companies…

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

NETWORK FOR TEACHING ENTREPRENEURSHIP

EIN

all filings

Address

120 WALL STREET · 18TH FLOOR · NEW YORK, NY · 10005

Phone

(212) 232-3333

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRIVATE ADVISOR GROUP, LLC	27-3463733	MORRISTOWN, PA	INVESTMENT ADVISOR	$14K	—

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.

Mutual Funds

$2.9M

15 holdings

Common Collective Trusts

$2.2M

3 holdings

Pooled Separate Account

$1.3M

1 holding

Pooled Separate Accounts

$1.3M

32 holdings

Other securities

$1.2M

4 holdings

Bonds / Notes

$76K

1 holding

Common Stocks

$36K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$2.8M BlackRock / iShares$2.0M MassMutual / MML$243K Invesco$184K Goldman Sachs$69K Dimensional / DFA$48K Fidelity$35K Janus Henderson$28K JPMorgan$17K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
ECONOMIC GROUP PENSION SERVICES	86-2963468	FRANKLIN SQUARE, NY	CONTRACT ADMINISTRATION	$2K	—

					% of plan
iShares S&P 500 Index - A Mutual Funds	Common Collective Trusts	—	—	$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	Common Collective Trusts	—	—	$658K	8.6%
Blackrock Global Allocation - A Mutual Funds	Other securities	—	—	$656K	8.5%
American Funds 2040 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$626K	8.1%
American Funds 2050 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$512K	6.7%
EQ/Equity 500 Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$411K	5.3%
American Funds 2035 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$304K	4.0%
American Funds Cap Income Bldr - R3 Mutual Funds	Mutual Funds	—	—	$293K	3.8%
American Funds 2045 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$247K	3.2%
Mass Mutual Overseas Mutual Funds	Other securities	—	—	$243K	3.2%
American Funds 2025 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$242K	3.1%
Columbia Small Cap Index Fund - A Mutual Funds	Common Collective Trusts	—	—	$229K	3.0%
AB Global Thematic Growth Fund - A Mutual Funds	Other securities	—	—	$211K	2.7%
American Funds 2030 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$207K	2.7%
American Funds 2055 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$204K	2.7%
EQ/Common Stock Index Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$167K	2.2%
Multimanager Aggressive Equity Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$142K	1.8%
EQ/AB Small Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$117K	1.5%
Invesco Developing Markets - A Mutual Funds	Mutual Funds	—	—	$105K	1.4%
Notes receivable from participants Interest Rate 4.25% - 9.50%	Bonds / Notes	—	—	$76K	1.0%
EQ/Capital Group Research Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$70K	0.9%
Goldman Sachs Growth Strategy Fund - A Mutual Funds	Other securities	—	—	$69K	0.9%
Invesco Short Term Bond R6 Mutual Funds	Mutual Funds	—	—	$66K	0.9%
EQ/Quality Bond Plus Fund Pooled Separate Accounts ** 660 * 1290 VT Socially Responsible Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$62K	0.8%
DFA US Sustainability Core 1 Mutual Funds	Mutual Funds	—	—	$48K	0.6%
EQ/Moderate Allocation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$38K	0.5%
AXA Equitable Life Insurance Co. Guaranteed Interest Option	Common Stocks	—	—	$36K	0.5%
American Funds 2060 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$33K	0.4%
EQ/Janus Enterprise Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$28K	0.4%
EQ/MFS Technology Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	0.3%
EQ/Money Market Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	0.3%
EQ/Moderate-Plus Allocation Fund Pooled Separate Accounts ** 920 * EQ/ClearBridge Large Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$21K	0.3%
EQ/Fidelity Institutional AM Large Cap Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$20K	0.3%
American Funds 2065 Target Date Retirement Fund Mutual Funds	Mutual Funds	—	—	$19K	0.3%
Fidelity Advisor Strategic Income 1 Mutual Funds	Mutual Funds	—	—	$16K	0.2%
Target 2045 Allocation Fund Pooled Separate Accounts ** 188 * EQ/JP Morgan Growth Stock Pooled Separate Accounts	Pooled Separate Accounts	—	—	$14K	0.2%
EQ/MFS International Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$14K	0.2%
EQ/Invesco Global Real Estate Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$13K	0.2%
EQ/Wellington Energy Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$12K	0.2%
EQ/Morgan Stanley Small Cap Growth Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	0.1%
EQ/Emerging Markets Equity Plus Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	0.1%
EQ/Large Cap Value Managed Volume Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$8K	0.1%
EQ/Large Cap Value Managed Volume Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$7K	<0.1%
PIMCO Commodity Real Return Strategy Fund - A Mutual Funds	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	Pooled Separate Accounts	—	—	$6K	<0.1%
Multimanager Technology Fund Pooled Separate Accounts	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	Pooled Separate Accounts	—	—	$4K	<0.1%
EQ/Aggressive Allocation Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%
EQ/Mid Cap Value managed Volume Fund Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%

1–50 of 57

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