Original filing (PDF)20260223132411NAL0000847779001

Teach for America, Inc.

Name: Teach for America, Inc. — Teach for America, Inc., Form 5500 (2024)
Creator: Teach for America, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Teach for America, Inc. 403(b) Retirement Plan

403(b) retirement plan · Teach for America, Inc.'s Teach for America, Inc. 403(b) Retirement Plan held $223.9M in plan assets for 1,176 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributions85% employer stock

Active participants

1,176

Accounts w/ balance

2,175

Plan assets (EOY)

$223.9M

Net assets (EOY)

$223.9M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

TEACH FOR AMERICA, INC.

EIN

13-3541913all filings

Address

25 BROADWAY · 12TH FLOOR · NEW YORK, NY · 100041056

Phone

(212) 279-2080

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$308K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLEXUS FINANCIAL SVCS, LLC	27-1746834	—	INVESTMENT ADVISORY	$74K	—

Investments

32 direct securities· $223.9M(100% of reported assets)

Common Stocks

$190.4M

22 holdings

Common Collective Trusts

$22.7M

1 holding

Other securities

$7.2M

6 holdings

Mutual Funds

$2.4M

2 holdings

U.S. Treasuries

$1.2M

1 holding

					% of plan
Principal Funds Inc Principal Lifetime 2050 Inst Fund	Common Stocks	—	—	$53.5M	23.9%
Principal Funds Inc Principal Lifetime 2045 Inst Fund	Common Stocks	—	—	$40.6M	18.1%
Principal Funds Inc Principal Lifetime 2055 Inst Fund	Common Stocks	—	—	$30.6M	13.7%
Principal Funds Inc Principal Large Cap S&P 500 Index Institutional Fund	Common Collective Trusts	—	—	$22.7M	10.2%
Principal Funds Inc Principal Lifetime 2040 Inst Fund	Common Stocks	—	—	$20.3M	9.1%
Principal Funds Inc Principal Lifetime 2035 Inst Fund	Common Stocks	—	—	$10.3M	4.6%
Principal Funds Inc Principal Lifetime 2060 Inst Fund	Common Stocks	—	—	$6.9M	3.1%
Principal Funds Inc Principal LgCp Growth I Inst Fund	Common Stocks	—	—	$5.3M	2.4%
Principal Funds Inc Principal Lifetime 2030 Inst Fund	Common Stocks	—	—	$5.1M	2.3%
Principal Funds Inc Principal Mid Cap S&P 400 Index Institutional Fund	Common Stocks	—	—	$3.7M	1.6%
Principal Funds Inc Principal Small Cap S&P 600 Index Institutional Fund	Common Stocks	—	—	$2.9M	1.3%
Principal Funds Inc Principal Lifetime 2025 Inst Fund	Common Stocks	—	—	$2.9M	1.3%
Group Annuity Contract * Principal Life Insurance Company Insurance Company General Prin Fixed Guar Option	Common Stocks	—	—	$2.4M	1.1%
Principal Funds Inc Principal International Equity Ind Inst Fund	Common Stocks	—	—	$2.2M	1.0%
MFS Investment Management MFS Value R6 Fund	Mutual Funds	—	—	$2.0M	0.9%
Victory Funds Victory RS Global Fund	Other securities	—	—	$1.9M	0.9%
Victory Funds Victory Sycamore Established Value I Fund	Other securities	—	—	$1.5M	0.7%
Loomis Sayles Loomis Sayles Core PLS Bond Y Fund	Other securities	—	—	$1.3M	0.6%
Calvert Funds Calvert Bond I Fund	U.S. Treasuries	—	—	$1.2M	0.5%
participants various dates through 2034	Other securities	—	—	$1.1M	0.5%
Principal Funds Inc Principal Small Cap Growth I Inst Fund	Common Stocks	—	—	$778K	0.3%
Macquarie Emerging Markets Fund	Other securities	—	—	$754K	0.3%
Registered Investment Companies American Century Investments American Century Heritage Institutional Fund	Other securities	—	—	$699K	0.3%
Principal Funds Inc Principal Lifetime 2065 Inst Fund	Common Stocks	—	—	$636K	0.3%
Principal Funds Inc Principal Lifetime 2020 Inst Fund	Common Stocks	—	—	$628K	0.3%
Principal Funds Inc Principal Lifetime Str Inc Inst Fund	Common Stocks	—	—	$496K	0.2%
Principal Funds Inc Principal Diversify International Inst Fund	Common Stocks	—	—	$413K	0.2%
Nuveen Real Estate Securities I Fund	Mutual Funds	—	—	$388K	0.2%
Principal Funds Inc Principal Small Cap Value II Inst Fund	Common Stocks	—	—	$385K	0.2%
Principal Funds Inc Principal Lifetime 2070 Inst Fund	Common Stocks	—	—	$323K	0.1%
Principal Funds Inc Principal Lifetime 2015 Inst Fund	Common Stocks	—	—	$213K	<0.1%
Calamos Funds Calamos Mrkt Neutral Inc A Fund	Common Stocks	—	—	$118K	<0.1%