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Original filing (PDF)20251015150649NAL0005242657001
TEACHING MATTERS, INC.
Form 5500
FILING_RECEIVED
TEACHING MATTERS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
94
Accounts w/ balance
148
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
61 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEACHING MATTERS, INC..
Plan sponsor
Name
TEACHING MATTERS, INC.
EIN
13-3770472
Address
475 RIVERSIDE DRIVE · SUITE 1600 · NEW YORK, NY · 10115
Phone
(212) 870-3505
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
CONDON O'MEARA MCGINTY AND DONNELLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $418 | — |
Investments
59 direct securities · 1 pooled fund· $11.1M(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
$10.7M
59 holdings
Pooled Separate Account
$433K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | $971K | $1.4M | 12.4% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | $777K | $1.2M | 10.3% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | $645K | $982K | 8.8% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | $644K | $844K | 7.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | $577K | $681K | 6.1% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | $556K | $641K | 5.7% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | $615K | $627K | 5.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | $541K | $586K | 5.2% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm | — | — | $600K | $576K | 5.1% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | $497K | $536K | 4.8% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | $458K | $465K | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $417K | $433K | 3.9% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | $379K | $386K | 3.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | $247K | $286K | 2.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | $152K | $176K | 1.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lg Cp Vl Ix T4 | — | — | $119K | $137K | 1.2% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | $113K | $121K | 1.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 | — | — | $62K | $73K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | $67K | $73K | 0.7% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | $66K | $65K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang Equity Inc T4 | — | — | $51K | $62K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang Explorer T4 | — | — | $56K | $61K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Eq Idx T4 | — | — | $54K | $58K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Americ EurPc Gr T4 | — | — | $58K | $57K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | $48K | $48K | 0.4% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | $43K | $46K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2060 T4 | — | — | $39K | $46K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | $41K | $44K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Delaware Em Mkt T4 | — | — | $42K | $41K | 0.4% | |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm | — | — | $39K | $38K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | $29K | $33K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | $30K | $32K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang SmCpVal Ix T4 | — | — | $28K | $32K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | $28K | $30K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access TRP QM Sm Cp Gr T4 | — | — | $27K | $29K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | $22K | $28K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lg Cp Gr Ix T4 | — | — | $17K | $26K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | $23K | $23K | 0.2% | |
| College Retirement Equities Fund variable annuities LOAN FUND | — | — | $20K | $20K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Champlain Md Cp T4 | — | — | $14K | $15K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang EmMk St Ix T4 | — | — | $13K | $14K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nationw Gen SCG T4 | — | — | $12K | $13K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access DFA Emer Mkt Pt T4 | — | — | $10K | $12K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | $9K | $12K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access TRP Inst LgCpGr T4 | — | — | $7K | $9K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Ddg&Cox Intl St T4 | — | — | $8K | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang Wellington T4 | — | — | $7K | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | $8K | $8K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv S&P 500 Idx T4 | — | — | $6K | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access WstAst Cr Pl Bd T4 | — | — | $7K | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv High Yield T4 | — | — | $6K | $7K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Em Mk Eq Ix T4 | — | — | $7K | $6K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 | — | — | $6K | $6K | <0.1% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | $5K | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Lord Abb Hgh Yd T4 | — | — | $5K | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Templet Glob Bd T4 | — | — | $6K | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang Inst Ix Pl T4 | — | — | $4K | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | $3K | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 | — | — | $2K | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Vang Select Val T4 | — | — | $2K | $2K | <0.1% |
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