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Original filing (PDF)20250928154450NAL0004703603001
MODERN LANGUAGE ASSOCIATION OF AMERICA
Form 5500
FILING_RECEIVED
MODERN LANGUAGE ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
33% in single holding
Active participants
89
Accounts w/ balance
276
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA TIAA Traditional (contract value)" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODERN LANGUAGE ASSOCIATION OF AMERICA.
Plan sponsor
Name
MODERN LANGUAGE ASSOCIATION OF AMERICA
EIN
13-5253530
Address
85 BROAD STREET · NEW YORK, NY · 100042434
Phone
(646) 576-5222
Industry
Other Services (ex. Public Admin)see 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
2025-09-28
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE & ANNUITY | 13-1624203 | NEW YORK, NY | NONE | $57K | — |
| EISNER ADVISORY GROUP LLC | 87-1353108 | NEW YORK, NY | NONE | $13K | — |
| HEALTHCARE COMM.SECURITIES CORP | 14-1764768 | RENSSELAER, NY | NONE | $10K | — |
| EISNER AMPER LLP | 87-1363769 | PITTSBURGH, PA | NONE | $6K | — |
Investments
37 direct securities · 1 pooled fund· $56.6M(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
$54.8M
37 holdings
Pooled Separate Account
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional (contract value) | — | — | — | $18.9M | 33.4% | |
| CREF Stock R2 | — | — | — | $8.5M | 15.0% | |
| CREF Equity Index R2 | — | — | — | $3.4M | 6.1% | |
| CREF Global Equities R2 | — | — | — | $2.3M | 4.1% | |
| CREF Social Choice R2 | — | — | — | $1.8M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.8M | 3.2% | |
| Vanguard Large Cap Index Admiral | — | — | — | $1.6M | 2.8% | |
| American Balanced Fund R6 | — | — | — | $1.5M | 2.7% | |
| CREF Growth R2 | — | — | — | $1.5M | 2.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.5M | 2.6% | |
| TIAA S&P 500 Index R6 | — | — | — | $1.3M | 2.4% | |
| CREF Bond Market R2 | — | — | — | $1.3M | 2.3% | |
| TIAA International Equity R6 | — | — | — | $893K | 1.6% | |
| Vanguard Extended Market Index Admiral | — | — | — | $873K | 1.5% | |
| Calvert US Large Cap Core Rspnb Idx R6 | — | — | — | $823K | 1.5% | |
| CREF Money Market R2 | — | — | — | $778K | 1.4% | |
| TIAA Large Cap Value R6 | — | — | — | $756K | 1.3% | |
| Principal Funds Real Estate Securities Inst | — | — | — | $703K | 1.2% | |
| TIAA Quant Small Cap Equity R6 | — | — | — | $676K | 1.2% | |
| CREF Global Equities R4 | — | — | — | $613K | 1.1% | |
| MFS Mid Cap Value R6 | — | — | — | $569K | 1.0% | |
| T. Rowe Price Overseas Stock I | — | — | — | $509K | 0.9% | |
| Champlain Mid Cap Institutional | — | — | — | $481K | 0.9% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $469K | 0.8% | |
| TIAA Mid Cap Value R6 | — | — | — | $364K | 0.6% | |
| American New World R6 | — | — | — | $336K | 0.6% | |
| CREF Growth R4 | — | — | — | $325K | 0.6% | |
| BNY Mellon Dynamic Value R6 | — | — | — | $325K | 0.6% | |
| Trillium ESG Global Equity Institutional | — | — | — | $275K | 0.5% | |
| Metropolitan West Total Return Bond I | — | — | — | $257K | 0.5% | |
| TIAA Small Cap Blend Index R6 | — | — | — | $239K | 0.4% | |
| Vanguard Total Bond Market index Fund | — | — | — | $227K | 0.4% | |
| TIAA Inflation Linked Bond R6 | — | — | — | $216K | 0.4% | |
| PGIM High Yield R6 | — | — | — | $179K | 0.3% | |
| CREF Inflation-Linked Bond R4 | — | — | — | $135K | 0.2% | |
| Emerald Growth Institutional | — | — | — | $32K | <0.1% | |
| 9.50% | — | — | — | $19K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $13K | <0.1% |
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