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Original filing (PDF)20260305102946NAL0006539568001
INSTITUTE FOR SUPPLY MANAGEMENT
Form 5500
FILING_RECEIVED
INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN
403(b) retirement plan
Active participants
57
Accounts w/ balance
154
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
1 pooled trust
Schedule D
57 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTE FOR SUPPLY MANAGEMENT.
Plan sponsor
Name
INSTITUTE FOR SUPPLY MANAGEMENT
EIN
13-5265940
Address
309 W. ELLIOT ROAD · SUITE 113 · TEMPE, AZ · 852841556
Phone
(480) 455-5977
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $8K | — |
| TIAA | 13-1624203 | — | NONE | $7K | — |
Investments
56 direct securities · 1 pooled fund· $13.1M(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
$12.8M
56 holdings
Pooled Separate Account
$284K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Growth R1 | — | — | — | $1.9M | 14.8% | |
| American Fds 2030 Tar Ret R6 | — | — | — | $1.5M | 11.6% | |
| TIAA Trad. Acct Non-Benft Responsive | — | — | — | $1.4M | 10.4% | |
| TIAA Traditional Account BR | — | — | — | $1.2M | 9.5% | |
| CREF Stock R1 | — | — | — | $1.1M | 8.7% | |
| American Fds 2035 Tar Ret R6 | — | — | — | $667K | 5.1% | |
| CREF Core Bond R1 | — | — | — | $629K | 4.8% | |
| CREF Global Equities R1 | — | — | — | $586K | 4.5% | |
| CREF Equity Index R1 | — | — | — | $564K | 4.3% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $299K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $284K | 2.2% | |
| American Fds 2045 Tar Ret R6 | — | — | — | $283K | 2.2% | |
| Schwab S&P 500 Index Fund | — | — | — | $233K | 1.8% | |
| American Fds 2040 Tar Ret R6 | — | — | — | $191K | 1.5% | |
| American Fds 2025 Tar Ret R6 | — | — | — | $188K | 1.4% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $158K | 1.2% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $155K | 1.2% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $146K | 1.1% | |
| CREF Social Choice R1 | — | — | — | $146K | 1.1% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $134K | 1.0% | |
| American Fds 2055 Tar Ret R6 | — | — | — | $126K | 1.0% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $99K | 0.8% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $86K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $83K | 0.6% | |
| TIAA Access Nuv LifCyc 2010 T4 | — | — | — | $78K | 0.6% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $73K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $73K | 0.6% | |
| American Fds 2050 Tar Ret R6 | — | — | — | $71K | 0.5% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $64K | 0.5% | |
| American Fds 2060 Tar Ret R6 | — | — | — | $58K | 0.4% | |
| Notes receivable from participants | — | — | — | $47K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $47K | 0.4% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $38K | 0.3% | |
| TIAA Access Nuv Qnt MdCpGrw T4 | — | — | — | $34K | 0.3% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $32K | 0.2% | |
| American Fds 2020 Tar Ret R6 | — | — | — | $32K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $21K | 0.2% | |
| AB Large Cap Growth Fund Z | — | — | — | $18K | 0.1% | |
| Dodge & Cox Income Fund I | — | — | — | $18K | 0.1% | |
| CREF Money Market R1 | — | — | — | $17K | 0.1% | |
| TIAA Access Nuv Core Pl Bd T4 | — | — | — | $17K | 0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $14K | 0.1% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $13K | 0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $13K | <0.1% | |
| Schwab US Aggregate Bond Index | — | — | — | $11K | <0.1% | |
| TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $9K | <0.1% | |
| Vanguard Devlopd Mkts Idx Adm | — | — | — | $9K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $6K | <0.1% | |
| Allspring Spec SmallCap Val R6 | — | — | — | $6K | <0.1% | |
| MFS Intl Diversification Cl R6 | — | — | — | $5K | <0.1% | |
| Schwab Small Cap Index Fund | — | — | — | $4K | <0.1% | |
| American Cent MdCpVa Fd Cla R6 | — | — | — | $3K | <0.1% | |
| American Funds New World R6 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $1K | <0.1% | |
| Principal Mid Cap Fund Cl R6 | — | — | — | $101 | <0.1% | |
| Principal Real Estate Sec R6 | — | — | — | $44 | <0.1% |