Back to filter
Original filing (PDF)20251001092351NAL0014002048001
PRACTISING LAW INSTITUTE
Form 5500
FILING_RECEIVED
PLI RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
322
Accounts w/ balance
645
Plan assets (EOY)
$132.5M
Net assets (EOY)
$132.5M
How this plan invests
This plan
1 pooled trust
Schedule D
65 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRACTISING LAW INSTITUTE.
Plan sponsor
Name
PRACTISING LAW INSTITUTE
EIN
13-5562321
Address
1177 AVENUE OF THE AMERICAS · NEW YORK, NY · 10036
Phone
(212) 824-5700
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $42K | — |
Investments
64 direct securities · 1 pooled fund· $132.5M(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
$125.2M
63 holdings
Pooled Separate Account
$4.5M
1 holding
Mutual Funds
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIXED ANNUITY CONTRACTS * TIAA Traditional Annuity Non-Benefit Responsive | — | — | — | $16.2M | 12.2% | |
| REGISTERED INVESTMENT COMPANIES * CREF Stock R2 | — | — | — | $15.2M | 11.5% | |
| Vanguard Inst Idx Inst | — | — | — | $8.8M | 6.7% | |
| TIAA Nuveen Lifecycle 2050 R6 | — | — | — | $7.4M | 5.6% | |
| CREF Growth R2 | — | — | — | $5.9M | 4.5% | |
| TIAA Nuveen Lifecycle 2040 R6 | — | — | — | $5.2M | 3.9% | |
| CREF Global Equities R2 | — | — | — | $5.2M | 3.9% | |
| TIAA Traditional Annuity Fully Benefit Responsive | — | — | — | $4.8M | 3.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 3.4% | |
| CREF Equity Index R2 | — | — | — | $4.5M | 3.4% | |
| TIAA Nuveen Lifecycle 2045 R6 | — | — | — | $4.1M | 3.1% | |
| CREF Stock R4 | — | — | — | $3.4M | 2.5% | |
| TIAA Nuveen Lifecycle 2035 R6 | — | — | — | $3.2M | 2.4% | |
| S * TIAA Nuveen Internatl Eq Idx R6 | Mutual Funds | — | — | $2.8M | 2.1% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $2.2M | 1.7% | |
| T.Rowe T. Rowe Price Blue Chip Gr I | — | — | — | $2.2M | 1.7% | |
| CREF Social Choice R2 | — | — | — | $2.0M | 1.5% | |
| American Euro American EuroPac Growth R6 | — | — | — | $2.0M | 1.5% | |
| JPMorgan Equity Inc Fd Cla R6 | — | — | — | $1.9M | 1.4% | |
| CREF Core Bond R2 | — | — | — | $1.8M | 1.3% | |
| TIAA Access Nuv LifCyc 2045 T3 | — | — | — | $1.7M | 1.3% | |
| TIAA Nuveen Lifecycle 2055 R6 | — | — | — | $1.6M | 1.2% | |
| Vanguard Mid-Cap Idx Adm | — | — | — | $1.5M | 1.1% | |
| TIAA Access Nuv Intl Equity T3 | — | — | — | $1.4M | 1.1% | |
| TIAA Access Nuv LifCyc 2050 T3 | — | — | — | $1.4M | 1.0% | |
| TIAA Nuveen Lifecycle 2020 R6 | — | — | — | $1.3M | 1.0% | |
| TIAA Access Nuv Lrg Cap Val T3 | — | — | — | $1.3M | 1.0% | |
| TIAA Access Nuv Lrg Cap Gr T3 | — | — | — | $1.2M | 0.9% | |
| TIAA Access Nuv Core Equity T3 | — | — | — | $1.1M | 0.8% | |
| CREF Social Choice R4 | — | — | — | $1.0M | 0.8% | |
| CREF Money Market R2 | — | — | — | $956K | 0.7% | |
| TIAA Access Nuv LifCyc 2040 T3 | — | — | — | $915K | 0.7% | |
| TIAA Access Nuv Qt Sm Cp Eq T3 | — | — | — | $828K | 0.6% | |
| TIAA Nuveen Lifecycle 2025 R6 | — | — | — | $757K | 0.6% | |
| Vanguard Federal Money Mkt Inv | — | — | — | $733K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T3 | — | — | — | $717K | 0.5% | |
| TIAA Nuveen Lifecycle 2030 R6 | — | — | — | $710K | 0.5% | |
| American Century American Cent MdCpVa Fd Cla R6 | — | — | — | $706K | 0.5% | |
| TIAA Access Nuv LifCyc 2035 T3 | — | — | — | $678K | 0.5% | |
| PGIM funds PGIM Total Return Bond R6 | — | — | — | $674K | 0.5% | |
| TIAA Nuveen Real Est Sec Sel R6 | — | — | — | $660K | 0.5% | |
| TIAA Nuveen Small Cap Bld Idx R6 | — | — | — | $646K | 0.5% | |
| TIAA Access Nuv RlEstSecSel T3 | — | — | — | $597K | 0.5% | |
| Participant note receivable interest rates of 4.25% to 9.50% | — | — | — | $581K | 0.4% | |
| TIAA Nuveen Lifecycle 2060 R6 | — | — | — | $575K | 0.4% | |
| PIMCO funds PIMCO Income Fd Institutional | — | — | — | $514K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $463K | 0.3% | |
| Federated FedHermes MDT Small Cap Gr R6 | — | — | — | $448K | 0.3% | |
| TIAA Nuveen Lifecycle 2010 R6 302 * TIAA Nuveen Lifecycle 2015 R6 | — | — | — | $438K | 0.3% | |
| American Beacon American Beacon Sm Cp Val Inst | — | — | — | $420K | 0.3% | |
| TIAA Access Nuv LifCyc 2010 T3 | — | — | — | $325K | 0.2% | |
| Invesdo Invesco Discovery Mid Cp Gr R6 | — | — | — | $300K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T3 | — | — | — | $294K | 0.2% | |
| TIAA Access Nuv Equity Idx T3 | — | — | — | $289K | 0.2% | |
| VARIABLE ANNUITY ACCOUNTS * TIAA Access Nuv Core Pl Bd T3 | — | — | — | $252K | 0.2% | |
| TIAA Stable value funds | — | — | — | $214K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T3 | — | — | — | $205K | 0.2% | |
| TIAA Access Nuv LgCp Res Eq T3 | — | — | — | $172K | 0.1% | |
| TIAA Access Nuv LifCyc 2025 T3 | — | — | — | $163K | 0.1% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $155K | 0.1% | |
| TIAA Access Nuv LifCyc 2020 T3 | — | — | — | $75K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T3 | — | — | — | $53K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T3 | — | — | — | $31K | <0.1% | |
| TIAA Nuveen Lifecycle 2065 R6 | — | — | — | $30K | <0.1% | |
| TIAA Plan Loan Default Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using TIAA-TEACHERS INSURANCE & ANNUITY
DEPAUL UNIVERSITY
DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN
$1.3B · 3,976 participants
ARIA HEALTH
JEFFERSON HEALTH NORTHEAST 403(B) PLAN
$428.4M · 4,564 participants
KENNEDY HEALTH SYSTEM
JEFFERSON HEALTH NEW JERSEY 403(B) PLAN
$400.3M · 5,208 participants
CARTHAGE COLLEGE
CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN
$131.4M · 510 participants
UNIVERSITY OF MOUNT SAINT VINCENT
UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN
$58.8M · 326 participants
CALDWELL UNIVERSITY
CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$58.1M · 167 participants
Similar-size Educational Services plans
KALAMAZOO COLLEGE
KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$132.6M · 371 participants
HAMPTON UNIVERSITY
HAMPTON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$132.7M · 536 participants
MCDANIEL COLLEGE
MCDANIEL COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$133.1M · 857 participants
ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE
ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST
$133.2M · 575 participants
CONSERVATION INTERNATIONAL
CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN
$133.2M · 432 participants
EVERGLADES COLLEGE, INC.
EVERGLADES COLLEGE, INC. RETIREMENT SAVINGS PLAN
$133.2M · 2,728 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B