How big is Albany Law School's plan?

Albany Law School's plan reported $89.5M in assets and 107 participants for 2024.

Original filing (PDF)20251010144023NAL0004711651001

Albany Law School

Name: Albany Law School — Albany Law School Retirement, Form 5500 (2024)
Creator: Albany Law School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Albany Law School Retirement Plan

403(b) retirement plan · Albany Law School's Albany Law School Retirement Plan held $89.5M in plan assets for 107 participants in 2024, with TIAA as recordkeeper.

Active participants

107

Accounts w/ balance

402

Plan assets (EOY)

$89.5M

Net assets (EOY)

$89.5M

People on this filing

Sherri Donnelly signed Albany Law School's 2024 Form 5500 as plan administrator.

Sherri Donnelly — Plan Administrator — Form 5500 signer
Victor Rauscher — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Albany Law School's EIN is 14-1338309.

EIN 14-1338309

Plan number 001

Plan year 2024

ACK ID 20251010144023NAL0004711651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Albany Law School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Albany Law School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALBANY LAW SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

73 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ALBANY LAW SCHOOL

EIN

all filings

Address

80 NEW SCOTLAND AVENUE · ALBANY, NY · 12208

Phone

(518) 445-2311

Industry

Educational Services

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

2025-10-10

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)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$31K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC	74-1625348	—	NONE	$18K	—

Investments

73 direct securities · 1 pooled fund· $89.4M(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.

Mutual Funds

$64.4M

34 holdings

Common Collective Trusts

$12.2M

7 holdings

Other securities

$5.9M

8 holdings

Common Stocks

$3.4M

21 holdings

Pooled Separate Account

$2.7M

1 holding

Stable Value

$472K

1 holding

U.S. Treasuries

$122K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$58.3M Vanguard$15.6M American Funds (Capital Group)$1.5M JPMorgan$1.1M Eaton Vance / Calvert$745K BlackRock / iShares$425K Goldman Sachs$36K

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					% of plan
Unallocated Annuity Contract Non Benefit Responsive * TIAA Traditional Annuity Non Benefit Responsive Unallocated Annuity Contract	Mutual Funds	—	—	$17.6M	19.7%
CREF Registered Investment Company * CREF Stock R2 Registered Investment Company	Mutual Funds	—	—	$11.3M	12.6%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$6.6M	7.4%
CREF Growth R2 Registered Investment Company	Mutual Funds	—	—	$3.4M	3.9%
Fully Benefit-Responsive Investments * TIAA Traditional Benefit Responsive Fully benefit-responsive investment, at contract value	Mutual Funds	—	—	$3.4M	3.8%
TIAA-CREF Lifecycle 2025 Retirement Mutual Fund	Mutual Funds	—	—	$3.2M	3.6%
TIAA-CREF Lifecycle 2035 Retirement Mutual Fund	Mutual Funds	—	—	$2.9M	3.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$2.7M	3.1%
CREF Equity Index R2 Registered Investment Company	Common Collective Trusts	—	—	$2.5M	2.8%
Fixed Accounts * VALIC Fixed Account Plus Unallocated Annuity Contract	Other securities	—	—	$2.4M	2.7%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$2.4M	2.6%
Vanguard Total International Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$2.3M	2.6%
Vanguard Extended Market Index Admiral Mutual Fund	Mutual Funds	—	—	$2.1M	2.3%
VALIC Company I Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	2.1%
CREF Global Equities R2 Registered Investment Company	Mutual Funds	—	—	$1.8M	2.0%
TIAA-CREF Lifecycle 2030 Retirement Mutual Fund	Mutual Funds	—	—	$1.7M	1.9%
American Funds EuroPacific Growth R6 Mutual Fund	Mutual Funds	—	—	$1.5M	1.7%
CREF Social Choice R2 Registered Investment Company	Mutual Funds	—	—	$1.4M	1.6%
S Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.4M	1.5%
TIAA-CREF Lifecycle 2040 Retirement Mutual Fund	Mutual Funds	—	—	$1.3M	1.5%
VALIC Company I Science & Technology Fund Mutual Fund	Common Stocks	—	—	$1.2M	1.4%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.1M	1.3%
TIAA-CREF Lifecycle 2045 Retirement Mutual Fund	Mutual Funds	—	—	$1.1M	1.2%
Vanguard Explorer Value Inv Mutual Fund	Mutual Funds	—	—	$795K	0.9%
TIAA-CREF Lifecycle 2010 Retirement Mutual Fund	Mutual Funds	—	—	$753K	0.8%
Eaton Vance Atlanta Capital SMID Cap Fund R6 Mutual Fund	Other securities	—	—	$745K	0.8%
Vanguard Wellington Fund Mutual Fund	Mutual Funds	—	—	$707K	0.8%
Vanguard Windsor II Fund Mutual Fund	Mutual Funds	—	—	$636K	0.7%
VALIC Company I Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$616K	0.7%
VALIC Company I Growth Fund Mutual Fund	Common Stocks	—	—	$557K	0.6%
CREF Core Bond R2 Registered Investment Company	Mutual Funds	—	—	$548K	0.6%
TIAA-CREF Lifecycle 2050 Retirement Mutual Fund	Mutual Funds	—	—	$524K	0.6%
Ariel Fund Mutual Fund	Other securities	—	—	$515K	0.6%
TIAA Stable Value Fully benefit-responsive investment, at contract value	Stable Value	—	—	$472K	0.5%
CREF Inflation-Linked Bond R2 Registered Investment Company	Mutual Funds	—	—	$453K	0.5%
BlackRock Total Return K Mutual Fund	Other securities	—	—	$425K	0.5%
VALIC Company I Large Capital Growth Fund Mutual Fund	Common Stocks	—	—	$408K	0.5%
VALIC Short-Term Fixed Account Unallocated Annuity Contract	Other securities	—	—	$373K	0.4%
TIAA-CREF Lifecycle 2020 Retirement Mutual Fund	Mutual Funds	—	—	$338K	0.4%
VALIC Loan Collateral and Escrow Fund Unallocated Annuity Contract	Other securities	—	—	$310K	0.3%
TIAA-CREF Lifecycle 2055 Retirement Mutual Fund	Mutual Funds	—	—	$308K	0.3%
VALIC Company I NASDAQ-100(R) Index Fund Mutual Fund	Common Collective Trusts	—	—	$282K	0.3%
CREF Money Market R2 Registered Investment Company	Mutual Funds	—	—	$212K	0.2%
VALIC Company I Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$192K	0.2%
VALIC Company I Emerging Economies Mutual Fund	Common Stocks	—	—	$192K	0.2%
VALIC Company II Core Bond Fund Mutual Fund	Common Stocks	—	—	$190K	0.2%
VALIC Company I Mid Cap Strategic Growth Fund Mutual Fund	Common Stocks	—	—	$183K	0.2%
VALIC Company II Aggressive Growth Lifestyle Fund Mutual Fund	Common Stocks	—	—	$134K	0.1%
VALIC Company I Internatl Equities Index Fund Mutual Fund	Common Collective Trusts	—	—	$130K	0.1%
VALIC Company I Inflaction Protected Fund Mutual Fund 54 * VALIC Company I International Government Bond Mutual Fund	U.S. Treasuries	—	—	$122K	0.1%

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