Back to filter
Original filing (PDF)20251015123101NAL0006078736001
STEVENS COOPERATIVE SCHOOL
Form 5500
FILING_RECEIVED
STEVENS COOPERATIVE SCHOOL 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
236
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS COOPERATIVE SCHOOL.
Plan sponsor
Name
STEVENS COOPERATIVE SCHOOL
EIN
22-2209099
Address
301 GARDEN STREET · HOBOKEN, NJ · 070303873
Phone
(201) 792-3688
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
150
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $350 | — |
Investments
30 direct securities · 1 pooled fund· $9.4M(88% 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
$7.3M
29 holdings
Guaranteed Income / GIC
$1.9M
1 holding
Pooled Separate Account
$264K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * TIAA Traditional Annuity | Guaranteed Income / GIC | — | — | $1.9M | 17.4% | |
| CREF Growth R1 | — | — | — | $1.4M | 13.2% | |
| CREF Equity Index R1 | — | — | — | $1.3M | 11.7% | |
| CREF Global Equities R1 | — | — | — | $986K | 9.2% | |
| CREF Money Market R1 | — | — | — | $391K | 3.7% | |
| CREF Variable Annuities * CREF Core Bond R1 | — | — | — | $279K | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $264K | 2.5% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $233K | 2.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $231K | 2.2% | |
| CREF Social Choice R1 | — | — | — | $209K | 2.0% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $205K | 1.9% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $203K | 1.9% | |
| TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $193K | 1.8% | |
| TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $192K | 1.8% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $162K | 1.5% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $161K | 1.5% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $143K | 1.3% | |
| TIAA Access Nuv Equity Idx T4 | — | — | — | $141K | 1.3% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $138K | 1.3% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $135K | 1.3% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $119K | 1.1% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $105K | 1.0% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $87K | 0.8% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $82K | 0.8% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $66K | 0.6% | |
| TIAA Access Variable Annuities * TIAA Access Nuv Core Pl Bd T4 | — | — | — | $36K | 0.3% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $33K | 0.3% | |
| TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $29K | 0.3% | |
| dates ranging from 2026 to 2028 | — | — | — | $20K | 0.2% | |
| TIAA Access Nuv Core Equity T4 | — | — | — | $14K | 0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $13K | 0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
DUTCHESS DAY SCHOOL
DUTCHESS DAY SCHOOL 403(B) PLAN
$10.7M · 47 participants
LITTLE ROCK CHRISTIAN ACADEMY, INC.
LITTLE ROCK CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN AND TRUST
$10.7M · 305 participants
BAYES ACHIEVEMENT CENTER
BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN
$10.7M · 144 participants
RAINBOWS UNITED, INC.
RAINBOWS UNITED 401(K) PLAN
$10.7M · 178 participants
KING'S RIDGE CHRISTIAN SCHOOL
KING'S RIDGE CHRISTIAN SCHOOL 403(B) PLAN
$10.7M · 172 participants
QUEST ACADEMY
QUEST ACADEMY 403(B) RETIREMENT PLAN
$10.7M · 45 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants