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Original filing (PDF)20251015192132NAL0011188802001
CENTER FOR BIOLOGIOCAL DIVERSITY INC
Form 5500
FILING_RECEIVED
CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
197
Accounts w/ balance
300
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 pooled trust
Schedule D
92 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR BIOLOGIOCAL DIVERSITY INC.
Plan sponsor
Name
CENTER FOR BIOLOGIOCAL DIVERSITY INC
EIN
27-3943866
Address
P. O. BOX 710 · TUCSON, AZ · 85702
Phone
(520) 623-5252
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
ACH RETIREMENT PLAN CONSULTANTS INC
EIN
45-3763537
City
TUCSON, AZ
Phone
(520) 751-9403
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUDWIG KLEWER & RUDNER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $0 | — |
Investments
89 direct securities · 1 pooled fund· $33.7M(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
$33.6M
89 holdings
Pooled Separate Account
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard FTSE Soc Index Adml Mutual Funds | — | — | — | $7.8M | 23.0% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $6.3M | 18.5% | |
| Franklin DynaTech Adv Mutual Funds | — | — | — | $5.4M | 15.9% | |
| TIAA Traditional Non Benefit Respon Guaranteed Interest Account | — | — | — | $1.3M | 3.8% | |
| Fidelity FreeIndx 2045 Inst Prm Mutual Funds | — | — | — | $1.1M | 3.4% | |
| Blackrock iSMSCIEAFEInt Ind Mutual Funds | — | — | — | $965K | 2.9% | |
| DFA Real Estate Sec Mutual Funds | — | — | — | $824K | 2.4% | |
| Fidelity FreeIndx 2030 Inst Prm Mutual Funds | — | — | — | $732K | 2.2% | |
| Fidelity FreeIndx 2035 Inst Prm Mutual Funds | — | — | — | $682K | 2.0% | |
| LeggM WstrAs CorPls Bond Mutual Funds | — | — | — | $643K | 1.9% | |
| Vanguard Intermediate Term Bond Ind Mutual Funds | — | — | — | $616K | 1.8% | |
| Best of America - Fixed Mutual Funds | — | — | — | $578K | 1.7% | |
| CREF Social Choice R1 Mutual Funds | — | — | — | $533K | 1.6% | |
| TIAA Traditional Benefit Responsive Guaranteed Investment Contract | — | — | — | $528K | 1.6% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $462K | 1.4% | |
| Fidelity FreeIndx 2040 Inst Prm Mutual Funds | — | — | — | $419K | 1.2% | |
| Putnam Large Cap Value Y Mutual Funds | — | — | — | $396K | 1.2% | |
| Fidelity FreeIndx2050 Inst Prm Mutual Funds | — | — | — | $381K | 1.1% | |
| Fidelity FreeIndx 2055 Inst Prm Mutual Funds | — | — | — | $356K | 1.1% | |
| Calvert Balanced I Mutual Funds | — | — | — | $329K | 1.0% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $199K | 0.6% | |
| Calvert Bond I Mutual Funds | — | — | — | $191K | 0.6% | |
| Fidelity FreeIndx 2025 Inst Prm Mutual Funds | — | — | — | $173K | 0.5% | |
| TIAA Access Social Choice Equity T4 Mutual Funds 0 Vanguard Info Tech Index Mutual Funds | — | — | — | $156K | 0.5% | |
| Vanguard Windr II Mutual Funds | — | — | — | $141K | 0.4% | |
| Black Rock Mid Cap Growth Equity In Mutual Funds | — | — | — | $135K | 0.4% | |
| Fidelity FreeIndx 2060 Inst Prm Mutual Funds | — | — | — | $127K | 0.4% | |
| CREF Global Equities R1 Mutual Funds | — | — | — | $116K | 0.3% | |
| Fed Hrms Gov Obligations Prmr Mutual Funds | — | — | — | $113K | 0.3% | |
| Notes Receivable from participants 8.5% | — | — | — | $111K | 0.3% | |
| Amfds New World R6 Mutual Funds | — | — | — | $87K | 0.3% | |
| CREF Growth R1 Mutual Funds | — | — | — | $85K | 0.3% | |
| Fidelity Govt Money Mkt K6 Mutual Funds | — | — | — | $83K | 0.2% | |
| Fidelity Inflation Protected Bond I Mutual Funds | — | — | — | $80K | 0.2% | |
| CREF Stock R1 Mutual Funds | — | — | — | $73K | 0.2% | |
| Fidelity FreeIndx 2020 Inst Prm Mutual Funds | — | — | — | $66K | 0.2% | |
| Mfs Midcap Value R6 Mutual Funds | — | — | — | $61K | 0.2% | |
| PIMCO Intl Bond Hedge Inst Mutual Funds | — | — | — | $59K | 0.2% | |
| CREF Core Bond R1 Mutual Funds | — | — | — | $55K | 0.2% | |
| TIAA Access Lifecycle 2010 T4 Mutual Funds 448 TIAA Access Quant Sml Cp Eq T4 Mutual Funds 684 TIAA Access Real Estate Securities Mutual Funds | — | — | — | $55K | 0.2% | |
| CREF Money Market R1 Mutual Funds | — | — | — | $54K | 0.2% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $53K | 0.2% | |
| TIAA Plan Loan Default Fund Guaranateed Investment Contract | — | — | — | $52K | 0.2% | |
| DodgeCox International Stock I Mutual Funds | — | — | — | $50K | 0.1% | |
| Fidelity International Index Mutual Funds | — | — | — | $49K | 0.1% | |
| Goldman Sachs GQG Partner Internati Mutual Funds | — | — | — | $49K | 0.1% | |
| Fidelity FreeIndx 2065 Inst Prm Mutual Funds | — | — | — | $46K | 0.1% | |
| NW Loomis AllCap Growth R6 Mutual Funds | — | — | — | $44K | 0.1% | |
| TIAA Access NUV Lifecycle 2035 T4 Mutual Funds | — | — | — | $44K | 0.1% | |
| Avnts US Large Cap Value Inst Mutual Funds | — | — | — | $44K | 0.1% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | — | — | — | $41K | 0.1% | |
| Putnam Small Cap Value Growth Y Mutual FUnds | — | — | — | $41K | 0.1% | |
| JPMorgan Equity Income R5 Mutual Funds | — | — | — | $40K | 0.1% | |
| Fidelity FreeIndx 2010 Inst Prm Mutual Funds | — | — | — | $38K | 0.1% | |
| Avnts Emerg Mkt E9 Mutual Funds | — | — | — | $38K | 0.1% | |
| PGIM Total Return Bond R6 Mutual Funds | — | — | — | $38K | 0.1% | |
| Franklin Small Cap Value Adv Mutual Funds | — | — | — | $33K | <0.1% | |
| PIMCO Real Return Inst Mutual Funds | — | — | — | $29K | <0.1% | |
| CREF Equity Index R1 Mutual Funds | — | — | — | $27K | <0.1% | |
| Fidelity Select Semi Con Mutual Funds | — | — | — | $26K | <0.1% | |
| JPMorgan Hdg Eq R6 Mutual Funds | — | — | — | $26K | <0.1% | |
| Black Rock High Yield Bond Port K Mutual Funds | — | — | — | $26K | <0.1% | |
| LeggM CirBrdg Intl Growth I Mutual Funds | — | — | — | $25K | <0.1% | |
| CREF Inflation-Linked Bond R1 Mutual Funds | — | — | — | $23K | <0.1% | |
| Principal Global Real Estate R6 Mutual Funds | — | — | — | $22K | <0.1% | |
| Diamond Hill Mid Cap I Mutual Funds | — | — | — | $22K | <0.1% | |
| Mfs Midcap Growth R6 Mutual Funds | — | — | — | $22K | <0.1% | |
| Legal & Gen Comm Strat FD Mutual Funds | — | — | — | $21K | <0.1% | |
| Black Rock Total Rtn K Mutual Funds | — | — | — | $20K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18K | <0.1% | |
| Impax Glblenvir Mkt Mutual Funds | — | — | — | $16K | <0.1% | |
| PGIM High Yield R6 Mutual Funds | — | — | — | $16K | <0.1% | |
| TIAA Access NUV Internat Equity T4 Mutual Funds | — | — | — | $14K | <0.1% | |
| TIAA Access NUV Lifecycle 2045 T4 Mutual Funds | — | — | — | $13K | <0.1% | |
| Agr Long Short Equity I Mutual Funds | — | — | — | $13K | <0.1% | |
| Vanguard Explorer Adml Mutual Funds | — | — | — | $13K | <0.1% | |
| Avnts US Small Cap Value Inst Mutual Funds | — | — | — | $13K | <0.1% | |
| TIAA Access NUV Equity Index T4 Mutual Funds | — | — | — | $13K | <0.1% | |
| Ab Glbl Bd Z Mutual Funds | — | — | — | $13K | <0.1% | |
| TIAA Access NUV Core Bond Plus T4 Mutual Funds | — | — | — | $12K | <0.1% | |
| Fidelity FreeIndx 2015 Inst Prm Mutual Funds | — | — | — | $11K | <0.1% | |
| TIAA Access NUV Core Equity T4 Mutual Funds | — | — | — | $10K | <0.1% | |
| TIAA Access Nuv Small-Cap Bl IX t4 Mutual Funds | — | — | — | $8K | <0.1% | |
| TIAA Access NUV Large-Cap Growth T4 Mutual Funds | — | — | — | $5K | <0.1% | |
| TIAA Access NUV Large-Cap Value T4 Mutual Funds | — | — | — | $4K | <0.1% | |
| TIAA Access NUV Mid-Cap Growth T4 Mutual Funds | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| TIAA Access NUV Lifecycle Retire In Mutual Funds | — | — | — | $1K | <0.1% |