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Original filing (PDF)20251002175012NAL0000478531001
AMERICAN LIBRARY ASSOCIATION
Form 5500
FILING_RECEIVED
AMERICAN LIBRARY ASSOCIATION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
193
Accounts w/ balance
577
Plan assets (EOY)
$92.0M
Net assets (EOY)
$92.0M
How this plan invests
This plan
1 pooled trust
Schedule D
54 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN LIBRARY ASSOCIATION.
Plan sponsor
Name
AMERICAN LIBRARY ASSOCIATION
EIN
36-2166947
Address
225 N MICHIGAN AVENUE, SUITE 1300 · CHICAGO, IL · 60601
Phone
(312) 280-5834
Industry
Other Services (ex. Public Admin)see all
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
2025-10-02
Pension benefit codes
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
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $62K | — |
| TIAA | 13-1624203 | — | NONE | $11K | — |
Investments
53 direct securities · 1 pooled fund· $92.0M(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
$88.5M
53 holdings
Pooled Separate Account
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREFVA TIAA Guaranteed - Non Benefit Responsive | — | — | — | $19.8M | 21.5% | |
| CREFVA CREF Stock | — | — | — | $16.2M | 17.6% | |
| CREFVA CREF Global Equities | — | — | — | $7.9M | 8.6% | |
| CREFVA CREF Growth | — | — | — | $7.2M | 7.8% | |
| CREFVA TIAA Guaranteed - Benefit Responsive | — | — | — | $4.0M | 4.3% | |
| CREFVA CREF Equity Index | — | — | — | $3.5M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.5M | 3.8% | |
| CREFVA CREF Social Choice | — | — | — | $3.0M | 3.3% | |
| CREFVA CREF Bond Market | — | — | — | $2.7M | 2.9% | |
| CREFVA Nuveen International Equity Retirement | — | — | — | $2.1M | 2.3% | |
| CREFVA Nuveen Small Cap Equity Retirement | — | — | — | $1.7M | 1.8% | |
| CREFVA Nuveen Large Cap Value Retirement | — | — | — | $1.6M | 1.8% | |
| CREFVA CREF Money Market | — | — | — | $1.4M | 1.5% | |
| CREFVA CREF Inflation-Linked Bond | — | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2045 Retirement | — | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2035 Retirement | — | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2025 Retirement | — | — | — | $1.1M | 1.2% | |
| CREFVA Nuveen Mid Cap Value Retirement | — | — | — | $1.1M | 1.2% | |
| CREFVA Vanguard Balanced Idx Instadm | — | — | — | $944K | 1.0% | |
| CREFVA T.Rowe Price Retirement 2050 I | — | — | — | $890K | 1.0% | |
| CREFVA Vanguard 500 Idx Adm | — | — | — | $852K | 0.9% | |
| CREFVA Nuveen Lifecycle 2030 Retirement | — | — | — | $830K | 0.9% | |
| CREFVA T.Rowe Price Retirement 2030 I | — | — | — | $763K | 0.8% | |
| CREFVA T.Rowe Price Retirement 2045 I | — | — | — | $677K | 0.7% | |
| CREFVA T.Rowe Price Retirement 2035 I | — | — | — | $640K | 0.7% | |
| CREFVA Nuveen Lifecycle 2050 Retirement | — | — | — | $607K | 0.7% | |
| CREFVA Nuveen Lifecycle 2040 Retirement | — | — | — | $568K | 0.6% | |
| CREFVA Vanguard Mid-Cap Idx Adm | — | — | — | $541K | 0.6% | |
| CREFVA Nuveen Lifecycle 2055 Retirement | — | — | — | $444K | 0.5% | |
| CREFVA T.Rowe Price Retirement 2055 I | — | — | — | $415K | 0.5% | |
| CREFVA T.Rowe Price Retirement 2040 I | — | — | — | $415K | 0.5% | |
| CREFVA JPMorgan Large Cap Growth R6 | — | — | — | $367K | 0.4% | |
| CREFVA T.Rowe Price Retirement 2025 I | — | — | — | $358K | 0.4% | |
| CREFVA Vanguard Developed Mkts Idx Adm | — | — | — | $345K | 0.4% | |
| CREFVA Vanguard Small-Cap Idx Adm | — | — | — | $272K | 0.3% | |
| CREFVA Vanguard Windsor Adm | — | — | — | $228K | 0.2% | |
| CREFVA Allspring Spec Mid Cap Val R6 | — | — | — | $186K | 0.2% | |
| CREFVA Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $175K | 0.2% | |
| CREFVA Nuveen International Res Eq R6 | — | — | — | $174K | 0.2% | |
| CREFVA Nuveen Mid Cap Growth Retirement | — | — | — | $154K | 0.2% | |
| CREFVA T.Rowe Price Retirement 2060 I | — | — | — | $154K | 0.2% | |
| from participants maturities up to 5 years) | — | — | — | $120K | 0.1% | |
| CREFVA T.Rowe Price Retirement 2020 I | — | — | — | $102K | 0.1% | |
| CREFVA Nuveen Lifecycle 2060 Retirement | — | — | — | $82K | <0.1% | |
| CREFVA Nuveen Lifecycle Retirement Inc. | — | — | — | $71K | <0.1% | |
| CREFVA DFA US Targeted Val Port Inst | — | — | — | $64K | <0.1% | |
| CREFVA Nuveen Lifecycle 2010 Retirement | — | — | — | $63K | <0.1% | |
| CREFVA Janus Henderson Enterprise N | — | — | — | $58K | <0.1% | |
| CREFVA Vanguard Treasury Moneymarket Inv | — | — | — | $56K | <0.1% | |
| CREFVA Nuveen Lifecycle 2015 Retirement 36 * CREFVA Nuveen Lifecycle 2020 Retirement | — | — | — | $38K | <0.1% | |
| CREFVA T Rowe Price Retirement 2065 I | — | — | — | $22K | <0.1% | |
| CREFVA American Century Sm Cap Grw R6 | — | — | — | $10K | <0.1% | |
| CREFVA Nuveen Large Cap Responsible Eq R6 | — | — | — | $3K | <0.1% | |
| CREFVA T.Rowe Price Retirement 2015 I | — | — | — | $2K | <0.1% |
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