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Original filing (PDF)20251010061511NAL0004383203002
CENTER FOR RESEARCH LIBRARIES
Form 5500
FILING_RECEIVED
CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
28% in single holding
Active participants
30
Accounts w/ balance
119
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive" is 28% of plan.
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 CENTER FOR RESEARCH LIBRARIES.
Plan sponsor
Name
CENTER FOR RESEARCH LIBRARIES
EIN
36-2167788
Address
6050 S KENWOOD AVE · CHICAGO, IL · 606372804
Phone
(773) 955-4545
Industry
Educational Servicessee 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
2025-10-10
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPING | $313 | — |
Investments
48 direct securities · 1 pooled fund· $13.4M(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.
Uncategorized
$13.0M
48 holdings
Pooled Separate Account
$380K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | $2.6M | $3.7M | 27.9% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | $952K | $3.0M | 22.0% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | $380K | $1.2M | 9.1% | |
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | $319K | $1.2M | 9.1% | |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm | — | — | $326K | $479K | 3.6% | |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 | — | — | $261K | $467K | 3.5% | |
| TIAA REAL ESTATE ACCOUNT TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $300K | $380K | 2.8% | |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 | — | — | $89K | $279K | 2.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 | — | — | $242K | $277K | 2.1% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | — | — | $221K | $261K | 1.9% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 | — | — | $140K | $221K | 1.6% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | $187K | $218K | 1.6% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2050 Retire | — | — | $146K | $159K | 1.2% | |
| College Retirement Equities Fund variable annuities CREF Money Market R1 | — | — | $114K | $127K | 0.9% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | $100K | $125K | 0.9% | |
| College Retirement Equities Fund variable annuities Schwab International Index Fd | — | — | $116K | $121K | 0.9% | |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 | — | — | $86K | $101K | 0.8% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | $48K | $91K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | $68K | $91K | 0.7% | |
| College Retirement Equities Fund variable annuities Vanguard Federal Money Mkt Inv | — | — | $84K | $84K | 0.6% | |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm | — | — | $78K | $70K | 0.5% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 | — | — | $50K | $69K | 0.5% | |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm | — | — | $57K | $67K | 0.5% | |
| College Retirement Equities Fund variable annuities Dodge & Cox Income Fund I | — | — | $60K | $55K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 | — | — | $20K | $48K | 0.4% | |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm | — | — | $53K | $46K | 0.3% | |
| College Retirement Equities Fund variable annuities AF EuroPacific Growth Fund R4 | — | — | $48K | $44K | 0.3% | |
| College Retirement Equities Fund variable annuities LOAN FUND | — | — | $43K | $43K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2040 Retire | — | — | $38K | $42K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 | — | — | $41K | $42K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | $26K | $41K | 0.3% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | $30K | $39K | 0.3% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2045 Retire | — | — | $29K | $32K | 0.2% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 | — | — | $25K | $23K | 0.2% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2035 Retire | — | — | $17K | $18K | 0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2060 Retire | — | — | $16K | $18K | 0.1% | |
| College Retirement Equities Fund variable annuities Delaware Small CapCore Fd Inst | — | — | $15K | $17K | 0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 | — | — | $9K | $14K | 0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2055 Retire | — | — | $12K | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities Dodge & Cox Stock Fund I | — | — | $11K | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 | — | — | $6K | $9K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2020 Retire | — | — | $9K | $9K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2065 Retire | — | — | $5K | $5K | <0.1% | |
| }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION AMOUNT }}}}}}}}}}} }}}}}}}}}}}}}} OTHER INCOME | — | — | — | $5K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | $2K | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 | — | — | $3K | $4K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2020 T4 | — | — | $2K | $2K | <0.1% | |
| ~~~~~~~~~~~~~~ 23 STATEMENT(S) 1, 2 15531007 769095 54541 | — | — | — | $2K | <0.1% | |
| College Retirement Equities Fund variable annuities Nuveen Lifecycle 2030 Retire | — | — | $1K | $1K | <0.1% |
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