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Original filing (PDF)20251009155038NAL0003723555001
NATIONAL OPINION RESEARCH CENTER
Form 5500
FILING_RECEIVED
NORC, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,263
Accounts w/ balance
5,369
Plan assets (EOY)
$246.8M
Net assets (EOY)
$246.8M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL OPINION RESEARCH CENTER.
Plan sponsor
Name
NATIONAL OPINION RESEARCH CENTER
EIN
36-2167808
Address
55 E. MONROE · SUITE 2000 · CHICAGO, IL · 60603
Phone
(312) 357-3872
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $129K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $47K | — |
| CONCURRENT INVESTMENT ADVISORS, LLC | 92-1819393 | — | NONE | $9K | — |
Investments
41 direct securities · 1 pooled fund· $238.2M(97% 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
$231.4M
40 holdings
Pooled Separate Account
$4.8M
1 holding
Mutual Funds
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fixed annuity contracts * TIAA Traditional Annuity (RA) | — | — | — | $29.1M | 11.8% | |
| Registered investment companies * CREF Stock R2 | — | — | — | $28.3M | 11.5% | |
| CREF Growth R2 | — | — | — | $14.8M | 6.0% | |
| TIAA and CREF Lifecycle Index 2045 Fund | — | — | — | $14.8M | 6.0% | |
| TIAA and CREF Lifecycle Index 2035 Fund | — | — | — | $12.1M | 4.9% | |
| TIAA and CREF Lifecycle Index 2050 Fund | — | — | — | $11.9M | 4.8% | |
| TIAA and CREF Lifecycle Index 2040 Fund | — | — | — | $10.9M | 4.4% | |
| CREF Global Equities R2 | — | — | — | $10.2M | 4.1% | |
| VANGUARD Inst Idx Inst | — | — | — | $9.9M | 4.0% | |
| TIAA and CREF Lifecycle Index 2030 Fund | — | — | — | $8.3M | 3.4% | |
| TIAA and CREF Lifecycle Index 2055 Fund | — | — | — | $8.3M | 3.3% | |
| CREF Equity Index R2 | — | — | — | $8.0M | 3.2% | |
| TIAA and CREF Lifecycle Index 2025 Fund | — | — | — | $7.2M | 2.9% | |
| TIAA and CREF Lifecycle Index 2020 Fund | — | — | — | $5.2M | 2.1% | |
| TIAA and CREF Lifecycle Index 2060 Fund | — | — | — | $5.1M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.8M | 1.9% | |
| CREF Social Choice R2 | — | — | — | $3.7M | 1.5% | |
| VANGUARD Developed Markets Index | — | — | — | $3.4M | 1.4% | |
| TIAA and CREF Large-Cap Value Fund | — | — | — | $3.2M | 1.3% | |
| VANGUARD Total Bond Market Index | — | — | — | $3.1M | 1.3% | |
| TIAA and CREF Small-Cap Equity Fund | — | — | — | $3.1M | 1.2% | |
| VANGUARD Federal Money Market | — | — | — | $2.8M | 1.1% | |
| VANGUARD Small-Cap Index | — | — | — | $2.7M | 1.1% | |
| CREF Core Bond R2 | — | — | — | $2.4M | 1.0% | |
| VANGUARD Mid-Cap Index | — | — | — | $2.3M | 0.9% | |
| TIAA and CREF Lifecycle Index 2015 Fund | — | — | — | $2.2M | 0.9% | |
| DFA Emerging Market Equity | — | — | — | $2.1M | 0.9% | |
| CREF Money Market R2 | — | — | — | $2.1M | 0.8% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $2.1M | 0.8% | |
| s * TIAA and CREF Lifecycle Index 2010-Inst | Mutual Funds | — | — | $2.0M | 0.8% | |
| ALLSPRING Spec Mid Cap Val R6 | — | — | — | $1.9M | 0.8% | |
| AMERICAN Balanced Fund R6 | — | — | — | $1.9M | 0.7% | |
| AMERICAN EuroPac Growth R6 | — | — | — | $1.7M | 0.7% | |
| SCHWAB US Large Cap Growth Idx | — | — | — | $1.3M | 0.5% | |
| VANGUARD REIT Index | — | — | — | $1.1M | 0.4% | |
| PRUDENTIAL Total Return Bond | — | — | — | $993K | 0.4% | |
| GOLDMAN SACHS Large-Company Growth R6 | — | — | — | $850K | 0.3% | |
| TIAA and CREF Lifecycle Index 2065 Fund | — | — | — | $727K | 0.3% | |
| DFA Intl Small Company | — | — | — | $699K | 0.3% | |
| MASSMUTUAL Select Mid-Cap Growth I | — | — | — | $675K | 0.3% | |
| DODGE Cox Stock Fund I | — | — | — | $378K | 0.2% | |
| TIAA and CREF Lifecycle Retirement Income | — | — | — | $171K | <0.1% |