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Original filing (PDF)20251014155402NAL0006757570001
ILLINOIS INSTITUTE OF TECHNOLOGY
Form 5500
FILING_RECEIVED
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
6 service providers
Active participants
1,035
Accounts w/ balance
2,612
Plan assets (EOY)
$598.0M
Net assets (EOY)
$598.0M
How this plan invests
This plan
1 pooled trust
Schedule D
78 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLINOIS INSTITUTE OF TECHNOLOGY.
Plan sponsor
Name
ILLINOIS INSTITUTE OF TECHNOLOGY
EIN
36-2170136
Address
10 W. 35TH STREET · 13TH FLOOR · CHICAGO, IL · 606163717
Phone
(312) 567-3353
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
| FASCORE, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $281 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $9K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $661 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | CHICAGO, IL | NONE | $90K | — |
| FOLEY & LARDNER LLP | 39-0473800 | — | NONE | $19K | — |
Investments
77 direct securities · 1 pooled fund· $597.1M(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
$583.0M
77 holdings
Pooled Separate Account
$14.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF | — | — | — | $110.2M | 18.4% | |
| TIAA | — | — | — | $94.8M | 15.9% | |
| TIAA-CREF | — | — | — | $49.3M | 8.2% | |
| TIAA-CREF | — | — | — | $48.0M | 8.0% | |
| TIAA | — | — | — | $32.6M | 5.5% | |
| TIAA-CREF | — | — | — | $28.1M | 4.7% | |
| Fidelity | — | — | — | $22.8M | 3.8% | |
| TIAA-CREF | — | — | — | $18.7M | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.1M | 2.4% | |
| TIAA-CREF | — | — | — | $12.2M | 2.0% | |
| TIAA | — | — | — | $10.9M | 1.8% | |
| Fidelity | — | — | — | $10.3M | 1.7% | |
| Fidelity | — | — | — | $9.8M | 1.6% | |
| TIAA-CREF | — | — | — | $8.5M | 1.4% | |
| Fidelity | — | — | — | $8.4M | 1.4% | |
| Fidelity | — | — | — | $8.2M | 1.4% | |
| Fidelity | — | — | — | $7.7M | 1.3% | |
| Fidelity | — | — | — | $7.7M | 1.3% | |
| Fidelity | — | — | — | $7.4M | 1.2% | |
| TIAA | — | — | — | $7.1M | 1.2% | |
| TIAA | — | — | — | $5.6M | 0.9% | |
| Fidelity | — | — | — | $5.6M | 0.9% | |
| Fidelity | — | — | — | $5.0M | 0.8% | |
| TIAA | — | — | — | $4.6M | 0.8% | |
| Fidelity | — | — | — | $4.6M | 0.8% | |
| TIAA | — | — | — | $4.3M | 0.7% | |
| TIAA | — | — | — | $3.7M | 0.6% | |
| TIAA-CREF | — | — | — | $3.4M | 0.6% | |
| TIAA | — | — | — | $3.3M | 0.6% | |
| Fidelity | — | — | — | $3.1M | 0.5% | |
| TIAA | — | — | — | $3.1M | 0.5% | |
| TIAA | — | — | — | $2.9M | 0.5% | |
| Fidelity | — | — | — | $2.8M | 0.5% | |
| Fidelity | — | — | — | $2.6M | 0.4% | |
| Fidelity | — | — | — | $2.3M | 0.4% | |
| Fidelity | — | — | — | $2.2M | 0.4% | |
| Fidelity | — | — | — | $1.9M | 0.3% | |
| Participant loans | — | — | — | $1.7M | 0.3% | |
| Fidelity | — | — | — | $1.5M | 0.3% | |
| TIAA | — | — | — | $1.4M | 0.2% | |
| Fidelity | — | — | — | $1.4M | 0.2% | |
| TIAA | — | — | — | $1.3M | 0.2% | |
| Fidelity | — | — | — | $1.2M | 0.2% | |
| Fidelity | — | — | — | $1.1M | 0.2% | |
| Fidelity | — | — | — | $850K | 0.1% | |
| Fidelity | — | — | — | $753K | 0.1% | |
| TIAA | — | — | — | $703K | 0.1% | |
| Fidelity | — | — | — | $686K | 0.1% | |
| Fidelity | — | — | — | $621K | 0.1% | |
| Mutual of America | — | — | — | $546K | <0.1% | |
| Mutual of America | — | — | — | $520K | <0.1% | |
| Fidelity | — | — | — | $487K | <0.1% | |
| Mutual of America | — | — | — | $484K | <0.1% | |
| TIAA | — | — | — | $443K | <0.1% | |
| TIAA | — | — | — | $414K | <0.1% | |
| Empower | — | — | — | $409K | <0.1% | |
| Fidelity | — | — | — | $392K | <0.1% | |
| Mutual of America | — | — | — | $362K | <0.1% | |
| TIAA | — | — | — | $333K | <0.1% | |
| TIAA | — | — | — | $256K | <0.1% | |
| Mutual of America | — | — | — | $243K | <0.1% | |
| Mutual of America | — | — | — | $149K | <0.1% | |
| Fidelity | — | — | — | $142K | <0.1% | |
| Mutual of America | — | — | — | $141K | <0.1% | |
| TIAA | — | — | — | $139K | <0.1% | |
| Mutual of America | — | — | — | $121K | <0.1% | |
| Mutual of America | — | — | — | $99K | <0.1% | |
| Mutual of America | — | — | — | $96K | <0.1% | |
| TIAA | — | — | — | $71K | <0.1% | |
| Mutual of America | — | — | — | $65K | <0.1% | |
| Mutual of America | — | — | — | $47K | <0.1% | |
| Mutual of America | — | — | — | $18K | <0.1% | |
| Mutual of America | — | — | — | $17K | <0.1% | |
| Mutual of America | — | — | — | $15K | <0.1% | |
| Mutual of America | — | — | — | $8K | <0.1% | |
| Mutual of America | — | — | — | $5K | <0.1% | |
| Mutual of America | — | — | — | $689 | <0.1% | |
| Mutual of America | — | — | — | $1 | <0.1% |