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Original filing (PDF)20251002090239NAL0000171379001
EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES
Form 5500
FILING_RECEIVED
EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES 403(B) PLAN
403(b) retirement plan
Active participants
347
Accounts w/ balance
647
Plan assets (EOY)
$100.8M
Net assets (EOY)
$100.8M
How this plan invests
This plan
1 pooled trust
Schedule D
94 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES.
Plan sponsor
Name
EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES
EIN
36-2367980
Address
3624 MARKET STREET · PHILADELPHIA, PA · 19104
Phone
(215) 823-2253
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC. | — | WEST COLUMBIA, SC | RECORDKEEPER | $5K | — |
Investments
93 direct securities · 1 pooled fund· $87.5M(87% 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
$83.1M
89 holdings
Insurance Contracts
$1.8M
1 holding
Pooled Separate Account
$1.1M
1 holding
Real Estate
$1.0M
2 holdings
Mutual Funds
$376K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Retirement 2045 Inv Mutual fund | — | — | — | $8.5M | 8.4% | |
| Registered investment companies CREF Stock R2 Registered investment companies | — | — | — | $8.0M | 7.9% | |
| TIAA Traditional Non-Benefit Responsive Insurance company general account | — | — | — | $6.7M | 6.7% | |
| Target Retirement 2050 Inv Mutual fund | — | — | — | $6.3M | 6.2% | |
| Target Retirement 2060 Inv Mutual fund | — | — | — | $5.8M | 5.8% | |
| Target Retirement 2040 Inv Mutual fund | — | — | — | $5.5M | 5.4% | |
| Target Retirement 2035 Inv Mutual fund | — | — | — | $4.4M | 4.4% | |
| CREF Growth R2 Registered investment companies | — | — | — | $4.2M | 4.1% | |
| CREF Equity Index R2 Registered investment companies | — | — | — | $3.3M | 3.3% | |
| Target Retirement 2030 Inv Mutual fund | — | — | — | $2.4M | 2.4% | |
| CREF Global Equities R2 Registered investment companies | — | — | — | $2.0M | 2.0% | |
| TIAA Traditional Benefit Responsive Insurance company general account | Insurance Contracts | — | — | $1.8M | 1.8% | |
| Target Retirement 2025 Inv Mutual fund | — | — | — | $1.8M | 1.8% | |
| STAR Inv Mutual fund | — | — | — | $1.7M | 1.7% | |
| TARGET RETIREMENT 2025 FUND Mutual fund | — | — | — | $1.6M | 1.6% | |
| 500 INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $1.5M | 1.5% | |
| U.S. GROWTH FUND ADMIRAL SHARES Mutual fund | — | — | — | $1.4M | 1.4% | |
| Target Retirement Income Inv Mutual fund | — | — | — | $1.3M | 1.3% | |
| CREF Social Choice R2 Registered investment companies | — | — | — | $1.2M | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 1.1% | |
| International Growth Inv Mutual fund | — | — | — | $1.1M | 1.1% | |
| CREF Bond Market R2 Registered investment companies | — | — | — | $1.0M | 1.0% | |
| Index Admiral Mutual fund | Real Estate | — | — | $1.0M | 1.0% | |
| Total Intl Stock Index Admiral Mutual fund | — | — | — | $913K | 0.9% | |
| CREF Inflation-Linked Bond R2 Registered investment companies | — | — | — | $818K | 0.8% | |
| CREF Money Market R2 Money market fund | — | — | — | $807K | 0.8% | |
| TARGET RETIREMENT 2035 FUND Mutual fund | — | — | — | $638K | 0.6% | |
| Prime Money Market Investor Money market fund | — | — | — | $622K | 0.6% | |
| Maturities between 2022 - 2029 | — | — | — | $608K | 0.6% | |
| Variable annuity contracts TIAA Access Intl Equity Idx T3 Variable annuity contract | — | — | — | $596K | 0.6% | |
| Target Retirement 2020 Inv Mutual fund | — | — | — | $487K | 0.5% | |
| TARGET RETIREMENT INCOME FUND Mutual fund | — | — | — | $463K | 0.5% | |
| Target Retirement 2055 Inv Mutual fund | — | — | — | $460K | 0.5% | |
| TIAA Access Sm-Cap Bl Idx T3 Variable annuity contract | — | — | — | $446K | 0.4% | |
| WELLESLEY INCOME FUND ADMIRAL S Mutual fund | — | — | — | $410K | 0.4% | |
| STRATEGIC EQUITY FUND Mutual fund | — | — | — | $404K | 0.4% | |
| Inflation-Protected Secs Inv Mutual fund | Mutual Funds | — | — | $376K | 0.4% | |
| TIAA Access Lifecycle 2025 T3 Variable annuity contract | — | — | — | $355K | 0.4% | |
| SMALL-CAP GROWTH INDEX FUND ADMIRAL Mutual fund | — | — | — | $311K | 0.3% | |
| BALANCED INDEX FUND ADMIRAL Mutual fund | — | — | — | $308K | 0.3% | |
| WINDSOR FUND ADMIRAL SHARES Mutual fund | — | — | — | $302K | 0.3% | |
| TIAA Access Lifecycle 2030 T3 Variable annuity contract | — | — | — | $289K | 0.3% | |
| INTERNATIONAL VALUE FUND Mutual fund | — | — | — | $258K | 0.3% | |
| SMALL-CAP INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $253K | 0.3% | |
| TARGET RETIREMENT 2045 FUND Mutual fund | — | — | — | $236K | 0.2% | |
| EMERGING MARKETS STOCK INDEX Mutual fund | — | — | — | $220K | 0.2% | |
| LIFESTRATEGY GROWTH FUND Mutual fund | — | — | — | $216K | 0.2% | |
| Plan Loan Default Fund Insurance company general account | — | — | — | $206K | 0.2% | |
| INTERNATIONAL GROWTH FUND Mutual fund | — | — | — | $177K | 0.2% | |
| WELLINGTON FUND ADMIRAL SHARES Mutual fund | — | — | — | $167K | 0.2% | |
| Target Retirement 2065 Inv Mutual fund | — | — | — | $149K | 0.1% | |
| TIAA Access-D&C Intl Stock T3 Variable annuity contract | — | — | — | $148K | 0.1% | |
| LARGE-CAP INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $131K | 0.1% | |
| TIAA Access Mid-Cap Gr T3 Variable annuity contract | — | — | — | $129K | 0.1% | |
| MID-CAP INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $125K | 0.1% | |
| TIAA Access Lifecycle 2035 T3 Variable annuity contract | — | — | — | $122K | 0.1% | |
| WINDSOR II FUND ADMIRAL SHARES Mutual fund | — | — | — | $111K | 0.1% | |
| VANGUARD VALUE INDEX FUND ADMIRAL SHARES Mutual fund | — | — | — | $109K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $100K | <0.1% | |
| ENERGY FUND ADMIRAL SHARES Mutual fund | — | — | — | $84K | <0.1% | |
| STAR FUND Mutual fund | — | — | — | $79K | <0.1% | |
| VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL Mutual fund | — | — | — | $78K | <0.1% | |
| GROWTH INDEX FUND ADMIRAL Mutual fund | — | — | — | $73K | <0.1% | |
| INTERMEDIATE-TERM INVESTMENTGR Mutual fund | — | — | — | $71K | <0.1% | |
| Cash Reserves Federal Money Admiral Registered investment companies | — | — | — | $67K | <0.1% | |
| MID-CAP GROWTH FUND Mutual fund | — | — | — | $65K | <0.1% | |
| TREASURY Money MARKET FUND Money market fund | — | — | — | $64K | <0.1% | |
| VANGUARD LONG-TERM BOND INDEX FUND- ADMIRAL Mutual fund | — | — | — | $64K | <0.1% | |
| TIAA Access Lifecycle 2045 T3 Variable annuity contract | — | — | — | $63K | <0.1% | |
| EQUITY INCOME FUND ADMIRAL Mutual fund | — | — | — | $59K | <0.1% | |
| Short-Term Bond Index Adm Mutual fund | — | — | — | $55K | <0.1% | |
| EUROPEAN STOCK INDEX FUND Mutual fund | — | — | — | $51K | <0.1% | |
| GROWTH AND INCOME FUND Mutual fund | — | — | — | $50K | <0.1% | |
| SHORT-TERM INVESTMENT-GRADE FUND Mutual fund | — | — | — | $48K | <0.1% | |
| TIAA Access Lifecycle 2040 T3 Variable annuity contract | — | — | — | $39K | <0.1% | |
| TIAA Access Lifecycle 2050 T3 Variable annuity contract | — | — | — | $39K | <0.1% | |
| LONG-TERM TREASURY FUND ADMIRAL Mutual fund | — | — | — | $37K | <0.1% | |
| FEDERAL Money MARKET FUND Money market fund | — | — | — | $34K | <0.1% | |
| GROWTH AND INCOME FUND ADMIRAL Mutual fund | — | — | — | $30K | <0.1% | |
| TIAA Access Lifecycle 2055 T3 Variable annuity contract | — | — | — | $27K | <0.1% | |
| Target Retirement 2070 Inv Mutual fund | — | — | — | $24K | <0.1% | |
| EXPLORER FUND ADMIRAL SHARES Mutual fund | — | — | — | $24K | <0.1% | |
| HIGH-YIELD CORPORATE FUND Mutual fund | — | — | — | $22K | <0.1% | |
| MID-CAP VALUE INDEX FUND ADMIRAL Mutual fund | — | — | — | $21K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Mutual fund | — | — | — | $18K | <0.1% | |
| DIVIDEND GROWTH FUND Mutual fund | — | — | — | $18K | <0.1% | |
| TARGET RETIREMENT 2040 FUND Mutual fund | — | — | — | $17K | <0.1% | |
| EXTENDED MARKET INDEX FUND Mutual fund ** 545 GNMA FUND ADMIRAL SHARES Mutual fund | — | — | — | $14K | <0.1% | |
| TIAA Access Lifecycle 2015 T3 Variable annuity contract ** 277 TIAA Access Lifecycle 2020 T3 Variable annuity contract | — | — | — | $11K | <0.1% | |
| INDEX - ADMIRAL Mutual fund | Real Estate | — | — | $9K | <0.1% | |
| LONG-TERM INVESTMENT-GRADE FUND Mutual fund | — | — | — | $5K | <0.1% | |
| INTERMEDIATE-TERM BOND INDEX Mutual fund | — | — | — | $5K | <0.1% | |
| SHORT-TERM BOND INDEX FUND ADMIRAL Mutual fund | — | — | — | $2K | <0.1% | |
| WINDSOR FUND INVESTOR SHARES Mutual fund | — | — | — | $2K | <0.1% |
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