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Original filing (PDF)20250723090635NAL0005041872001
NATIONAL CONFERENCE OF BAR EXAMINERS
Form 5500
FILING_RECEIVED
NATIONAL CONFERENCE OF BAR EXAMINERS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
154
Accounts w/ balance
178
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
32 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL CONFERENCE OF BAR EXAMINERS.
Plan sponsor
Name
NATIONAL CONFERENCE OF BAR EXAMINERS
EIN
36-2472009
Address
302 SOUTH BEDFORD STREET · MADISON, WI · 53703
Phone
(608) 280-8550
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
2025-07-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $8K | — |
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | BROKER/ADVISOR | $0 | — |
Investments
32 direct securities· $27.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Admiral Shares | — | — | — | $4.1M | 15.2% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $2.5M | 9.1% | |
| MFS Value R6 | — | — | — | $2.4M | 8.7% | |
| Vanguard Treasury Money Market Inv | — | — | — | $1.7M | 6.2% | |
| Fidelity Advisor Total Bond Z | — | — | — | $1.5M | 5.4% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $1.2M | 4.3% | |
| Baird Aggregate Bond Inst | — | — | — | $1.1M | 4.2% | |
| American Funds Europacific GR R6 | — | — | — | $1.1M | 3.9% | |
| Columbia Overseas Value Instl 3 | — | — | — | $1.0M | 3.9% | |
| Fidelity Freedom Index 2035 Premier | — | — | — | $881K | 3.3% | |
| Vanguard International Growth ADM | — | — | — | $867K | 3.2% | |
| Vanguard Small Cap Index ADM | — | — | — | $808K | 3.0% | |
| IShares Short Term Tips Bond Index K | — | — | — | $798K | 2.9% | |
| Vanguard Mid Cap Index Fund - Admiral Shares | — | — | — | $792K | 2.9% | |
| American Century Mid Cap Value R6 | — | — | — | $679K | 2.5% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $647K | 2.4% | |
| Principal Real Estate Securities FD R-6 | — | — | — | $598K | 2.2% | |
| PIMCO Income Instl | — | — | — | $586K | 2.2% | |
| American Funds New World R6 | — | — | — | $584K | 2.2% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $547K | 2.0% | |
| DFA US Targeted Value I | — | — | — | $493K | 1.8% | |
| Empower T. Rowe Price Mid Cap Gr Inst | — | — | — | $484K | 1.8% | |
| Virtus Kar Small-Cap Growth R6 | — | — | — | $329K | 1.2% | |
| JPMorgan US Equity R6 | — | — | — | $261K | 1.0% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $259K | 1.0% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | — | $255K | 0.9% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $235K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50%, with various maturities - | — | — | — | $195K | 0.7% | |
| MFS Growth R6 | — | — | — | $143K | 0.5% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $104K | 0.4% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $2K | <0.1% |