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Original filing (PDF)20251009083909NAL0003748083001
PEDIATRIC FACULTY FOUNDATION
Form 5500
FILING_RECEIVED
PEDIATRIC FACULTY FOUNDATION DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
961
Accounts w/ balance
1,099
Plan assets (EOY)
$553.0M
Net assets (EOY)
$553.0M
How this plan invests
This plan
1 pooled trust
Schedule D
47 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 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEDIATRIC FACULTY FOUNDATION.
Plan sponsor
Name
PEDIATRIC FACULTY FOUNDATION
EIN
36-3279680
Address
225 E. CHICAGO AVE. · BOX 269 · CHICAGO, IL · 60611
Phone
(847) 894-7640
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $91K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $29K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $22K | — |
Investments
46 direct securities · 1 pooled fund· $553.0M(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
$539.5M
46 holdings
Pooled Separate Account
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Annuity | — | — | — | $66.9M | 12.1% | |
| Charles Schwab Schwab® S&P 500 Index Fund | — | — | — | $50.8M | 9.2% | |
| CREF Stock Account R3 | — | — | — | $50.3M | 9.1% | |
| Nuveen Lifecycle Index 2040 | — | — | — | $45.3M | 8.2% | |
| Nuveen Lifecycle Index 2045 | — | — | — | $36.5M | 6.6% | |
| Nuveen Lifecycle Index 2050 | — | — | — | $36.1M | 6.5% | |
| CREF Growth Account R3 | — | — | — | $30.0M | 5.4% | |
| CREF Global Equities Account R3 | — | — | — | $27.2M | 4.9% | |
| Nuveen Lifecycle Index 2035 | — | — | — | $25.8M | 4.7% | |
| CREF Equity Index Account R3 | — | — | — | $13.5M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $13.5M | 2.4% | |
| Nuveen Lifecycle Index 2030 | — | — | — | $13.2M | 2.4% | |
| TIAA-CREF CREF Social Choice Account R3 | — | — | — | $11.5M | 2.1% | |
| CREF Core Bond Account R3 | — | — | — | $10.5M | 1.9% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $10.2M | 1.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $10.0M | 1.8% | |
| MFS Investment Management MFS Growth Fund Class R6 | — | — | — | $9.3M | 1.7% | |
| MFS International Diversification Fund Class R6 | — | — | — | $8.3M | 1.5% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | — | $8.2M | 1.5% | |
| Vanguard Developed Markets Index Fund Admiral Shar | — | — | — | $7.7M | 1.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $6.2M | 1.1% | |
| CREF Money Market Account R3 | — | — | — | $5.9M | 1.1% | |
| Nuveen Lifecycle Index 2055 | — | — | — | $5.8M | 1.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shar | — | — | — | $5.2M | 0.9% | |
| Nuveen Lifecycle Index 2020 | — | — | — | $4.6M | 0.8% | |
| Nuveen Lifecycle Index 2025 | — | — | — | $4.4M | 0.8% | |
| CREF Inflation-Linked Bond Account R3 | — | — | — | $4.2M | 0.8% | |
| GQG Partners GQGP Emerging Markets | — | — | — | $3.8M | 0.7% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $3.8M | 0.7% | |
| American Century American Century Mid Cap Value Fund R6 | — | — | — | $3.8M | 0.7% | |
| Nuveen Real Estate Securities Select R6 | — | — | — | $3.5M | 0.6% | |
| CREF Stock Account R4 | — | — | — | $2.8M | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.8M | 0.5% | |
| Nuveen Lifecycle Index 2015 | — | — | — | $1.9M | 0.3% | |
| CREF Social Choice R4 | — | — | — | $1.9M | 0.3% | |
| PIMCO Real Return Fund Institutional | — | — | — | $1.5M | 0.3% | |
| PGIM High Yield Fund- Class R6 | — | — | — | $1.1M | 0.2% | |
| Baird Core Plus Bond Fund | — | — | — | $1.0M | 0.2% | |
| MassMutual Small Cap Growth Equity I | — | — | — | $987K | 0.2% | |
| Allspring Special Allspring Special Small Cap Value Fund - Class R6 | — | — | — | $763K | 0.1% | |
| Nuveen Lifecycle Index 2060 | — | — | — | $754K | 0.1% | |
| Nuveen Lifecycle Index 2010 | — | — | — | $617K | 0.1% | |
| percent and 9.50 percent - | — | — | — | $406K | <0.1% | |
| Nuveen Core Impact Bond R6 | — | — | — | $342K | <0.1% | |
| TIAA Stable Value | — | — | — | $197K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income R6 | — | — | — | $61K | <0.1% | |
| Nuveen Lifecycle Index 2065 | — | — | — | $24K | <0.1% |