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Original filing (PDF)20251205101252NAL0003121825001
NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
Form 5500
FILING_RECEIVED
NAEYC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.6 mo
Active participants
95
Accounts w/ balance
289
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
1 pooled trust
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
98
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN.
Plan sponsor
Name
NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
EIN
36-6009499
Address
1401 H STREET, NW, SUITE 600 · WASHINGTON, DC · 200052051
Phone
(202) 232-8777
Industry
Other Services (ex. Public Admin)see 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
2025-12-05
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | ADVISOR | $7K | — |
Investments
47 direct securities · 1 pooled fund· $25.4M(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
$24.5M
47 holdings
Pooled Separate Account
$973K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock CREF Variable Annuity NR | — | — | — | $4.6M | 18.3% | |
| TIAA Traditional Annuity Non Benefit Responsive Insurance Annuity Contract NR | — | — | — | $4.4M | 17.3% | |
| CREF Growth CREF Variable Annuity NR | — | — | — | $1.9M | 7.6% | |
| TIAA Traditional Annuity Benefit Responsive Insurance Annuity Contract, at contract value NR | — | — | — | $1.9M | 7.5% | |
| CREF Equity Index CREF Variable Annuity NR | — | — | — | $1.4M | 5.3% | |
| CREF Global Equities CREF Variable Annuity NR | — | — | — | $1.3M | 5.1% | |
| Nuveen S&P 500 Index Mutual Fund NR | — | — | — | $1.1M | 4.3% | |
| TIAA REAL ESTATE TIAA - CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $973K | 3.8% | |
| Vanguard International Growth Mutual Fund NR | — | — | — | $931K | 3.7% | |
| CREF Social Choice CREF Variable Annuity NR | — | — | — | $889K | 3.5% | |
| CREF Core Bond CREF Variable Annuity NR | — | — | — | $738K | 2.9% | |
| TIAA Access Nuveen Lifecycle 2025 TIAA Access Variable Annuity NR | — | — | — | $661K | 2.6% | |
| Nuveen Small-Cap Blend Index Mutual Fund NR | — | — | — | $622K | 2.4% | |
| TIAA Traditional Annuity Benefit Responsive 2 Insurance Annuity Contract, at contract value NR | — | — | — | $525K | 2.1% | |
| CREF Money Market CREF Variable Annuity NR | — | — | — | $521K | 2.0% | |
| TIAA Access Nuveen Lifecycle 2040 TIAA Access Variable Annuity NR | — | — | — | $404K | 1.6% | |
| Nuveen Real Estate Securities Mutual Fund NR | — | — | — | $251K | 1.0% | |
| TIAA Access Nuveen International Equity TIAA Access Variable Annuity NR | — | — | — | $251K | 1.0% | |
| CREF Inflation-Linked Bond CREF Variable Annuity NR | — | — | — | $235K | 0.9% | |
| Nuveen Large Cap Growth Mutual Fund NR 1 DFA Inflation Protected Securities Portfolio Mutual Fund NR | — | — | — | $184K | 0.7% | |
| Vanguard Value Index Mutual Fund NR | — | — | — | $129K | 0.5% | |
| TIAA Access Nuveen Mid-Cap Value TIAA Access Variable Annuity NR | — | — | — | $126K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2050 TIAA Access Variable Annuity NR | — | — | — | $119K | 0.5% | |
| TIAA Access Nuveen Real Estate Securities TIAA Access Variable Annuity NR | — | — | — | $118K | 0.5% | |
| TIAA Access Nuveen Large-Cap Responsible Equity TIAA Access Variable Annuity NR | — | — | — | $116K | 0.5% | |
| TIAA Access Nuveen Large-Cap Value TIAA Access Variable Annuity NR | — | — | — | $109K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2035 TIAA Access Variable Annuity NR | — | — | — | $106K | 0.4% | |
| Nuveen Core Impact Bond Mutual Fund NR | — | — | — | $105K | 0.4% | |
| TIAA Access Nuveen Small-Cap Blend Index TIAA Access Variable Annuity NR | — | — | — | $102K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2045 TIAA Access Variable Annuity NR | — | — | — | $93K | 0.4% | |
| TIAA Access Nuveen Mid-Cap Growth TIAA Access Variable Annuity NR | — | — | — | $70K | 0.3% | |
| TIAA Access Nuveen Quant Small-Cap Equity TIAA Access Variable Annuity NR | — | — | — | $68K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2030 TIAA Access Variable Annuity NR | — | — | — | $57K | 0.2% | |
| TIAA Access Nuveen Large-Cap Growth TIAA Access Variable Annuity NR | — | — | — | $53K | 0.2% | |
| TIAA Access Nuveen Equity Index TIAA Access Variable Annuity NR 635 * TIAA Access Nuveen Core Equity TIAA Access Variable Annuity NR | — | — | — | $46K | 0.2% | |
| Participant loans Various, bearing interest from 4.25% - 9.50% - | — | — | — | $35K | 0.1% | |
| American Funds Capital World Growth and Income Mutual Fund NR | — | — | — | $24K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2055 TIAA Access Variable Annuity NR | — | — | — | $18K | <0.1% | |
| TIAA Access Nuveen Core Plus Bond TIAA Access Variable Annuity NR | — | — | — | $18K | <0.1% | |
| Nuveen Large-Cap Responsible Equity Mutual Fund NR | — | — | — | $17K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2060 TIAA Access Variable Annuity NR | — | — | — | $17K | <0.1% | |
| Vanguard Mid-Cap Value Index Mutual Fund NR | — | — | — | $12K | <0.1% | |
| TIAA Traditional Annuity Non Benefit Responsive 2 Insurance Annuity Contract NR | — | — | — | $11K | <0.1% | |
| Vanguard Small-Cap Value Index Mutual Fund NR | — | — | — | $9K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2015 TIAA Access Variable Annuity NR | — | — | — | $6K | <0.1% | |
| Nuveen Money Market Money Market Mutual Fund NR | — | — | — | $5K | <0.1% | |
| Federated Hermes Kaufman Small Cap Mutual Fund NR | — | — | — | $5K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income TIAA Access Variable Annuity NR | — | — | — | $1K | <0.1% |