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Original filing (PDF)20251008090442NAL0005599681001
MADISON AREA REHABILITATION CENTERS INC.
Form 5500
FILING_RECEIVED
MARC DEVELOPMENT CENTERS DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
27% in single holding
Active participants
77
Accounts w/ balance
232
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA Traditional Non-Benefit Responsive N/A" is 27% of plan.
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 MADISON AREA REHABILITATION CENTERS INC..
Plan sponsor
Name
MADISON AREA REHABILITATION CENTERS INC.
EIN
39-0968930
Address
901 POST ROAD · MADISON, WI · 537133260
Phone
(608) 223-9110
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED PUBLIC ACCOUNTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $3K | — |
Investments
37 direct securities · 1 pooled fund· $11.8M(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
$11.6M
37 holdings
Pooled Separate Account
$219K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive N/A | — | — | — | $3.2M | 27.4% | |
| CREF Stock N/A | — | — | — | $1.6M | 13.8% | |
| State Street Equity 500 Index N/A | — | — | — | $890K | 7.6% | |
| CREF Global Equities N/A | — | — | — | $724K | 6.1% | |
| CREF Growth N/A | — | — | — | $659K | 5.6% | |
| State Street Cap Equity ex-U.S. N/A | — | — | — | $571K | 4.8% | |
| TIAA Traditional Benefit Responsive 2 N/A | — | — | — | $510K | 4.3% | |
| TIAA Access Nuveen Lifecycle 2035 N/A | — | — | — | $463K | 3.9% | |
| TIAA Traditional Benefit Responsive N/A | — | — | — | $374K | 3.2% | |
| CREF Social Choice N/A | — | — | — | $274K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $219K | 1.9% | |
| TIAA Access Nuveen International Equity N/A | — | — | — | $196K | 1.7% | |
| CREF Equity Index N/A | — | — | — | $185K | 1.6% | |
| State Street Mid-Cap Equity N/A | — | — | — | $161K | 1.4% | |
| CREF Core Bond N/A | — | — | — | $144K | 1.2% | |
| TIAA Access Nuveen Large Cap Value N/A | — | — | — | $136K | 1.2% | |
| TIAA Access Nuveen Lifecycle 2040 N/A | — | — | — | $135K | 1.1% | |
| TIAA Access Nuveen Mid Cap Value N/A | — | — | — | $134K | 1.1% | |
| CREF Inflation-Linked Bond N/A | — | — | — | $117K | 1.0% | |
| CREF Money Market N/A | — | — | — | $111K | 0.9% | |
| State Street Aggregate Bond Index N/A | — | — | — | $108K | 0.9% | |
| TIAA Access Nuveen Lifecycle 2050 N/A | — | — | — | $101K | 0.9% | |
| TIAA Access Nuveen Small Cap Equity N/A | — | — | — | $95K | 0.8% | |
| TIAA Access Nuveen Real Estate Securities N/A | — | — | — | $82K | 0.7% | |
| Schwab Treasury Inflation Protected Securities Index N/A | — | — | — | $75K | 0.6% | |
| TIAA Access Nuveen Lifecycle 2060 N/A | — | — | — | $71K | 0.6% | |
| iShares Developed Real Estate N/A | — | — | — | $65K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2020 N/A | — | — | — | $60K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2045 N/A | — | — | — | $58K | 0.5% | |
| TIAA Access Nuveen Small Cap Blend Index N/A | — | — | — | $50K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2055 N/A | — | — | — | $41K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2025 N/A | — | — | — | $40K | 0.3% | |
| TIAA Access Nuveen Large Cap Responsibility Equity N/A | — | — | — | $33K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2030 N/A | — | — | — | $29K | 0.2% | |
| Notes receivable from participants (8.00% - 9.50%) - 0 - | — | — | — | $11K | <0.1% | |
| TIAA Access Nuveen Core Plus Bond N/A | — | — | — | $8K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income N/A | — | — | — | $2K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth N/A | — | — | — | $1K | <0.1% |
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