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Original filing (PDF)20250821160508NAL0007550160001
NATIONAL COLLEGIATE ATHLETIC ASSOCIATION
Form 5500
FILING_RECEIVED
NCAA QUALIFIED SAVINGS PLAN
Defined-contribution retirement plan
Active participants
582
Accounts w/ balance
624
Plan assets (EOY)
$36.4M
Net assets (EOY)
$36.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL COLLEGIATE ATHLETIC ASSOCIATION.
Plan sponsor
Name
NATIONAL COLLEGIATE ATHLETIC ASSOCIATION
EIN
44-0567264
Address
P.O. BOX 6222 · INDIANAPOLIS, IN · 46206
Phone
(317) 917-6222
Industry
Other Services (ex. Public Admin)see 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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $270 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
16 direct securities · 14 pooled funds· $36.6M(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.
Common Collective Trust
$29.7M
14 holdings
Uncategorized
$6.9M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $5.9M | 16.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $5.7M | 15.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $5.3M | 14.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.4M | 12.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.9M | 7.9% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $1.8M | 4.9% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| Fidelity Management Trust Company Contrafund | — | — | — | $1.1M | 2.9% | |
| Fidelity Management Trust Company Brokeragelink Account | — | — | — | $899K | 2.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $673K | 1.9% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $652K | 1.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $474K | 1.3% | |
| Fidelity Management Trust Company Low-priced Stock Fund | — | — | — | $473K | 1.3% | |
| Dodge & Cox Stock Fund | — | — | — | $441K | 1.2% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $401K | 1.1% | |
| American Funds New Perspective Fund | — | — | — | $376K | 1.0% | |
| Fidelity Management Trust Company Managed Income Portfolio | — | — | — | $324K | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $305K | 0.8% | |
| Dodge & Cox Stock International Stock Fund | — | — | — | $283K | 0.8% | |
| The Vanguard Group FTSE-All World Index Fund | — | — | — | $249K | 0.7% | |
| Fidelity Management Trust Company US Bond Index Fund | — | — | — | $198K | 0.5% | |
| Fidelity Management Trust Company Diversified International Fund | — | — | — | $176K | 0.5% | |
| The Vanguard Group Inflation Protected Securities Fund | — | — | — | $172K | 0.5% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $86K | 0.2% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $56K | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $53K | 0.1% | |
| Dimension Fund Advisors Small Cap Fund | — | — | — | $42K | 0.1% | |
| Note receivable from participant Loans (interest rate of 4.25% to 8.5% | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $3K | <0.1% |
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