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Original filing (PDF)20250821160427NAL0004321089001
NCAA
Form 5500
FILING_RECEIVED
NCAA 403(B) SAVINGS PLAN
403(b) retirement plan
Active participants
588
Accounts w/ balance
776
Plan assets (EOY)
$78.6M
Net assets (EOY)
$78.6M
How this plan invests
This plan
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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NCAA.
Plan sponsor
Name
NCAA
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
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 | -$7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
29 direct securities· $78.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Target Retirement 2035 Trust | — | — | — | $12.1M | 15.4% | |
| The Vanguard Group Target Retirement 2030 Trust | — | — | — | $12.0M | 15.3% | |
| The Vanguard Group Target Retirement 2040 Trust | — | — | — | $10.8M | 13.8% | |
| The Vanguard Group Target Retirement 2045 Trust | — | — | — | $8.5M | 10.8% | |
| The Vanguard Group Target Retirement 2050 Trust | — | — | — | $6.3M | 8.0% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $4.7M | 6.0% | |
| The Vanguard Group Target Retirement 2025 Trust | — | — | — | $3.3M | 4.2% | |
| Fidelity Management Trust Company Contrafund | — | — | — | $3.1M | 4.0% | |
| The Vanguard Group Target Retirement 2055 Trust | — | — | — | $2.7M | 3.4% | |
| Dodge & Cox Stock Fund | — | — | — | $1.8M | 2.3% | |
| Fidelity Management Trust Company Brokeragelink | — | — | — | $1.6M | 2.0% | |
| Fidelity Management Trust Company Low-Priced Stock Fund | — | — | — | $1.3M | 1.7% | |
| Loomis Sayles Core Plus Bond Y Fund | — | — | — | $1.2M | 1.6% | |
| The Vanguard Group Federal Money Market Fund | — | — | — | $1.2M | 1.5% | |
| The Vanguard Group Target Retirement 2060 Trust | — | — | — | $1.0M | 1.3% | |
| American Funds New Perspective Fund | — | — | — | $973K | 1.2% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $960K | 1.2% | |
| Fidelity Management Trust Company US Bond Index Fund | — | — | — | $923K | 1.2% | |
| Fidelity Management Trust Company Diversified International Fund | — | — | — | $865K | 1.1% | |
| The Vanguard Group FTSE-All World Index Fund | — | — | — | $717K | 0.9% | |
| Dodge & Cox Stock International Stock Fund | — | — | — | $586K | 0.7% | |
| The Vanguard Group Target Retirement 2020 Trust | — | — | — | $562K | 0.7% | |
| The Vanguard Group Inflation Protected Securities Fund | — | — | — | $430K | 0.5% | |
| and maturity dates through September 2039) | — | — | — | $340K | 0.4% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $241K | 0.3% | |
| Dimension Fund Advisors Small Cap Fund | — | — | — | $212K | 0.3% | |
| The Vanguard Group Target Retirement 2065 Trust | — | — | — | $141K | 0.2% | |
| The Vanguard Group Target Retirement 2070 Trust | — | — | — | $60K | <0.1% | |
| Fidelity Management Trust Company Government Cash Reserve | — | — | — | $19K | <0.1% |