Original filing (PDF)20251009094341NAL0003469603001

AUDUBON NATURE INSTITUTE, INC.

Name: AUDUBON NATURE INSTITUTE, INC. — SECTION 403(B) RETIREMENT PLAN FOR AUDUBON NATURE INSTITUTE, INC., Form 5500 (2024)
Creator: AUDUBON NATURE INSTITUTE, INC.

Form 5500

FILING_RECEIVED

SECTION 403(B) RETIREMENT PLAN FOR AUDUBON NATURE INSTITUTE, INC.

403(b) retirement plan

Active participants

484

Accounts w/ balance

429

Plan assets (EOY)

$22.7M

Net assets (EOY)

$22.7M

How this plan invests

This plan

35 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 (17 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUDUBON NATURE INSTITUTE, INC..

Plan sponsor

Name

AUDUBON NATURE INSTITUTE, INC.

EIN

51-0157624

Address

6500 MAGAZINE · NEW ORLEANS, LA · 70118

Phone

(504) 861-2537

Industry

Arts, Entertainment, Recreationsee 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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

LAPORTE, APAC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
METLIFE LIFE INSURANCE COMPANY	—	CHARLOTTE, NC	RECORDKEEPER	$38K	—

Investments

35 direct securities· $18.0M(79% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Party-in- Identity of Issue, Borrower, Description of Investment, Current Interest Lessor, or Similar Party Including Share Balance Cost Value Investments, at Fair Value Mutual Funds Vanguard 500 Index Admiral	—	—	—	$4.0M	17.5%
American Funds American Balanced R6	—	—	—	$2.6M	11.5%
Vanguard Growth Index - Admiral	—	—	—	$2.0M	8.9%
American Funds 2035 Target Date Fund R6	—	—	—	$1.2M	5.2%
American Funds 2045 Target Date Fund R6	—	—	—	$988K	4.4%
American Funds 2050 Target Date Fund R6	—	—	—	$938K	4.1%
American Funds 2055 Target Date Fund R6	—	—	—	$751K	3.3%
Vanguard Mid Cap Index ADM	—	—	—	$649K	2.9%
Vanguard International Growth Adm	—	—	—	$576K	2.5%
Vanguard Small Cap Growth Index Admiral	—	—	—	$476K	2.1%
American Funds 2025 Target Date Fund R6	—	—	—	$466K	2.1%
American Funds 2060 Target Date Fund R6	—	—	—	$440K	1.9%
Vanguard Value Index-Admiral	—	—	—	$397K	1.8%
American Funds 2040 Target Date Fund R6	—	—	—	$346K	1.5%
American Funds 2030 Target Date Fund R6	—	—	—	$291K	1.3%
American Funds Capital Inc Bldr R6	—	—	—	$289K	1.3%
Vanguard Total Intl Stock Index Admiral	—	—	—	$283K	1.2%
Vanguard Small Cap Value Index Admiral	—	—	—	$223K	1.0%
Vanguard Mid-Cap Growth Index Admiral	—	—	—	$222K	1.0%
Nuveen High Yeild Income R6	—	—	—	$208K	0.9%
Dodge & Cox Income X	—	—	—	$169K	0.7%
MFS Corporate Bond R6	—	—	—	$128K	0.6%
Vanguard Mid-Cap Value Index Admiral	—	—	—	$101K	0.4%
Vanguard Lifestrategy Growth INV	—	—	—	$73K	0.3%
American Funds 2015 Target Date Fund R6	—	—	—	$55K	0.2%
JPMorgan Emerging Markets Equity R6	—	—	—	$29K	0.1%
Fidelity Inflation-Prot BD Index	—	—	—	$29K	0.1%
DFA Global Real Estate Securities I	—	—	—	$25K	0.1%
Vanguard Total Bond Market Index Adm	—	—	—	$19K	<0.1%
Vanguard Lifestrategy CNSRV GR INV	—	—	—	$15K	<0.1%
American Funds 2065 Target Date Fund R6	—	—	—	$14K	<0.1%
Vanguard Real Estate Index Admiral	—	—	—	$8K	<0.1%
American Funds 2010 Target Date Fund R6	—	—	—	$5K	<0.1%
American Funds 2020 Target Date Fund R6	—	—	—	$4K	<0.1%
Vanguard Small Cap Index Adm	—	—	—	$4K	<0.1%