Back to filter
Original filing (PDF)20251014093826NAL0001184307004
SOCIETY FOR NEUROSCIENCE
Form 5500
FILING_RECEIVED
SOCIETY FOR NEUROSCIENCE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
305
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
1 pooled trust
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETY FOR NEUROSCIENCE.
Plan sponsor
Name
SOCIETY FOR NEUROSCIENCE
EIN
52-0895843
Address
1121 14TH STREET, NW, SUITE 1010 · WASHINGTON, DC · 200055642
Phone
(202) 962-4000
Industry
Educational Servicessee 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
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | ST. PETERSBURG, FL | ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | NEW YORK, NY | — | $7K | — |
Investments
60 direct securities · 1 pooled fund· $26.3M(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
$25.9M
60 holdings
Pooled Separate Account
$343K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA and CREF Stock R1 N/A | — | — | — | $3.7M | 14.0% | |
| American Funds American Funds 2035 Ret R-5E N/A | — | — | — | $2.6M | 10.0% | |
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A | — | — | — | $2.4M | 9.2% | |
| TIAA and CREF Growth R1 N/A | — | — | — | $2.3M | 8.6% | |
| American Funds American Funds 2045 Ret R-5E N/A | — | — | — | $2.2M | 8.4% | |
| TIAA and CREF Global Equities R1 N/A | — | — | — | $1.3M | 4.8% | |
| American Funds American Funds 2055 Ret R-5E N/A | — | — | — | $1.1M | 4.2% | |
| American Funds American Funds 2040 Ret R-5E N/A | — | — | — | $1.1M | 4.1% | |
| American Funds AF American Balanced Fund R6 N/A | — | — | — | $1.0M | 3.9% | |
| American Funds American Funds 2050 Ret R-5E N/A | — | — | — | $928K | 3.5% | |
| American Funds American Funds 2025 Ret R-5E N/A | — | — | — | $847K | 3.2% | |
| TIAA and CREF Equity Index R1 N/A | — | — | — | $669K | 2.5% | |
| Ishares S&P 500 Index Fund K N/A | — | — | — | $649K | 2.5% | |
| American Funds American Funds 2030 Ret R-5E N/A | — | — | — | $498K | 1.9% | |
| Victory RS Global Fund Class A N/A | — | — | — | $367K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $343K | 1.3% | |
| TIAA and CREF Money Market R1 N/A | — | — | — | $292K | 1.1% | |
| TIAA and CREF Bond Market R1 N/A | — | — | — | $274K | 1.0% | |
| American Funds American Funds 2060 Ret R-5E N/A | — | — | — | $262K | 1.0% | |
| MFS International Growth CI R4 N/A | — | — | — | $246K | 0.9% | |
| TIAA and CREF TIAA Access Lg-Cap Gr T4 N/A | — | — | — | $217K | 0.8% | |
| Metropolitan West Tot Ret Bd M N/A | — | — | — | $213K | 0.8% | |
| TIAA and CREF TIAA Access Lifecycle 2040 T4 N/A | — | — | — | $208K | 0.8% | |
| TIAA and CREF Money Market R4 N/A | — | — | — | $202K | 0.8% | |
| TIAA and CREF TIAA Access Lifecycle 2045 T4 N/A | — | — | — | $200K | 0.8% | |
| Vanguard Mid-Cap Idx Adm N/A | — | — | — | $182K | 0.7% | |
| TIAA and CREF TIAA-CREF Eq Index-Rtmt N/A | — | — | — | $162K | 0.6% | |
| TIAA and CREF Inflation-Linked Bond R1 N/A | — | — | — | $152K | 0.6% | |
| TIAA and CREF Social Choice R1 N/A | — | — | — | $148K | 0.6% | |
| Vanguard Sm-Cap Idx Adm N/A | — | — | — | $129K | 0.5% | |
| TIAA and CREF TIAA Stable Value N/A | — | — | — | $128K | 0.5% | |
| American Funds American Funds 2020 Ret R-5E N/A | — | — | — | $124K | 0.5% | |
| TIAA and CREF TIAA Access Lifecycle 2050 T4 N/A | — | — | — | $117K | 0.4% | |
| Participant loans with interest rate ranging * Participants 4.25% - 9.50% -0- | — | — | — | $98K | 0.4% | |
| TIAA and CREF TIAA Access Lifecycle 2035 T4 N/A | — | — | — | $88K | 0.3% | |
| JPMorgan Equity Income Select N/A | — | — | — | $78K | 0.3% | |
| JPMorgan Large Cap Growth R6 N/A | — | — | — | $75K | 0.3% | |
| TIAA and CREF TIAA Access Lg-Cap Val T4 N/A | — | — | — | $69K | 0.3% | |
| TIAA and CREF TIAA Access Quant Sml Cp Eq T4 N/A | — | — | — | $62K | 0.2% | |
| TIAA and CREF TIAA Access Sm-Cap Bl Idx T4 N/A | — | — | — | $56K | 0.2% | |
| TIAA and CREF TIAA Access Growth & Income T4 N/A | — | — | — | $53K | 0.2% | |
| Baron Growth Institutional N/A | — | — | — | $47K | 0.2% | |
| TIAA and CREF TIAA Access Mid-Cap Gr T4 N/A | — | — | — | $44K | 0.2% | |
| TIAA and CREF TIAA Access Real Est Secs T4 N/A | — | — | — | $44K | 0.2% | |
| TIAA and CREF TIAA Traditional Benefit-Responsive N/A | — | — | — | $42K | 0.2% | |
| TIAA and CREF TIAA Access Lifecycle 2025 T4 N/A | — | — | — | $38K | 0.1% | |
| TIAA and CREF TIAA Access Mid-Cap Gr T4 N/A | — | — | — | $35K | 0.1% | |
| TIAA and CREF TIAA Access Equity Index T4 N/A | — | — | — | $32K | 0.1% | |
| MFS Mid Cap Value Class R4 N/A | — | — | — | $30K | 0.1% | |
| TIAA and CREF TIAA Access Infl-Lnkd Bond T4 N/A 951 * TIAA and CREF TIAA Access Intl Equity T4 N/A | — | — | — | $25K | <0.1% | |
| Parnassus Core Equity Inst N/A | — | — | — | $21K | <0.1% | |
| T Rowe Price T. Rowe Price Cap Apprec Adv N/A | — | — | — | $18K | <0.1% | |
| American Funds American Cent Small Cap Growth R5 N/A | — | — | — | $18K | <0.1% | |
| American Funds American Century Sm Cap Val R6 N/A | — | — | — | $15K | <0.1% | |
| T Rowe Price T Rowe Price Divers MidCap Grw N/A | — | — | — | $15K | <0.1% | |
| TIAA and CREF TIAA Access LgCp Res Eq T4 N/A | — | — | — | $12K | <0.1% | |
| TIAA and CREF TIAA Access Core Bond T4 N/A | — | — | — | $8K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2030 T4 N/A | — | — | — | $8K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2015 T4 N/A | — | — | — | $4K | <0.1% | |
| TIAA and CREF Plan Loan Default Fund N/A | — | — | — | $4K | <0.1% | |
| TIAA and CREF TIAA Access Core Bond Plus T4 N/A | — | — | — | $4K | <0.1% |