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Original filing (PDF)20251013131749NAL0002971170004
NATIONAL SCIENCE TEACHING ASSOCIATION
Form 5500
FILING_RECEIVED
NATIONAL SCIENCE TEACHERS ASSOCIATION DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
29% in single holding
Active participants
53
Accounts w/ balance
277
Plan assets (EOY)
$39.1M
Net assets (EOY)
$39.1M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A" is 29% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL SCIENCE TEACHING ASSOCIATION.
Plan sponsor
Name
NATIONAL SCIENCE TEACHING ASSOCIATION
EIN
52-6055229
Address
1840 WILSON BOULEVARD · ARLINGTON, VA · 222016600
Phone
(703) 243-7100
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
2025-10-13
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)
No Schedule C providers reportedInvestments
49 direct securities · 1 pooled fund· $39.1M(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
$37.6M
49 holdings
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A | — | — | — | $11.3M | 28.9% | |
| TIAA and CREF Stock R2 N/A | — | — | — | $9.0M | 22.9% | |
| TIAA and CREF Growth R2 N/A | — | — | — | $3.3M | 8.5% | |
| TIAA and CREF Global Equities R2 N/A | — | — | — | $3.1M | 7.9% | |
| TIAA and CREF Equity Index R2 N/A | — | — | — | $1.7M | 4.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 3.8% | |
| TIAA and CREF Social Choice R2 N/A | — | — | — | $1.2M | 3.0% | |
| TIAA and CREF TIAA Access Nuv Intl Equity T4 N/A | — | — | — | $918K | 2.4% | |
| TIAA and CREF Core Bond R2 N/A | — | — | — | $766K | 2.0% | |
| TIAA and CREF Money Market R2 N/A | — | — | — | $756K | 1.9% | |
| TIAA and CREF Inflation-Linked Bond R2 N/A | — | — | — | $571K | 1.5% | |
| TIAA and CREF TIAA Access Nuv Mid Cap Val T4 N/A | — | — | — | $439K | 1.1% | |
| TIAA and CREF TIAA Access Nuv Lrg Cap Val T4 N/A | — | — | — | $414K | 1.1% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2030 R6 N/A | — | — | — | $366K | 0.9% | |
| TIAA and CREF TIAA Access Nuv LgCp Res Eq T4 N/A | — | — | — | $356K | 0.9% | |
| TIAA and CREF TIAA Access Nuv Core Equity T4 N/A | — | — | — | $335K | 0.9% | |
| TIAA and CREF TIAA Access Nuv Sm Cp Bl Ix T4 N/A | — | — | — | $293K | 0.8% | |
| TIAA and CREF TIAA Access Nuv Qt Sm Cp Eq T4 N/A | — | — | — | $292K | 0.7% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2040 T4 N/A | — | — | — | $287K | 0.7% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2035 T4 N/A | — | — | — | $277K | 0.7% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2025 T4 N/A | — | — | — | $267K | 0.7% | |
| TIAA and CREF TIAA Access Nuv RlEstSecSel T4 N/A | — | — | — | $265K | 0.7% | |
| TIAA and CREF TIAA Access Nuv Internatl Eq Idx R6 N/A | — | — | — | $239K | 0.6% | |
| Vanguard Cash Rsv Fed Mmkt Adm N/A | — | — | — | $170K | 0.4% | |
| TIAA and CREF TIAA Access Nuv Core Pl Bd T4 N/A | — | — | — | $141K | 0.4% | |
| TIAA and CREF TIAA Access Nuv Lrg Cap Gr T4 N/A | — | — | — | $109K | 0.3% | |
| Principal Real Estate Sec R6 N/A | — | — | — | $90K | 0.2% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2050 R6 N/A | — | — | — | $80K | 0.2% | |
| TIAA and CREF TIAA Traditional Non Benefit-Responsive 2 N/A | — | — | — | $69K | 0.2% | |
| Vanguard 500 Idx Adm N/A | — | — | — | $66K | 0.2% | |
| TIAA and CREF TIAA Access Nuv Mid Cap Grw T4 N/A | — | — | — | $59K | 0.2% | |
| JP Morgan Jpmorgan Large Cap Growth R6 N/A | — | — | — | $56K | 0.1% | |
| Vanguard Small-Cap Idx Adm N/A | — | — | — | $48K | 0.1% | |
| MFS Mid Cap Value Class R6 N/A | — | — | — | $45K | 0.1% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2050 T4 N/A | — | — | — | $38K | <0.1% | |
| Vanguard Equity Income Adm N/A | — | — | — | $26K | <0.1% | |
| TIAA and CREF TIAA Access Nuv Equity Idx T4 N/A | — | — | — | $24K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2035 R6 N/A | — | — | — | $23K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2040 R6 N/A | — | — | — | $23K | <0.1% | |
| TIAA and CREF TIAA Traditional Benefit-Responsive 2 N/A | — | — | — | $22K | <0.1% | |
| TIAA and CREF TIAA Access Nuv Core Impact Bond R6 N/A | — | — | — | $22K | <0.1% | |
| MFS Mid Cap Growth Fund R6 N/A | — | — | — | $15K | <0.1% | |
| Blackrock Total Return K N/A | — | — | — | $14K | <0.1% | |
| American Funds American Funds New World R6 N/A 70 Blackrock High Yield Class K N/A 192 Blackrock Infl Protected Bd K N/A | — | — | — | $13K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm N/A 945 Vanguard Mid-Cap Idx Adm N/A 92 American Century Lrgcap Eqt R6 N/A | — | — | — | $9K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2045 R6 N/A | — | — | — | $6K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LifCyc 2045 T4 N/A | — | — | — | $5K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LfCycle Ix 2060 R6 N/A | — | — | — | $5K | <0.1% | |
| Impax Intl Sustain Econ Instl N/A | — | — | — | $4K | <0.1% | |
| JP Morgan Jpm Small Cap Value Fund R6 N/A 69 Putnam Small Cap Growth R6 N/A | — | — | — | $2K | <0.1% |
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