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Original filing (PDF)20250916142544NAL0005260274001
POPULATION REFERENCE BUREAU
Form 5500
FILING_RECEIVED
POPULATION REFERENCE BUREAU RETIREMENT PLAN
403(b) retirement plan
Active participants
64
Accounts w/ balance
250
Plan assets (EOY)
$18.4M
Net assets (EOY)
$18.4M
How this plan invests
This plan
1 pooled trust
Schedule D
52 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULATION REFERENCE BUREAU.
Plan sponsor
Name
POPULATION REFERENCE BUREAU
EIN
53-0214030
Address
1111 19TH ST NW, SUITE 400 · WASHINGTON, DC · 200363617
Phone
(202) 483-1100
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
2025-09-16
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISOR | $24K | — |
Investments
51 direct securities · 1 pooled fund· $18.4M(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
$17.7M
51 holdings
Pooled Separate Account
$675K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * TIAA Traditional Non Benefit Responsive Registered Investment Company | — | — | — | $2.7M | 14.5% | |
| CREF Stock R1 Registered Investment Company | — | — | — | $2.6M | 14.3% | |
| CREF Social Choice R1 Registered Investment Company | — | — | — | $2.0M | 11.1% | |
| CREF Equity Index R1 Registered Investment Company | — | — | — | $1.8M | 9.8% | |
| CREF Growth R1 Registered Investment Company | — | — | — | $1.0M | 5.7% | |
| CREF Global Equities R1 Registered Investment Company | — | — | — | $1.0M | 5.6% | |
| Full Benefit Contract Insurance Company Investments * TIAA Traditional Benefit Responsive Full Benefit Contract Insurance Company Investment | — | — | — | $797K | 4.3% | |
| State Street Equity 500 Indx K Registered Investment Company | — | — | — | $728K | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $675K | 3.7% | |
| TIAA Access Nuv S&P 500 Idx T4 Registered Investment Company | — | — | — | $649K | 3.5% | |
| State Street Cap Eq ExUS Idx K Registered Investment Company | — | — | — | $388K | 2.1% | |
| CREF Core Bond R1 Registered Investment Company | — | — | — | $358K | 2.0% | |
| TIAA Access Nuv Intl Equity T4 Registered Investment Company | — | — | — | $332K | 1.8% | |
| TIAA Traditional Benefit Responsive 2 Full Benefit Contract Insurance Company Investment | — | — | — | $324K | 1.8% | |
| CREF Money Market R1 Registered Investment Company | — | — | — | $308K | 1.7% | |
| TIAA Access Nuv LifCyc 2045 T4 Registered Investment Company | — | — | — | $247K | 1.3% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 Registered Investment Company | — | — | — | $213K | 1.2% | |
| TIAA Access Nuv LifCyc 2050 T4 Registered Investment Company | — | — | — | $185K | 1.0% | |
| CREF Inflation-Linked Bond R1 Registered Investment Company | — | — | — | $171K | 0.9% | |
| TIAA Access Nuv Lrg Cap Val T4 Registered Investment Company | — | — | — | $166K | 0.9% | |
| TIAA Access Nuv LgCp Res Eq T4 Registered Investment Company | — | — | — | $153K | 0.8% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 Registered Investment Company | — | — | — | $150K | 0.8% | |
| TIAA Access Nuv LfCy Rt Inc T4 Registered Investment Company ** 810 * TIAA Access Nuv Lrg Cap Gr T4 Registered Investment Company | — | — | — | $137K | 0.7% | |
| TIAA Access Nuv LifCyc 2035 T4 Registered Investment Company | — | — | — | $118K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 Registered Investment Company | — | — | — | $116K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 Registered Investment Company | — | — | — | $86K | 0.5% | |
| State Street Aggrgte Bnd Idx K Registered Investment Company | — | — | — | $83K | 0.5% | |
| TIAA Access Nuv Core Pl Bd T4 Registered Investment Company | — | — | — | $79K | 0.4% | |
| TIAA Access Nuv Equity Idx T4 Registered Investment Company | — | — | — | $77K | 0.4% | |
| State Street Sm Md Cp Eq Idx K Registered Investment Company | — | — | — | $67K | 0.4% | |
| TIAA Access Nuv LifCyc 2060 T4 Registered Investment Company ** 2 * TIAA Access Nuv Mid Cap Grw T4 Registered Investment Company | — | — | — | $66K | 0.4% | |
| TIAA Access Nuv LifCyc 2040 T4 Registered Investment Company | — | — | — | $60K | 0.3% | |
| TIAA Access Nuv LifCyc 2010 T4 Registered Investment Company ** 811 * TIAA Access Nuv LifCyc 2020 T4 Registered Investment Company | — | — | — | $57K | 0.3% | |
| TIAA Access Nuv Core Equity T4 Registered Investment Company | — | — | — | $44K | 0.2% | |
| TIAA Access Nuv LifCyc 2055 T4 Registered Investment Company | — | — | — | $43K | 0.2% | |
| TIAA Access Nuv Money Mkt T4 Registered Investment Company | — | — | — | $41K | 0.2% | |
| AB Large Cap Growth Fund Z Registered Investment Company | — | — | — | $39K | 0.2% | |
| iShares Developd Real Est Ix K Registered Investment Company | — | — | — | $30K | 0.2% | |
| CREF Stock R4 Registered Investment Company | — | — | — | $28K | 0.2% | |
| Schwab Treas Infl Prot Sec Idx Registered Investment Company | — | — | — | $27K | 0.1% | |
| CREF Social Choice R4 Registered Investment Company | — | — | — | $26K | 0.1% | |
| TIAA Access Nuv Core Bond T4 Registered Investment Company | — | — | — | $20K | 0.1% | |
| TIAA Traditional Non Benefit Responsive 2 Registered Investment Company | — | — | — | $16K | <0.1% | |
| PIMCO RAE US Small Instl Class Registered Investment Company | — | — | — | $16K | <0.1% | |
| BlackRock Total Return K Registered Investment Company ** 644 Putnam Large Cap Value Fund R6 Registered Investment Company | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv LifCyc 2025 T4 Registered Investment Company ** 4 * TIAA Access Nuv LifCyc 2030 T4 Registered Investment Company | — | — | — | $13K | <0.1% | |
| Vanguard Infl Protect Sec Adm Registered Investment Company | — | — | — | $9K | <0.1% | |
| CalvertUSLargeCapCoreRespIdxR6 Registered Investment Company | — | — | — | $4K | <0.1% | |
| MFS Intl Diversification Cl R6 Registered Investment Company | — | — | — | $4K | <0.1% | |
| AllianceBernstein Sm Cap Gr Z Registered Investment Company | — | — | — | $2K | <0.1% | |
| PIMCO Income Fd Institutional Registered Investment Company | — | — | — | $1K | <0.1% | |
| TIAA Stable Value Full Benefit Contract Insurance Company Investment | — | — | — | $1K | <0.1% |
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