Original filing (PDF)20251015151533NAL0002650883001

THE ARTHRITIS FOUNDATION, INC.

Name: THE ARTHRITIS FOUNDATION, INC. — ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE ARTHRITIS FOUNDATION, INC.

Form 5500

FILING_RECEIVED

ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

228

Accounts w/ balance

537

Plan assets (EOY)

$36.6M

Net assets (EOY)

$36.6M

How this plan invests

This plan

2 pooled trusts

Schedule D

60 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

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 THE ARTHRITIS FOUNDATION, INC..

Plan sponsor

Name

THE ARTHRITIS FOUNDATION, INC.

EIN

58-1341679

Address

1355 PEACHTREE STREET NE · SUITE 600 · ATLANTA, GA · 303093234

Phone

(470) 588-0460

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	—	CONTRACT ADMINISTRATOR	$43K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	82-1434504	—	N/A	$15K	—
BDO USA, P.C.	13-5381590	—	N/A	$6K	—

Investments

59 direct securities · 2 pooled funds· $47.9M(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

$34.7M

57 holdings

Common Collective Trust

$11.2M

1 holding

Mutual Funds

$1.3M

2 holdings

Pooled Separate Account

$597K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
NUVEEN/SEI TRUST COMPANY INVESTMENT SEI TRUST COMPANY · EIN 27-3441498 / PN 043	Common Collective Trust	—	—	$11.2M	30.7%
Fixed Annuity Contracts * TIAA Traditional Annuity (NFBR)	—	—	—	$2.9M	7.9%
Nuveen Lifecycle Index 2035 J	—	—	—	$2.8M	7.5%
Variable Annuity Contracts * CREF Stock R1	—	—	—	$2.6M	7.1%
Nuveen S&P 500 Index R6	—	—	—	$2.5M	6.8%
Nuveen Lifecycle Index 2040 J	—	—	—	$2.4M	6.6%
Nuveen Lifecycle Index 2045 J	—	—	—	$2.1M	5.7%
CREF Growth R1	—	—	—	$1.9M	5.3%
Nuveen Lifecycle Index 2050 J	—	—	—	$1.7M	4.7%
CREF Equity Index R1	—	—	—	$1.4M	3.9%
Nuveen Large Cap Gr Idx R6	—	—	—	$1.3M	3.5%
Nuveen Lifecycle Index 2030 J	—	—	—	$1.2M	3.4%
CREF Global Equities R1	—	—	—	$1.2M	3.3%
Nuveen Lifecycle Index 2025 J	—	—	—	$1.1M	3.1%
s * Nuveen Internatl Eq Idx R6	Mutual Funds	—	—	$951K	2.6%
TIAA Stable Value	—	—	—	$764K	2.1%
CREF Money Market R1	—	—	—	$706K	1.9%
CREF Social Choice R1	—	—	—	$678K	1.9%
Vanguard Equity Income Inv	—	—	—	$614K	1.7%
TIAA Traditional Annuity (NFBR 2)	—	—	—	$613K	1.7%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$597K	1.6%
Invesco Oppenheimer Discovery R6	—	—	—	$512K	1.4%
Collective Investment Trusts * Nuveen Lifecycle Index 2020 J	—	—	—	$460K	1.3%
Principal Real Estate Sec R6	—	—	—	$379K	1.0%
DFA Global Equity I	—	—	—	$366K	1.0%
Nuveen Large Cap Resp Eq R6	—	—	—	$364K	1.0%
s (continued) Dodge & Cox Dodge & Cox Income Fund - Cl X	Mutual Funds	—	—	$361K	1.0%
Nuveen Small Cap Bld Idx R6	—	—	—	$349K	1.0%
Participant Loans Interest rate of 4.25% to 9.50% -	—	—	—	$320K	0.9%
Vanguard Mid-Cap Idx Adm	—	—	—	$299K	0.8%
CREF Core Bond R1	—	—	—	$298K	0.8%
TIAA Access Nuv Intl Equity T4	—	—	—	$285K	0.8%
Janus Henderson Janus Henderson Enterprise N	—	—	—	$259K	0.7%
MFS Mid Cap Value Class R6	—	—	—	$256K	0.7%
American Funds American Funds New World R6	—	—	—	$222K	0.6%
Nuveen Lifecycle Index 2055 J	—	—	—	$165K	0.4%
Charles Schwab Treas Infl Prot Sec Idx	—	—	—	$151K	0.4%
TIAA Access Nuv Lrg Cap Val T4	—	—	—	$129K	0.4%
TIAA Access Nuv Mid-Cap Val T4	—	—	—	$125K	0.3%
TIAA Access Nuv Lifecycle 2035 T4	—	—	—	$111K	0.3%
Nuveen Lifecycle Index 2060 J	—	—	—	$108K	0.3%
ClearBridge Intl Growth IS	—	—	—	$100K	0.3%
TIAA Access Nuv Lifecycle 2025 T4	—	—	—	$100K	0.3%
Nuveen Lifecycle Index Ret Inc J	—	—	—	$100K	0.3%
TIAA Access Nuv Real Est Secs T4	—	—	—	$96K	0.3%
TIAA Access Nuv Quant Sml Cp Eq T4	—	—	—	$82K	0.2%
TIAA Access Nuv Sm Cap Bl Idx T4	—	—	—	$81K	0.2%
CREF Inflation-Linked Bond R1	—	—	—	$75K	0.2%
TIAA Access Nuv Lifecycle 2040 T4	—	—	—	$57K	0.2%
State Street State Street Aggrgte Bnd Idx K	—	—	—	$39K	0.1%
TIAA Access Nuv LgCp Res Eq T4	—	—	—	$30K	<0.1%
TIAA Access Nuv Lifecycle 2030 T4	—	—	—	$28K	<0.1%
Allspring Spec SmallCap Val R6	—	—	—	$24K	<0.1%
Nuveen Lifecycle Index 2065 J	—	—	—	$23K	<0.1%
TIAA Access Nuv Mid Cap Grw T4	—	—	—	$23K	<0.1%
TIAA Access Nuv Core Bond Plus T4	—	—	—	$20K	<0.1%
TIAA Access Nuv Lifecycle 2045 T4 880 * TIAA Access Nuv Lifecycle 2050 T4	—	—	—	$18K	<0.1%
TIAA Access Nuv Core Equity T4	—	—	—	$17K	<0.1%
TIAA Access Nuv Lifecycle 2020 T4	—	—	—	$17K	<0.1%
TIAA Access Nuv Lrg Cap Gr T4	—	—	—	$14K	<0.1%
TIAA Access Nuv Equity Index T4	—	—	—	$10K	<0.1%