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Original filing (PDF)20251013122946NAL0001213921001
BOARD OF TRUSTEES OF THE NBA SAVINGS AND RETIREMENT PLAN
Form 5500
FILING_RECEIVED
THE NBA SAVINGS AND RETIREMENT PLAN FOR COACHES, ASSISTANT COACHES AND ATHLETIC TRAINERS
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
402
Accounts w/ balance
499
Plan assets (EOY)
$140.2M
Net assets (EOY)
$140.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE NBA SAVINGS AND RETIREMENT PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE NBA SAVINGS AND RETIREMENT PLAN
EIN
84-4434281
Address
100 PLAZA DRIVE · SECAUCUS, NJ · 07094
Phone
(201) 325-5518
Industry
Arts, Entertainment, Recreationsee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 36-2668272 | — | CONSULTANT | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $138.0M(98% 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
$138.0M
26 holdings
Common Collective Trust
$43K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $16.5M | 11.8% | |
| T. Rowe Price U.S. Equity Research Mutual Fund | — | — | — | $15.1M | 10.7% | |
| Fidelity Freedom K 2035 Fund* Mutual Fund | — | — | — | $14.5M | 10.4% | |
| Fidelity Freedom K 2040 Fund* Mutual Fund | — | — | — | $13.0M | 9.3% | |
| Fidelity Freedom K 2045 Fund* Mutual Fund | — | — | — | $12.4M | 8.8% | |
| American Funds New Perspective Fund Class R6 Mutual Fund | — | — | — | $11.4M | 8.1% | |
| Fidelity Freedom K 2030 Fund* Mutual Fund | — | — | — | $11.3M | 8.1% | |
| Vanguard MidCap Index - Admiral Shares Mutual Fund | — | — | — | $6.2M | 4.4% | |
| Fidelity Freedom K 2050 Fund* Mutual Fund | — | — | — | $5.7M | 4.1% | |
| Vanguard Small Cap Index - Admiral Shares Mutual Fund | — | — | — | $5.1M | 3.6% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $4.7M | 3.3% | |
| Fidelity Freedom K 2055 Fund* Mutual Fund | — | — | — | $4.6M | 3.3% | |
| Fidelity Freedom K 2025 Fund* Mutual Fund | — | — | — | $3.8M | 2.7% | |
| Fidelity Freedom K 2020 Fund* Mutual Fund | — | — | — | $3.7M | 2.6% | |
| American Funds Europac Growth Fund Class R6 Mutual Fund | — | — | — | $2.9M | 2.0% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $1.7M | 1.2% | |
| Fidelity Freedom K 2060 Fund* Mutual Fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Total Bond Market - Admiral Shares Mutual Fund | — | — | — | $1.2M | 0.8% | |
| Vanguard VMMR-Federal Money Market Money Market Mutual Fund | — | — | — | $1.2M | 0.8% | |
| Boston Trust SMID Cap Fund Mutual Fund | — | — | — | $715K | 0.5% | |
| Fidelity Freedom K 2010 Fund* Mutual Fund | — | — | — | $258K | 0.2% | |
| Fidelity Freedom K Income Fund* Mutual Fund | — | — | — | $257K | 0.2% | |
| Participant Loans* 2025 to 2029 | — | — | — | $231K | 0.2% | |
| Fidelity Freedom K 2065 Fund* Mutual Fund | — | — | — | $184K | 0.1% | |
| Fidelity Freedom K 2015 Fund* Mutual Fund | — | — | — | $181K | 0.1% | |
| Vanguard Retirement Savings Trust IV Collective Trust Fund | — | — | — | $43K | <0.1% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $43K | <0.1% |