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Original filing (PDF)20250813115536NAL0009053153001
CENTER FOR THE COLLABORATIVE CLASSROOM
Form 5500
FILING_RECEIVED
CENTER FOR THE COLLABORATIVE CLASSROOM 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
195
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
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)
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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR THE COLLABORATIVE CLASSROOM.
Plan sponsor
Name
CENTER FOR THE COLLABORATIVE CLASSROOM
EIN
94-2311291
Address
1001 MARINA VILLAGE PARKWAY · SUITE 110 · ALAMEDA, CA · 94501
Phone
(510) 533-0213
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | RALEIGH, NC | ADVISOR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | PLAN ADMINISTRATOR TPA | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO | 94-6214841 | SAN RAMON, CA | ACCOUNTANT | $19K | — |
Investments
51 direct securities · 1 pooled fund· $24.0M(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
$23.0M
51 holdings
Pooled Separate Account
$997K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual fund | — | — | — | $2.5M | 10.4% | |
| CREF Stock Fund Variable annuity contract | — | — | — | $2.0M | 8.2% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $2.0M | 8.2% | |
| CREF Growth Fund Variable annuity contract | — | — | — | $1.9M | 8.1% | |
| CREF Global Equities Fund Variable annuity contract | — | — | — | $1.8M | 7.5% | |
| TIAA Traditional Benefit-Responsive Fund Insurance company investment contract | — | — | — | $1.6M | 6.7% | |
| CREF Social Choice Fund Variable annuity contract | — | — | — | $1.5M | 6.4% | |
| CREF Equity Index Fund Variable annuity contract | — | — | — | $1.4M | 5.7% | |
| Vanguard Small-Cap Idx Adm Mutual fund | — | — | — | $1.3M | 5.4% | |
| TIAA Traditional Non Benefit-Responsive Fund Insurance company investment contract | — | — | — | $1.0M | 4.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $997K | 4.2% | |
| TIAA Traditional Benefit-Responsive 2 Insurance company investment contract | — | — | — | $713K | 3.0% | |
| TIAA Access International Equity Fund Variable annuity contract | — | — | — | $687K | 2.9% | |
| CREF Bond Market Fund Variable annuity contract | — | — | — | $552K | 2.3% | |
| TIAA Access Large Cap Value Fund Variable annuity contract | — | — | — | $430K | 1.8% | |
| TIAA Traditional Non Benefit-Responsive Fund 2 Insurance company investment contract | — | — | — | $378K | 1.6% | |
| TIAA Access Quant Small-Cap Equity Fund Variable annuity contract | — | — | — | $377K | 1.6% | |
| CREF Inflation-Linked Bond Fund Variable annuity contract | — | — | — | $315K | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $276K | 1.2% | |
| Vanguard Infl Protect Sec Adm Mutual fund | — | — | — | $217K | 0.9% | |
| TIAA Access Real Estate Securities Fund Variable annuity contract | — | — | — | $215K | 0.9% | |
| TIAA Access Mid-Cap Value Fund Variable annuity contract | — | — | — | $211K | 0.9% | |
| TIAA Access Large-Cap Growth Fund Variable annuity contract | — | — | — | $193K | 0.8% | |
| CREF Money Market Fund Variable annuity contract | — | — | — | $155K | 0.6% | |
| TIAA Access Social Choice Equity Fund Variable annuity contract | — | — | — | $126K | 0.5% | |
| TIAA Access Small-Cap Blend Index Fund Variable annuity contract | — | — | — | $123K | 0.5% | |
| TIAA Access Lifecycle 2025 Fund Variable annuity contract | — | — | — | $120K | 0.5% | |
| TIAA Access Lifecycle 2040 Fund Variable annuity contract | — | — | — | $115K | 0.5% | |
| TIAA Access Lifecycle 2045 Fund Variable annuity contract | — | — | — | $112K | 0.5% | |
| TIAA Access Lifecycle 2035 Fund Variable annuity contract | — | — | — | $87K | 0.4% | |
| TIAA Access Growth & Income Fund Variable annuity contract | — | — | — | $82K | 0.3% | |
| TIAA Access Mid-Cap Growth Fund Variable annuity contract | — | — | — | $50K | 0.2% | |
| TIAA Access Lifecycle 2050 Fund Variable annuity contract | — | — | — | $47K | 0.2% | |
| JPMorgan Large Cap Growth R6 Mutual fund | — | — | — | $47K | 0.2% | |
| TIAA Access Lifecycle 2030 Fund Variable annuity contract | — | — | — | $37K | 0.2% | |
| Notes receivable from participants Interest rates - 8.75% - 9.50% - | — | — | — | $34K | 0.1% | |
| Vanguard Mid-Cap Idx Adm Mutual fund | — | — | — | $34K | 0.1% | |
| TIAA Access Lifecycle 2015 Fund Variable annuity contract | — | — | — | $33K | 0.1% | |
| Nuveen Money Market R6 Mutual fund | — | — | — | $30K | 0.1% | |
| TIAA-CREF Lifecycle Index 2055 Retirement Fund Mutual fund | — | — | — | $28K | 0.1% | |
| TIAA Access Bond Plus Fund Variable annuity contract | — | — | — | $19K | <0.1% | |
| TIAA Access Equity Index Fund Variable annuity contract | — | — | — | $14K | <0.1% | |
| CREF Stock R4 Mutual fund | — | — | — | $9K | <0.1% | |
| MFS Mid Cap Growth Fund R6 Mutual fund | — | — | — | $8K | <0.1% | |
| TIAA Access Lifecycle 2020 Fund Variable annuity contract | — | — | — | $8K | <0.1% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $8K | <0.1% | |
| CREF Social Choice R4 Mutual fund | — | — | — | $8K | <0.1% | |
| American EuroPac Growth R6 Mutual fund | — | — | — | $8K | <0.1% | |
| Amer Beacon Small Cap Value R6 Mutual fund ** 604 MFS Mid Cap Value Class R6 Mutual fund | — | — | — | $6K | <0.1% | |
| TIAA Access Lifecycle 2055 Fund Variable annuity contract | — | — | — | $6K | <0.1% | |
| MassMutual Small Cap Gr Eq I Mutual fund | — | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2060 Fund Variable annuity contract | — | — | — | $3K | <0.1% |