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Original filing (PDF)20251016122909NAL0003186067001
TECHSOUP GLOBAL
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF TECHSOUP GLOBAL
401(k) retirement plan
Active participants
191
Accounts w/ balance
360
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
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)
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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHSOUP GLOBAL.
Plan sponsor
Name
TECHSOUP GLOBAL
EIN
94-3070617
Address
435 BRANNAN ST STE 100 · SAN FRANCISCO, CA · 941071780
Phone
(415) 633-9300
Industry
Health Care & Social Assistancesee 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
2025-10-16
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $4K | — |
Investments
50 direct securities · 1 pooled fund· $47.5M(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
$24.4M
50 holdings
Pooled Separate Account
$23.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $23.1M | 95.0% | |
| MOA Equity Index Fund Registered Investment Companies | — | — | — | $2.1M | 8.6% | |
| MOA Aggressive Allocation Fund Registered Investment Companies | — | — | — | $1.8M | 7.4% | |
| Fidelity VIP Contrafund Portfolio Registered Investment Companies | — | — | — | $1.6M | 6.5% | |
| Vanguard VIF International Portfolio Registered Investment Companies | — | — | — | $1.2M | 4.9% | |
| Mutual of America Interest Accumulation Guaranteed Investment Contract, no maturity date, 2.90% interest rate as of December 31, 2024 ** ^ | — | — | — | $1.1M | 4.5% | |
| MOA Clear Passage 2035 Fund Registered Investment Companies | — | — | — | $1.1M | 4.5% | |
| MOA Clear Passage 2045 Fund Registered Investment Companies | — | — | — | $1.1M | 4.4% | |
| Calvert VP SRI Balanced Portfolio Registered Investment Companies | — | — | — | $1.0M | 4.1% | |
| MOA Clear Passage 2040 Fund Registered Investment Companies | — | — | — | $1.0M | 4.1% | |
| MOA Mid Cap Equity Index Fund Registered Investment Companies | — | — | — | $993K | 4.1% | |
| DWS Capital Growth VIP Registered Investment Companies | — | — | — | $958K | 3.9% | |
| T. Rowe Price Blue Chip Growth Portfolio Registered Investment Companies | — | — | — | $930K | 3.8% | |
| Fidelity VIP Equity-Income Portfolio Registered Investment Companies | — | — | — | $856K | 3.5% | |
| LVIP American Century Capital Appreciation Fund Registered Investment Companies | — | — | — | $851K | 3.5% | |
| MOA Clear Passage 2030 Fund Registered Investment Companies | — | — | — | $817K | 3.4% | |
| MOA Small Cap Value Fund Registered Investment Companies | — | — | — | $695K | 2.9% | |
| Fidelity VIP Mid Cap Portfolio Registered Investment Companies | — | — | — | $654K | 2.7% | |
| MOA Clear Passage 2050 Fund Registered Investment Companies | — | — | — | $568K | 2.3% | |
| Vanguard VIF Diversified Value Portfolio Registered Investment Companies | — | — | — | $547K | 2.2% | |
| MOA Small Cap Growth Fund Registered Investment Companies | — | — | — | $545K | 2.2% | |
| MOA Clear Passage 2055 Fund Registered Investment Companies | — | — | — | $416K | 1.7% | |
| Vanguard VIF Real Estate Index Portfolio Registered Investment Companies | — | — | — | $382K | 1.6% | |
| MOA US Government Money Market Fund Registered Investment Companies | — | — | — | $323K | 1.3% | |
| MOA Clear Passage 2015 Fund Registered Investment Companies | — | — | — | $300K | 1.2% | |
| MOA Intermediate Bond Fund Registered Investment Companies | — | — | — | $244K | 1.0% | |
| MOA Core Bond Fund Registered Investment Companies | — | — | — | $234K | 1.0% | |
| Fidelity VIP Asset Manager Portfolio Registered Investment Companies | — | — | — | $227K | 0.9% | |
| MOA Moderate Allocation Fund Registered Investment Companies | — | — | — | $226K | 0.9% | |
| Vanguard VIF Total Bond Market Index Portfolio Registered Investment Companies | — | — | — | $156K | 0.6% | |
| MOA Conservative Allocation Fund Registered Investment Companies | — | — | — | $149K | 0.6% | |
| Goldman Sachs VIT US Equity Insights Fund Registered Investment Companies | — | — | — | $129K | 0.5% | |
| Neuberger Berman AMT Sustainable Equity Portfolio Registered Investment Companies | — | — | — | $122K | 0.5% | |
| MOA Clear Passage 2060 Fund Registered Investment Companies | — | — | — | $118K | 0.5% | |
| through October 2032 - | — | — | — | $109K | 0.4% | |
| PIMCO VIT Real Return Portfolio Registered Investment Companies | — | — | — | $106K | 0.4% | |
| MOA Clear Passage 2025 Fund Registered Investment Companies | — | — | — | $104K | 0.4% | |
| MOA Mid Cap Value Fund Registered Investment Companies | — | — | — | $101K | 0.4% | |
| MOA International Fund Registered Investment Companies | — | — | — | $99K | 0.4% | |
| MOA All America Fund Registered Investment Companies | — | — | — | $55K | 0.2% | |
| Delaware VIP Small Cap Value Series Registered Investment Companies | — | — | — | $52K | 0.2% | |
| MOA Retirement Income Fund Registered Investment Companies | — | — | — | $50K | 0.2% | |
| Invesco V.I. Main Street Fund Registered Investment Companies | — | — | — | $49K | 0.2% | |
| American Funds Insurance Series New World Fund Registered Investment Companies | — | — | — | $48K | 0.2% | |
| MOA Clear Passage 2065 Fund Registered Investment Companies | — | — | — | $41K | 0.2% | |
| MOA Clear Passage 2020 Fund Registered Investment Companies | — | — | — | $38K | 0.2% | |
| MFS VIT III Mid Cap Value Portfolio Registered Investment Companies | — | — | — | $37K | 0.2% | |
| MOA Small Cap Equity Index Fund Registered Investment Companies | — | — | — | $29K | 0.1% | |
| Victory RS Small Cap Growth Equity VIP Series Registered Investment Companies | — | — | — | $26K | 0.1% | |
| MOA Balanced Fund Registered Investment Companies | — | — | — | $13K | <0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund Registered Investment Companies | — | — | — | $11K | <0.1% |