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TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION
Plan identification number 001

TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROSENBERG FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ROSENBERG FOUNDATION
Employer identification number (EIN):941186182
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA MOLL2024-03-08 LINDA MOLL2024-03-08
0012022-01-01LINDA MOLL2023-07-31 LINDA MOLL2023-07-31
0012021-01-01LINDA MOLL2022-04-21 LINDA MOLL2022-04-21
0012020-01-01LINDA MOLL2021-05-18 LINDA MOLL2021-05-18
0012019-01-01LINDA MOLL2020-06-30
0012018-01-01LINDA MOLL2019-02-25
0012017-01-01LINDA MOLL2018-03-26
0012016-01-01LINDA MOLL2017-06-15
0012015-01-01LINDA MOLL2016-09-20 LINDA MOLL2016-09-20
0012013-01-01LINDA MOLL2014-06-16 LINDA MOLL2014-06-16
0012012-01-01LINDA MOLL2013-07-03
0012011-01-01LINDA MOLL2012-06-05
0012010-01-01LINDA MOLL2011-08-03

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION

Measure Date Value
2025: TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-07-1413
Total number of particpants at end of year2025-07-1412
Number of Participants With Account Balances2025-07-1412
2024: TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-04-2914
Total number of particpants at end of year2024-04-2913
Number of Participants With Account Balances2024-04-2913

Financial Data on TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION

Measure Date Value
2025 : TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-141344260
Net assets as of the end of the plan year2025-07-144418491
Total assets as of the beginning of the plan year2025-07-145001664
Participant contributions to plan in this plan year2025-07-1488160
Value of participant loans at end of plan year2025-07-1418507
Other expenses paid from plan in this plan year2025-07-1475
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14564358
Plan net income in this plan year2025-07-14-583173
Net assets as of the end of the plan year2025-07-144418491
Net assets as of the beginning of the plan year2025-07-145001664
Employer contributions to plan in this plan year2025-07-14108569
2024 : TIAA-CREF RETIREMENT PLAN FOR ROSENBERG FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-29441476
Net assets as of the end of the plan year2024-04-295001664
Total assets as of the beginning of the plan year2024-04-294373250
Participant contributions to plan in this plan year2024-04-29103330
Value of participant loans at end of plan year2024-04-2912039
Other contributions to plan in this plan year2024-04-290
Other income to plan in this plan year2024-04-29828960
Plan net income in this plan year2024-04-29628414
Net assets as of the end of the plan year2024-04-295001664
Net assets as of the beginning of the plan year2024-04-294373250
Employer contributions to plan in this plan year2024-04-29137600
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2950

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