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Original filing (PDF)20250815105009NAL0010308401001
FRIENDS ACADEMY
Form 5500
FILING_RECEIVED
FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
194
Accounts w/ balance
386
Plan assets (EOY)
$65.0M
Net assets (EOY)
$65.0M
How this plan invests
This plan
1 pooled trust
Schedule D
72 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRIENDS ACADEMY.
Plan sponsor
Name
FRIENDS ACADEMY
EIN
11-1633485
Address
270 DUCK POND ROAD · LOCUST VALLEY, NY · 11560
Phone
(516) 676-0396
Industry
Educational Servicessee 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
2025-08-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1426213 | — | RECORDKEEPER | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | AUDITOR | $13K | — |
Investments
68 direct securities · 1 pooled fund· $81.6M(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
$80.0M
68 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACT, AT FAIR VALUE * TIAA Traditional Non Benefit Responsive | — | — | — | $13.8M | 21.3% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive | — | — | — | $11.9M | 18.3% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R2 | — | — | $8K | $7.4M | 11.5% | |
| CREF Growth R2 | — | — | $10K | $5.3M | 8.2% | |
| JPMorgan Large Cap Growth R6 | — | — | $44K | $3.7M | 5.7% | |
| Vanguard 500 Idx Adm | — | — | $7K | $3.6M | 5.5% | |
| DFA US Core Equity 1 Inst | — | — | $67K | $2.9M | 4.5% | |
| CREF Global Equities R2 | — | — | $6K | $2.1M | 3.3% | |
| CREF Equity Index R2 | — | — | $4K | $2.1M | 3.2% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 | — | — | — | $1.9M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $4K | $1.6M | 2.4% | |
| College Retirement Equities Fund variable annuities TIAA Real Estate | — | — | — | $1.6M | 2.4% | |
| Vanguard Target Retire 2050 | — | — | $30K | $1.5M | 2.3% | |
| Vanguard Devlopd Mkts Idx Adm | — | — | $94K | $1.4M | 2.2% | |
| Vanguard Target Retire 2035 | — | — | $58K | $1.4M | 2.2% | |
| Vanguard Intr-Trm Bnd Idx Adm | — | — | $132K | $1.3M | 2.1% | |
| Vanguard Target Retire 2045 | — | — | $44K | $1.3M | 2.0% | |
| CREF Social Choice R2 | — | — | $3K | $1.3M | 2.0% | |
| Parnassus Value Equity Inv | — | — | $22K | $1.1M | 1.7% | |
| Vanguard Target Retire 2040 | — | — | $25K | $1.1M | 1.7% | |
| INSURANCE COMPANY GENERAL CONTRACTS, AT CONTRACT VALUE * TIAA Traditional Benefit Responsive | — | — | — | $1.0M | 1.5% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive | — | — | — | $774K | 1.2% | |
| T Rowe Price Value | — | — | $17K | $772K | 1.2% | |
| Vanguard Small-Cap Idx Adm | — | — | $5K | $611K | 0.9% | |
| CREF Core Bond R2 | — | — | $4K | $571K | 0.9% | |
| Vanguard Real Estate Idx Adm | — | — | $4K | $555K | 0.9% | |
| American Funds New World R6 | — | — | $7K | $526K | 0.8% | |
| TIAA Stable Value | — | — | — | $496K | 0.8% | |
| Vanguard Target Retire 2030 | — | — | $13K | $495K | 0.8% | |
| Vanguard Mid-Cap Idx Adm | — | — | $2K | $491K | 0.8% | |
| Vanguard Target Retire 2055 | — | — | $9K | $484K | 0.7% | |
| Vanguard Target Retire 2025 | — | — | $24K | $442K | 0.7% | |
| CREF Money Market R2 | — | — | $14K | $429K | 0.7% | |
| CREF Inflation-Linked Bond R2 | — | — | $5K | $386K | 0.6% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | $4K | $274K | 0.4% | |
| TIAA Access Nuv LifCyc 2050 T4 | — | — | $4K | $260K | 0.4% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | $3K | $251K | 0.4% | |
| American Fds Inc Fd of Amer R6 | — | — | $10K | $245K | 0.4% | |
| TIAA Access Nuv Intl Equity T4 | — | — | $7K | $245K | 0.4% | |
| TIAA Access Nuv Core Equity T4 | — | — | $2K | $233K | 0.4% | |
| Janus Henderson Triton I | — | — | $8K | $228K | 0.4% | |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 | — | — | — | $226K | 0.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Interest rates range from 4.25% to | — | — | — | $224K | 0.3% | |
| PIMCO Real Return Inst Class | — | — | $22K | $218K | 0.3% | |
| Participant Loan Fund | — | — | — | $215K | 0.3% | |
| Vanguard Target Retire 2060 | — | — | $4K | $215K | 0.3% | |
| Vanguard Short-Trm Invt Gd Adm | — | — | $19K | $200K | 0.3% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | $3K | $197K | 0.3% | |
| BlackRock High Yield Inst | — | — | $27K | $190K | 0.3% | |
| TIAA Access Nuv Core Pl Bd T4 | — | — | $4K | $171K | 0.3% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | $2K | $168K | 0.3% | |
| DFA US Targeted Val Port Inst | — | — | $4K | $143K | 0.2% | |
| TIAA Access Nuv LifCyc 2025 T4 | — | — | $2K | $136K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | $2K | $136K | 0.2% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | $2K | $126K | 0.2% | |
| TIAA Access Nuv Lrg Cap Gr T4 666 | — | — | — | $119K | 0.2% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | $1K | $105K | 0.2% | |
| JPMorgan Mid Cap Growth Select | — | — | $2K | $90K | 0.1% | |
| Amer Century Mid Cap Value I | — | — | $6K | $89K | 0.1% | |
| Vanguard Target Retire 2020 | — | — | $3K | $76K | 0.1% | |
| Vanguard Target Retire Income | — | — | $6K | $76K | 0.1% | |
| TIAA Access Nuv LifCyc 2020 T4 | — | — | $1K | $76K | 0.1% | |
| TIAA Access Nuv LifCyc 2030 T4 816 | — | — | — | $51K | <0.1% | |
| College Retirement Equities Fund variable annuities Plan Loan Default Fund | — | — | — | $44K | <0.1% | |
| Vanguard Target Retire 2065 | — | — | $1K | $40K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 212 | — | — | — | $26K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T4 355 | — | — | — | $24K | <0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 279 | — | — | — | $20K | <0.1% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $17K | <0.1% |
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