Original filing (PDF)20251015111440NAL0002198291001

LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY

Name: LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY — LITTLE FLOWER CHILDREN & FAMILY SERVICES DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024)
Creator: LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY

Form 5500

FILING_RECEIVED

LITTLE FLOWER CHILDREN & FAMILY SERVICES DEFINED CONTRIBUTION PENSION PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

500

Accounts w/ balance

360

Plan assets (EOY)

$10.9M

Net assets (EOY)

$10.9M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY.

Plan sponsor

Name

LITTLE FLOWER CHILDREN AND FAMILY SVC OF NY

EIN

11-1633572

Address

2450 N WADING RIVER RD · WADING RIVER, NY · 117921402

Phone

(631) 929-6200

Industry

Other Services (ex. Public Admin)see 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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$78K	—

Investments

26 direct securities· $10.4M(95% of reported assets)

Other securities

$10.1M

25 holdings

Participant loans

$304K

1 holding

					% of plan
Vanguard Target Retirement 2030 Inv Fund	Other securities	—	—	$1.5M	13.3%
Vanguard 500 Index Admiral Fund	Other securities	—	—	$1.3M	12.1%
Vanguard Target Retirement 2035 Inv Fund	Other securities	—	—	$1.1M	9.6%
Vanguard Target Retirement 2025 Inv Fund	Other securities	—	—	$1.0M	9.5%
Vanguard Target Retirement 2045 Inv Fund	Other securities	—	—	$745K	6.8%
Vanguard Target Retirement 2040 Inv Fund	Other securities	—	—	$662K	6.0%
Vanguard Target Retirement 2050 Inv Fund	Other securities	—	—	$563K	5.1%
Principal Life Insurance Company Fixed Income Guaranteed Option	Other securities	—	—	$441K	4.0%
JP Morgan JP Morgan Large Cap Growth R6 Fund	Other securities	—	—	$416K	3.8%
Vanguard Target Retirement 2020 Inv Fund	Other securities	—	—	$368K	3.4%
Putnam Large Cap Value R6 Fund	Other securities	—	—	$347K	3.2%
Vanguard Target Retirement Income Inv Fund	Other securities	—	—	$345K	3.2%
Participant loans through December 2034. -	Participant loans	—	—	$304K	2.8%
Vanguard Total International Stock Index Admiral Fund	Other securities	—	—	$228K	2.1%
Vanguard Target Retirement 2055 Inv Fund	Other securities	—	—	$203K	1.9%
Vanguard Small Cap Index Admiral Fund	Other securities	—	—	$186K	1.7%
Vanguard Mid Cap Index Admiral Fund	Other securities	—	—	$171K	1.6%
Janus Investment Fund Janus Henderson Triton N Fund	Other securities	—	—	$145K	1.3%
Vanguard Target Retirement 2060 Inv Fund	Other securities	—	—	$121K	1.1%
Vanguard Total Bond Market Index Admiral Fund	Other securities	—	—	$113K	1.0%
Dodge & Cox Dodge & Cox Income X Fund	Other securities	—	—	$94K	0.9%
Carillon Eagle Carillon Eagle Mid Cap Growth R6 Fund	Other securities	—	—	$32K	0.3%
MFS Mid Cap Value R6 Fund	Other securities	—	—	$31K	0.3%
MFS New Discovery Value R6 Fund	Other securities	—	—	$9K	<0.1%
Vanguard Target Retirement 2065 Inv Fund	Other securities	—	—	$9K	<0.1%
Vanguard Target Retirement 2070 Inv Fund	Other securities	—	—	$3K	<0.1%