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Original filing (PDF)20251014170221NAL0001682707001
THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC.
Form 5500
FILING_RECEIVED
THE EDUCATIONAL & INSTITUTIONAL CO-OP SERVICES, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
121
Accounts w/ balance
157
Plan assets (EOY)
$37.3M
Net assets (EOY)
$37.3M
How this plan invests
This plan
35 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC..
Plan sponsor
Name
THE EDUCATIONAL & INSTITUTIONAL COOPERATIVE SERVICES, INC.
EIN
11-1694595
Address
2 JERICHO PLAZA, SUITE 309 · JERICHO, NY · 117531681
Phone
(631) 273-7900
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
35 direct securities· $37.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT ADM Mutual funds | — | — | — | $6.9M | 18.4% | |
| VANG TARGET RET 2035 Mutual funds | — | — | — | $4.6M | 12.4% | |
| VANG TARGET RET 2030 Mutual funds | — | — | — | $4.2M | 11.2% | |
| VANG TARGET RET 2040 Mutual funds | — | — | — | $2.7M | 7.3% | |
| AB LG CAP GRTH I Mutual funds | — | — | — | $2.1M | 5.6% | |
| VANG TARGET RET 2045 Mutual funds | — | — | — | $1.9M | 5.0% | |
| Lincoln Fixed Account Fixed annuities | — | — | — | $1.4M | 3.8% | |
| TCW MW TOT RTN BD P Mutual funds | — | — | — | $1.4M | 3.8% | |
| VANG TARGET RET 2025 Mutual funds | — | — | — | $1.3M | 3.4% | |
| VANG MIDCAP IDX ADM Mutual funds | — | — | — | $1.0M | 2.8% | |
| VANG TARGET RET 2050 Mutual funds | — | — | — | $1.0M | 2.8% | |
| VANG DEV MKT IDX ADM Mutual funds | — | — | — | $963K | 2.6% | |
| VANG TARGET RET 2055 Mutual funds | — | — | — | $722K | 1.9% | |
| VANG SM CAP IDX ADM Mutual funds | — | — | — | $611K | 1.6% | |
| FID SMALL CAP GROWTH Mutual funds | — | — | — | $610K | 1.6% | |
| MFS MID CAP GRTH R4 Mutual funds | — | — | — | $563K | 1.5% | |
| PIF EQUITY INC INST Mutual funds | — | — | — | $535K | 1.4% | |
| MFS INTL GROWTH R6 Mutual funds | — | — | — | $510K | 1.4% | |
| PIMCO INCOME INST Mutual funds | — | — | — | $488K | 1.3% | |
| VAN REAL EST IDX ADM Mutual funds | — | — | — | $415K | 1.1% | |
| FID EMERGING MKTS Mutual funds | — | — | — | $355K | 1.0% | |
| VANG TARGET RET 2020 Mutual funds | — | — | — | $345K | 0.9% | |
| BNYM NAT RES I Mutual funds | — | — | — | $343K | 0.9% | |
| AM CENT MD CP VAL R6 Mutual funds | — | — | — | $311K | 0.8% | |
| VANG TARGET RET 2060 Mutual funds | — | — | — | $288K | 0.8% | |
| participant account balances | — | — | — | $285K | 0.8% | |
| FKLN UTILITIES R6 Mutual funds | — | — | — | $282K | 0.8% | |
| ABF INTL EQUITY R5 Mutual funds | — | — | — | $258K | 0.7% | |
| VANG LIFEST GROWTH Mutual funds | — | — | — | $192K | 0.5% | |
| AS SPL SM CAP VAL R6 Mutual funds | — | — | — | $170K | 0.5% | |
| BNYM GLB FX INC I Mutual funds | — | — | — | $152K | 0.4% | |
| VRTS DP GLB RE SEC I Mutual funds | — | — | — | $139K | 0.4% | |
| VANG TARGET RET INC Mutual funds | — | — | — | $92K | 0.2% | |
| VANG LIFEST INCOME Mutual funds 1 VANG LIFEST MOD GRTH Mutual funds | — | — | — | $87K | 0.2% | |
| ROYCE INTL PRM INV Mutual funds | — | — | — | $67K | 0.2% |
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