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Original filing (PDF)20251014194948NAL0004882400001
THE LEAGUE SCHOOL
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF THE LEAGUE SCHOOL
401(k) retirement plan
Active participants
437
Accounts w/ balance
465
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.8M
How this plan invests
This plan
1 pooled trust
Schedule D
48 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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LEAGUE SCHOOL.
Plan sponsor
Name
THE LEAGUE SCHOOL
EIN
11-1714376
Address
483 CLERMONT AVE · BROOKLYN, NY · 112382253
Phone
(718) 643-5300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $5K | — |
Investments
46 direct securities · 1 pooled fund· $72.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$32.0M
42 holdings
Pooled Separate Account
$26.3M
1 holding
Guaranteed Income / GIC
$11.6M
1 holding
Pooled Separate Accounts
$1.9M
2 holdings
Mutual Funds
$263K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 005 | Pooled Separate Account | — | — | $26.3M | 56.0% | |
| s * Mutual of America Mutual of America Interest Accumulation Account (a) | Guaranteed Income / GIC | — | — | $11.6M | 24.7% | |
| Mutual of America Delaware VIP Small Cap Value Series (a) 90 * Mutual of America Equity Index Fund (a) | — | — | — | $4.3M | 9.2% | |
| Mutual of America DWS Capital Growth VIP (a) | — | — | — | $3.2M | 6.8% | |
| Mutual of America 2035 Retirement Fund (a) | — | — | — | $2.7M | 5.8% | |
| Mutual of America 2030 Retirement Fund (a) | — | — | — | $2.3M | 4.8% | |
| Mutual of America 2040 Retirement Fund (a) | — | — | — | $2.2M | 4.8% | |
| Mutual of America Fidelity VIP Contrafund Portfolio (a) | — | — | — | $2.2M | 4.7% | |
| Mutual of America Mid-Cap Equity (a) | — | — | — | $1.7M | 3.6% | |
| s (continued) * Mutual of America All America Fund (a) | Pooled Separate Accounts | — | — | $1.5M | 3.2% | |
| Mutual of America 2025 Retirement Fund (a) | — | — | — | $1.3M | 2.8% | |
| Mutual of America American Funds IS New World Fund (a) 93 * Mutual of America Money Market Fund (a) | — | — | — | $1.3M | 2.7% | |
| Mutual of America 2045 Retirement Fund (a) | — | — | — | $1.1M | 2.3% | |
| Mutual of America Vanguard VIF International Portfolio (a) | — | — | — | $1.1M | 2.2% | |
| Mutual of America 2050 Retirement Fund (a) | — | — | — | $991K | 2.1% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio (a) | — | — | — | $732K | 1.6% | |
| Mutual of America Bond Fund (a) | — | — | — | $698K | 1.5% | |
| Mutual of America Victory Capital RS Small Cap Growth Equity VIP (a) 98 * Mutual of America 2015 Retirement Fund (a) | — | — | — | $662K | 1.4% | |
| Mutual of America Small Cap Growth Fund (a) | — | — | — | $652K | 1.4% | |
| TIAA Traditional – Benefit-Responsive Annuity (a) | — | — | — | $592K | 1.3% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio (a) | — | — | — | $589K | 1.3% | |
| Mutual of America T. Rowe Price Blue Chip Growth (a) | — | — | — | $556K | 1.2% | |
| Mutual of America Vanguard VIF Diversified Value (a) | — | — | — | $479K | 1.0% | |
| s * Mutual of America Aggressive Allocation Fund (a) | Pooled Separate Accounts | — | — | $461K | 1.0% | |
| Mutual of America Small Cap Value Fund (a) | — | — | — | $441K | 0.9% | |
| Mutual of America 2020 Retirement Fund (a) | — | — | — | $406K | 0.9% | |
| Mutual of America 2055 Retirement Fund (a) | — | — | — | $356K | 0.8% | |
| Mutual of America 2060 Retirement Fund (a) | — | — | — | $329K | 0.7% | |
| Mutual of America Invesco VI Main Street (a) | — | — | — | $287K | 0.6% | |
| s * CREF Global Equities (a) 336 * CREF Inflation-Linked Bond (a) 141 * CREF Stock (a) | Mutual Funds | — | — | $263K | 0.6% | |
| Guaranteed Annuity Contract * TIAA Traditional - Non-Benefit – Responsive Annuity (a) | — | — | — | $165K | 0.4% | |
| Mutual of America Conservative Allocation Fund (a) | — | — | — | $146K | 0.3% | |
| Mutual of America Composite Fund (a) | — | — | — | $129K | 0.3% | |
| Mutual of America Retirement Income Fund (a) | — | — | — | $87K | 0.2% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio (a) | — | — | — | $86K | 0.2% | |
| Mutual of America Goldman Sachs VIT US Equity Insights (a) | — | — | — | $67K | 0.1% | |
| Mutual of America Moderate Allocation Fund (a) | — | — | — | $67K | 0.1% | |
| Mutual of America Neuberger Berman AMT Sustainable Equity (a) | — | — | — | $66K | 0.1% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio (a) | — | — | — | $46K | <0.1% | |
| Mutual of America Vanguard Total Bond Mkt I Portfolio (a) | — | — | — | $42K | <0.1% | |
| Mutual of America PIMCO VIT Real Return Portfolio (a) | — | — | — | $42K | <0.1% | |
| Mutual of America 2065 Retirement Fund (a) | — | — | — | $35K | <0.1% | |
| Mutual of America MFS VIT III Mid Cap Value Portfolio (a) 96 * Mutual of America Mid Cap Value (a) | — | — | — | $26K | <0.1% | |
| Mutual of America International Fund (a) | — | — | — | $7K | <0.1% | |
| Mutual of America Small Cap Equity Index Fund (a) | — | — | — | $7K | <0.1% | |
| Mutual of America Calvert SRI Balanced Portfolio (a) | — | — | — | $4K | <0.1% | |
| Mutual of America Goldman Sachs VIT Small Cap Eq Insights (a) | — | — | — | $1K | <0.1% |