Back to filter
Original filing (PDF)20250911084106NAL0000289457001
HENRY VISCARDI SCHOOL
Form 5500
FILING_RECEIVED
HENRY VISCARDI SCHOOL DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
167
Accounts w/ balance
248
Plan assets (EOY)
$54.3M
Net assets (EOY)
$54.3M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "INSURANCE COMPANY GENERAL CONTRACTS, AT FAIR VALUE UNITS/SHARES * TIAA Traditional Annuity Account Non Benefit Responsive" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY VISCARDI SCHOOL.
Plan sponsor
Name
HENRY VISCARDI SCHOOL
EIN
11-2024514
Address
201 I U WILLETS ROAD · ALBERTSON, NY · 115071516
Phone
(516) 465-1445
Industry
Educational Servicessee all
Plan administrator
Name
HENRY VISCARDI SCHOOL
EIN
11-2024514
City
ALBERTSON, NY
Phone
(516) 465-1445
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $19K | — |
Investments
36 direct securities · 1 pooled fund· $49.2M(91% 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
$47.7M
36 holdings
Pooled Separate Account
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INSURANCE COMPANY GENERAL CONTRACTS, AT FAIR VALUE UNITS/SHARES * TIAA Traditional Annuity Account Non Benefit Responsive | — | — | — | $17.7M | 32.7% | |
| REGISTERED INVESTMENT COMPANIES * CREF Stock R2 | — | — | $12K | $10.8M | 20.0% | |
| CREF Growth R2 | — | — | $13K | $6.9M | 12.7% | |
| CREF Equity Index R2 | — | — | $5K | $2.5M | 4.6% | |
| CREF Global Equities R2 | — | — | $6K | $2.2M | 4.0% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.5M | 2.8% | |
| CREF Social Choice R2 | — | — | $4K | $1.4M | 2.6% | |
| MFS International Diversification R4 | — | — | $52K | $1.2M | 2.2% | |
| Nuveen Small Cap Bld Idx Rtmt | — | — | $38K | $910K | 1.7% | |
| CREF Core Bond R2 | — | — | $5K | $698K | 1.3% | |
| Nuveen S&P 500 Index Retire | — | — | $11K | $695K | 1.3% | |
| CREF Money Market R2 | — | — | $21K | $621K | 1.1% | |
| BlackRock Inflation Prot Bond Inst | — | — | $54K | $516K | 1.0% | |
| BlackRock Total Return Inst | — | — | $42K | $406K | 0.7% | |
| Columbia Mid Cap Index Fund A | — | — | $14K | $210K | 0.4% | |
| CREF Inflation-Linked Bond R2 | — | — | $2K | $151K | 0.3% | |
| SEPARATE ACCOUNTS * Voya Gov Money Market Port I | — | — | $2K | $97K | 0.2% | |
| Vanguard Federal Money Mkt Inv | — | — | $87K | $87K | 0.2% | |
| American Washington Mut Inv R3 | — | — | $1K | $87K | 0.2% | |
| Fidelity VIP Contrafund Pt I 408 | — | — | — | $67K | 0.1% | |
| MFS Growth Fund Class R3 343 | — | — | — | $62K | 0.1% | |
| PGIM Short-Term Corp Bd A | — | — | $5K | $54K | <0.1% | |
| Voya Russell LgCp Indx Prt I | — | — | $1K | $50K | <0.1% | |
| Mutual of America Interest Accumulation Account | — | — | — | $30K | <0.1% | |
| VY TRwPr Divr MdCp Gr Pt I 488 | — | — | — | $30K | <0.1% | |
| John Hancock Disc Val Md Cp R2 900 | — | — | — | $24K | <0.1% | |
| Fidelity VIP Contrafund Portfolio 108 | — | — | — | $24K | <0.1% | |
| Allspg Spec SmCp Vl Fd A 276 | — | — | — | $18K | <0.1% | |
| Cohen & Steers Global Realty A 349 | — | — | — | $18K | <0.1% | |
| MoA Mid Cap Equity Index Fund | — | — | $2K | $16K | <0.1% | |
| GQG Prtnr Emerg Mrkt Eqt Invst 743 | — | — | — | $12K | <0.1% | |
| VY CBRE Rl Estate Prt Srv 423 | — | — | — | $10K | <0.1% | |
| Eagle Mid Cap Growth A 140 | — | — | — | $10K | <0.1% | |
| Inv Dev Mrkts Fd A 126 | — | — | — | $10K | <0.1% | |
| BlackRock Strat Inc Opp Inv A 817 | — | — | — | $8K | <0.1% | |
| Mutual of America Small Cap Growth Fund | — | — | $2K | $6K | <0.1% | |
| Mutual of America Small Cap Value Fund | — | — | $2K | $5K | <0.1% |
Related plans
Other plans using SENTINEL PENSION ADVISORS
MANHATTAN UNIVERSITY
MANHATTAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$291.1M · 377 participants
SARAH LAWRENCE COLLEGE
SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN
$192.0M · 590 participants
NEMAK USA, INC.
NEMAK USA, INC. RETIREMENT SAVINGS PLAN
$189.0M · 2,035 participants
NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND)
AMPERSAND 401(K) PLAN
$178.7M · 529 participants
WAGNER COLLEGE
WAGNER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
$144.0M · 746 participants
JOHN MORIARTY & ASSOCIATES, INC.
JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN
$104.8M · 424 participants
Similar-size Educational Services plans
PARK SCHOOL CORPORATION
THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$54.3M · 191 participants
THE PINGRY CORPORATION
PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN
$54.4M · 337 participants
KING SCHOOL, INC.
KING SCHOOL, INC. SECTION 403(B) PLAN
$54.1M · 322 participants
RUTGERS PREPARATORY SCHOOL
RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN
$54.1M · 183 participants
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN
$54.5M · 128 participants
WILMINGTON FRIENDS SCHOOL, INC.
WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN
$54.5M · 147 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B