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Original filing (PDF)20250801075044NAL0006967313001
SCOPE EDUCATION SERVICES
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR SCOPE EDUCATION SERVICES
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
613
Accounts w/ balance
660
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
63 pooled trusts
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOPE EDUCATION SERVICES.
Plan sponsor
Name
SCOPE EDUCATION SERVICES
EIN
11-2073576
Address
100 LAWRENCE AVENUE · SMITHTOWN, NY · 117873618
Phone
(621) 360-0800
Industry
Educational Servicessee all
Plan administrator
Name
SCOPE EDUCATION SERVICES
EIN
11-2073576
City
SMITHTOWN, NY
Phone
(621) 360-0800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INS & ANN ASS OF AMER | 13-1624203 | NEW YORK, NY | — | $4K | — |
Investments
63 pooled funds· $8.5M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA TRAD NON BENEFIT RESPON TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.4M | 16.5% | |
| CREF STOCK R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.2M | 14.2% | |
| NUVEEN LFCYCLE IX 2030 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $580K | 6.8% | |
| CREF GROWTH R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $549K | 6.4% | |
| TIAA STABLE VALUE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $439K | 5.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $339K | 4.0% | |
| TIAA TRAD NON BENEFIT RESPON 2 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $330K | 3.9% | |
| CREF GLOBAL EQUITIES R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $308K | 3.6% | |
| NUVEEN LFCYCLE IX 2040 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $304K | 3.6% | |
| NUVEEN LFCYCLE IX 2050 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $247K | 2.9% | |
| NUVEEN LFCYCLE IX 2025 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $226K | 2.6% | |
| CREF EQUITY INDEX R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $207K | 2.4% | |
| NUVEEN LFCYCLE IX 2045 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $202K | 2.4% | |
| CREF CORE BOND R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $190K | 2.2% | |
| NUVEEN LFCYCLE IX 2035 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $175K | 2.0% | |
| PGIM JENNISON GROWTH Z TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $165K | 1.9% | |
| CREF MONEY MARKET R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $149K | 1.7% | |
| NUVEEN LFCYCLE IX 2060 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $143K | 1.7% | |
| NUVEEN LFCYCLE IX 2055 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $139K | 1.6% | |
| TIAA ACCESS NUV LIFCYC 2030 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $139K | 1.6% | |
| NUVEEN LFCYCLE IX 2010 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $116K | 1.4% | |
| NUVEEN LFCYCLE IX 2020 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $109K | 1.3% | |
| TIAA ACCESS NUV LIFCYC 2050 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $86K | 1.0% | |
| NUVEEN S&P 500 INDEX RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $61K | 0.7% | |
| NUVEEN CORE BOND PREMIER TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $55K | 0.6% | |
| TIAA ACCESS NUV LIFCYC 2045 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $52K | 0.6% | |
| CREF INFLATION-LINKED BOND R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $48K | 0.6% | |
| TIAA ACCESS NUV LIFCYC 2025 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $47K | 0.5% | |
| TIAA ACCESS NUV LIFCYC 2035 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $37K | 0.4% | |
| TIAA ACCESS NUV LRG CAP VAL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $36K | 0.4% | |
| NUVEEN LFCYCLE IX 2015 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $32K | 0.4% | |
| HARTFORD DIVIDEND & GROWTH R5 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $31K | 0.4% | |
| CREF SOCIAL CHOICE R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $30K | 0.4% | |
| BAIRD SHORT TERM BOND FUND INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $28K | 0.3% | |
| TRANSAMERICA INTL EQUITY I TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $25K | 0.3% | |
| NUVEEN LFCYCLE IX 2065 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $24K | 0.3% | |
| TIAA ACCESS NUV LIFCYC 2040 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $21K | 0.3% | |
| NUVEEN MONEY MARKET RETIREMENT TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $20K | 0.2% | |
| TIAA ACCESS NUV LIFCYC 2020 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $20K | 0.2% | |
| TIAA ACCESS NUV INTL EQUITY T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $19K | 0.2% | |
| AM CENTURY MID CAP VALUE INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $18K | 0.2% | |
| AF AMERICAN BALANCED FUND R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $17K | 0.2% | |
| TIAA ACCESS NUV MID CAP VAL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $16K | 0.2% | |
| BLACKROCK INFLAT PROT BND INST TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AF EUROPACIFIC GROWTH FUND R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AB GLOBAL BOND ADVISOR TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $12K | 0.1% | |
| TIAA ACCESS NUV MID CAP GRW T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| TIAA ACCESS NUV SM CP BL IX T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $9K | 0.1% | |
| NUVEEN SMALL CAP BLD IDX RTMT TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $9K | 0.1% | |
| TIAA ACCESS NUV RLESTSECSEL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $9K | 0.1% | |
| NUVEEN LFCYC IX RET INC RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| AMERICAN FDS NEW WORLD R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2015 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TIAA ACCESS NUV EQUITY IDX T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PRINCIPAL MIDCAP FUND R5 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2010 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TIAA ACCESS NUV LRG CAP GR T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TIAA ACCESS NUV QT SM CP EQ T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO INCOME ADMIN TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| GOLDMAN SACHS INTL SMCPINS INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TIAA ACCESS NUV CORE EQUITY T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TIAA ACCESS NUV LGCP RES EQ T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TIAA ACCESS NUV CORE PL BD T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $228 | <0.1% |