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Original filing (PDF)20250801075053NAL0006050369001
SCOPE EDUCATION SERVICES
Form 5500
FILING_RECEIVED
TAX-DEFERRED ANNUITY PLAN FOR SCOPE EDUCATION SERVICES
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,755
Accounts w/ balance
309
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
62 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 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
(631) 360-0800
Industry
Educational Servicessee all
Plan administrator
Name
SCOPE EDUCATION SERVICES
EIN
11-2073576
City
SMITHTOWN, NY
Phone
(631) 360-0800
Plan characteristics
Plan number
002
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
62 pooled funds· $8.8M(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 TRADITIONAL BENEFIT RESPONSIVE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $2.0M | 22.3% | |
| TIAA TRADITIONAL BEN RESPONSIVE 2 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.3M | 14.8% | |
| CREF STOCK R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1.0M | 11.4% | |
| CREF GROWTH R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $508K | 5.8% | |
| NUVEEN LFCYCLE IX 2025 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $395K | 4.5% | |
| NUVEEN LFCYCLE IX 2030 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $364K | 4.1% | |
| NUVEEN LFCYCLE IX 2020 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $328K | 3.7% | |
| NUVEEN LFCYCLE IX 2040 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $274K | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $259K | 2.9% | |
| CREF GLOBAL EQUITIES R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $222K | 2.5% | |
| NUVEEN LFCYCLE IX 2035 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $216K | 2.5% | |
| NUVEEN S&P 500 INDEX RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $182K | 2.1% | |
| TIAA ACCESS NUV LIFCYC 2020 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $181K | 2.0% | |
| PGIM JENNISON GROWTH Z TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $154K | 1.7% | |
| BAIRD SHORT TERM BOND FUND INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $112K | 1.3% | |
| NUVEEN LFCYCLE IX 2060 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $111K | 1.3% | |
| CREF EQUITY INDEX R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $97K | 1.1% | |
| NUVEEN LFCYCLE IX 2050 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $88K | 1.0% | |
| AF AMERICAN BALANCED FUND R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $86K | 1.0% | |
| HARTFORD DIVIDEND & GROWTH R5 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $86K | 1.0% | |
| NUVEEN LFCYCLE IX 2045 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $85K | 1.0% | |
| CREF CORE BOND R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $63K | 0.7% | |
| TIAA ACCESS NUV LIFCYC 2030 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $63K | 0.7% | |
| BLACKROCK INFLAT PROT BND INST TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $49K | 0.6% | |
| TIAA ACCESS NUV LIFCYC 2025 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $47K | 0.5% | |
| AF EUROPACIFIC GROWTH FUND R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $46K | 0.5% | |
| CREF INFLATION-LINKED BOND R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $41K | 0.5% | |
| NUVEEN LFCYCLE IX 2065 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $41K | 0.5% | |
| NUVEEN LFCYCLE IX 2055 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $39K | 0.4% | |
| NUVEEN LFCYCLE IX 2015 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $35K | 0.4% | |
| CREF MONEY MARKET R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $29K | 0.3% | |
| NUVEEN MONEY MARKET RETIREMENT TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $27K | 0.3% | |
| TRANSAMERICA INTL EQUITY I TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $25K | 0.3% | |
| GOLDMAN SACHS INTL SMCPINS INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $25K | 0.3% | |
| TIAA TRADITIONAL NON BENEFIT RESPON TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $22K | 0.2% | |
| CREF SOCIAL CHOICE R1 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| NUVEEN CORE BOND PREMIER TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $20K | 0.2% | |
| PRINCIPAL MIDCAP FUND R5 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $18K | 0.2% | |
| NUVEEN SMALL CAP BLD IDX RTMT TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $17K | 0.2% | |
| PLAN LOAN DEFAULT FUND TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $16K | 0.2% | |
| NUVEEN LFCYC IX RET INC RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $15K | 0.2% | |
| PARTICIPANT LOAN FUND TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $15K | 0.2% | |
| AM CENTURY MID CAP VALUE INV TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AMERICAN FDS NEW WORLD R4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $14K | 0.2% | |
| TIAA ACCESS NUV LIFCYC 2045 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $13K | 0.1% | |
| TIAA ACCESS NUV LIFCYC 2050 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| AB GLOBAL BOND ADVISOR TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| NUVEEN LFCYCLE IX 2010 RETIRE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $10K | 0.1% | |
| TIAA ACCESS NUV LRG CAP VAL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $9K | 0.1% | |
| TIAA ACCESS NUV CORE PL BD T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TIAA ACCESS NUV SM CP BL IX T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TIAA ACCESS NUV RLESTSECSEL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TIAA ACCESS NUV INTL EQUITY T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TIAA ACCESS NUV EQUITY IDX T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TIAA ACCESS NUV MID CAP GRW T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2015 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2035 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TIAA ACCESS NUV QT SM CP EQ T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TIAA ACCESS NUV LIFCYC 2040 T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $677 | <0.1% | |
| TIAA ACCESS NUV MID CAP VAL T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $483 | <0.1% | |
| PIMCO INCOME ADMIN TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $468 | <0.1% | |
| TIAA ACCESS NUV LGCP RES EQ T4 TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | — | — | $1 | <0.1% |