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Original filing (PDF)20251015161026NAL0005084721001
THE NEW INTERDISCIPLINARY SCHOOL
Form 5500
FILING_RECEIVED
THE NEW INTERDISCIPLINARY SCHOOL PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
117
Accounts w/ balance
182
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW INTERDISCIPLINARY SCHOOL.
Plan sponsor
Name
THE NEW INTERDISCIPLINARY SCHOOL
EIN
11-2428403
Address
430 SILLS ROAD · YAPHANK, NY · 11980
Phone
(631) 924-5583
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG ISLAND EMPLOYEE BENEFITS GROUP | — | HAUPPAUGE, NY | TPA | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | NONE | $0 | — |
Investments
30 direct securities· $2.9M(98% of reported assets)
Uncategorized
$2.9M
29 holdings
Mutual Funds
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage Fund Class R6 | — | — | — | $706K | 23.5% | |
| Investment Contract * Nationwide Life Insurance Company Nationwide Financial Fixed Select Option | — | — | — | $621K | 20.7% | |
| American Funds American Funds The Income Fund of America R6 | — | — | — | $223K | 7.4% | |
| TIAA-CREF Nuveen Lifecycle Index Retirement Income Fund - Class R6 | — | — | — | $222K | 7.4% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $192K | 6.4% | |
| T. Rowe Price T. Rowe Price Global Stock Fund - I Class | — | — | — | $132K | 4.4% | |
| TIAA-CREF Nuveen Lifecycle Index 2045 Fund - Class R6 | — | — | — | $103K | 3.4% | |
| Vanguard Equity-Income Fund | — | — | — | $100K | 3.3% | |
| American Funds American Funds New World Fund Class RG | — | — | — | $71K | 2.4% | |
| American Funds American Funds American Balanced Fund R6 | Mutual Funds | — | — | $47K | 1.6% | |
| American Funds American Century Small Cap Growth Fund R6 Class | — | — | — | $47K | 1.6% | |
| Federated Hermes Government Obligation Fund ** 56 Frost Investments Frost Total Return Bond Inst | — | — | — | $47K | 1.6% | |
| TIAA-CREF Nuveen Lifecycle Index 2050 Fund - Class R6 | — | — | — | $45K | 1.5% | |
| TIAA-CREF Nuveen Lifecycle Index 2060 Fund - Class R6 | — | — | — | $42K | 1.4% | |
| TIAA-CREF Nuveen Lifecycle Index 2035 Fund - Class R6 | — | — | — | $40K | 1.3% | |
| TIAA-CREF Nuveen Lifecycle Index 2055 Fund - Class R6 | — | — | — | $39K | 1.3% | |
| Guggenheim Total Return Bond Inst | — | — | — | $36K | 1.2% | |
| TIAA-CREF Nuveen Lifecycle Index 2040 Fund - Class R6 | — | — | — | $34K | 1.1% | |
| Participant Loans Rates ranging from 4.25% to 9.50% | — | — | — | $34K | 1.1% | |
| TIAA-CREF Nuveen Lifecycle Index 2030 Fund - Class R6 | — | — | — | $30K | 1.0% | |
| Principal Midcap Fund Class R6 | — | — | — | $30K | 1.0% | |
| Vanguard Strategic Equity Fund | — | — | — | $25K | 0.8% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $21K | 0.7% | |
| Blackrock High Yield Portfolio - Institutional Shares | — | — | — | $17K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle Index 2025 Fund - Class R6 | — | — | — | $8K | 0.3% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $5K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle Index 2020 Fund - Class R6 | — | — | — | $5K | 0.1% | |
| PIMCO Income Instl Fund | — | — | — | $3K | 0.1% | |
| TIAA-CREF Nuveen Lifecycle Index 2065 Fund - Class R6 | — | — | — | $2K | <0.1% | |
| Columbia Threadneedle Columbia Small Cap Index Inst2 Fund | — | — | — | $2K | <0.1% |
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