Original filing (PDF)20250207165633NAL0026303506001

LONG ISLAND SCHOOL FOR THE GIFTED

Name: LONG ISLAND SCHOOL FOR THE GIFTED — LISG 403(B) PLAN, Form 5500 (2023)
Creator: LONG ISLAND SCHOOL FOR THE GIFTED

Form 5500-SF

FILING_RECEIVED

LISG 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONG ISLAND SCHOOL FOR THE GIFTED.

Plan sponsor

Name

LONG ISLAND SCHOOL FOR THE GIFTED

EIN

11-2532703

Address

165 PIDGEON HILL ROAD · HUNTINGTON STATION, NY · 11746

Phone

(631) 423-3557

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-02-07

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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