Back to filter
Original filing (PDF)20250902113553NAL0014206833001
COMMUNITY PROGRAM CENTERS OF LONG ISLAND , INC.
Form 5500
FILING_RECEIVED
COMMUNITY PROGRAM CENTERS OF LONG ISLAND, INC. 403
403(b) retirement plan
Active participants
75
Accounts w/ balance
245
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY PROGRAM CENTERS OF LONG ISLAND , INC..
Plan sponsor
Name
COMMUNITY PROGRAM CENTERS OF LONG ISLAND , INC.
EIN
11-2539861
Address
2210 SMITHTOWN AVE · RONKONKOMA, NY · 117797329
Phone
(631) 232-0011
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 1 pooled fund· $2.0M(95% 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
$2.0M
27 holdings
Pooled Separate Account
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA CREF Investments TIAA Traditional Non Benefit Responsive {+} | — | — | — | $472K | 22.3% | |
| TIAA CREF Investments CREF Stock {+} | — | — | — | $390K | 18.4% | |
| TIAA CREF Investments CREF Money Market {+} | — | — | — | $226K | 10.7% | |
| TIAA CREF Investments CREF Growth {+} | — | — | — | $211K | 9.9% | |
| TIAA CREF Investments CREF Global Equities {+} | — | — | — | $136K | 6.4% | |
| TIAA CREF Investments CREF Equity Index {+} | — | — | — | $124K | 5.8% | |
| TIAA CREF Investments CREF Core Bond {+} | — | — | — | $71K | 3.4% | |
| TIAA CREF Investments TIAA Access Lifecycle 2060 {+} | — | — | — | $69K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $54K | 2.6% | |
| TIAA CREF Investments TIAA Access Lifecycle 2040 {+} | — | — | — | $47K | 2.2% | |
| TIAA CREF Investments TIAA Access Lifecycle 2055 {+} | — | — | — | $46K | 2.2% | |
| TIAA CREF Investments CREF Inflation-Linked Bond {+} | — | — | — | $35K | 1.6% | |
| TIAA CREF Investments TIAA Access Lifecycle 2045 {+} | — | — | — | $34K | 1.6% | |
| TIAA CREF Investments TIAA Access Lifecycle 2035 {+} | — | — | — | $29K | 1.4% | |
| TIAA CREF Investments TIAA Access Lifecycle 2015 {+} 481 * TIAA CREF Investments TIAA Access Lifecycle 2020 {+} | — | — | — | $14K | 0.7% | |
| TIAA CREF Investments TIAA Access Lifecycle 2030 {+} | — | — | — | $12K | 0.6% | |
| TIAA CREF Investments CREF Social Choice {+} | — | — | — | $11K | 0.5% | |
| TIAA CREF Investments TIAA Access Intl Equity {+} | — | — | — | $9K | 0.4% | |
| TIAA CREF Investments TIAA Access Lifecycle 2025 {+} | — | — | — | $8K | 0.4% | |
| TIAA CREF Investments TIAA Access Lifecycle 2050 {+} | — | — | — | $6K | 0.3% | |
| TIAA CREF Investments TIAA Access Large-Cap Value {+} | — | — | — | $5K | 0.2% | |
| TIAA CREF Investments TIAA Access Small-Cap Blend Index {+} | — | — | — | $3K | 0.1% | |
| TIAA CREF Investments TIAA Access Large-Cap Growth {+} | — | — | — | $3K | 0.1% | |
| TIAA CREF Investments TIAA Access Core Equity {+} | — | — | — | $2K | 0.1% | |
| TIAA CREF Investments TIAA Access Mid-Cap Growth {+} 373 * TIAA CREF Investments TIAA Access Mid-Cap Value {+} | — | — | — | $2K | 0.1% | |
| TIAA CREF Investments TIAA Access Quant Small-Cap Equity {+} | — | — | — | $2K | 0.1% | |
| TIAA CREF Investments TIAA Access Real Estate Securities {+} | — | — | — | $2K | <0.1% | |
| TIAA CREF Investments TIAA Access Core Bond Plus {+} 346 * TIAA CREF Investments TIAA Access Equity Index {+} | — | — | — | $2K | <0.1% |
Related plans
Similar-size Educational Services plans
STRING THEORY SCHOOLS
STRING THEORY SCHOOLS RETIREMENT PLAN
$2.1M · 17 participants
LEXINGTON PLAYCARE CENTER INC
LEXINGTON PLAYCARE CENTER, INC. DEFINED CONTRIBUTION PLAN
$2.1M · 15 participants
VIRGIN ISLANDS MONTESSORI SCHOOL
VIRGIN ISLANDS MONTESSORI SCHOOL 403(B) TDA PLAN
$2.1M · 80 participants
MERCHANT RISK COUNCIL, INC.
MERCHANT RISK COUNCIL 401(K) PLAN
$2.1M · 33 participants
BILLINGS MIDDLE SCHOOL
BILLINGS MIDDLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$2.1M · 21 participants
JAPANESE EDUCATIONAL INSTITUTE
JAPANESE EDUCATIONAL INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 31 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