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Original filing (PDF)20251010112342NAL0007601009001
THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA
Form 5500
FILING_RECEIVED
92ND STREET Y 403(B) PLAN
403(b) retirement plan
Active participants
634
Accounts w/ balance
729
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
1 pooled trust
Schedule D
113 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 YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA.
Plan sponsor
Name
THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA
EIN
13-1624229
Address
1395 LEXINGTON AVENUE · NEW YORK, NY · 10128
Phone
(212) 415-5490
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
2025-10-10
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $46K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | 33-0785439 | SAN DIEGO, CA | SERVICE PROVIDER | $27K | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | SERVICE PROVIDER | $809 | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $25 | — |
| METLIFE INSURANCE COMPANY | 13-5581829 | — | SERVICE PROVIDER | $0 | — |
Investments
112 direct securities · 1 pooled fund· $30.4M(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.
Uncategorized
$30.1M
112 holdings
Pooled Separate Account
$285K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Benefit Responsive Guaranteed Annuity Contract | — | — | — | $2.3M | 7.5% | |
| Vanguard 500 Idx Adm Mutual Funds | — | — | — | $2.1M | 7.0% | |
| CREF Growth R1 Pooled Separate Accounts | — | — | — | $1.5M | 4.9% | |
| CREF Stock R1 Pooled Separate Accounts | — | — | — | $1.4M | 4.7% | |
| T-Flex Guaranteed Annuity Contract | — | — | — | $1.4M | 4.5% | |
| TIAA-CREF Lifecycle Index 2030-Inst Mutual Funds | — | — | — | $1.4M | 4.5% | |
| TIAA-CREF Lifecycle Index 2055-Inst Mutual Funds | — | — | — | $1.3M | 4.3% | |
| TIAA-CREF Lifecycle Index 2020-Inst Mutual Funds | — | — | — | $1.3M | 4.3% | |
| TIAA-CREF Lifecycle Index 2045-Inst Mutual Funds | — | — | — | $1.3M | 4.2% | |
| TIAA-CREF Lifecycle Index 2035-Inst Mutual Funds | — | — | — | $1.2M | 4.0% | |
| TIAA-CREF Lifecycle Index 2050-Inst Mutual Funds | — | — | — | $1.0M | 3.4% | |
| MetLife Stock Index Port Pooled Separate Accounts | — | — | — | $909K | 3.0% | |
| TIAA-CREF Lifecycle Index 2040-Inst Mutual Funds | — | — | — | $902K | 3.0% | |
| CREF Equity Index R1 Pooled Separate Accounts | — | — | — | $894K | 2.9% | |
| TIAA Trad Non Benefit Responsive 2 Guaranteed Annuity Contract | — | — | — | $813K | 2.7% | |
| CREF Global Equities R1 Pooled Separate Accounts | — | — | — | $755K | 2.5% | |
| Fixed Rider Guaranteed Annuity Contract | — | — | — | $755K | 2.5% | |
| TIAA-CREF Lifecycle Index 2025-Inst Mutual Funds | — | — | — | $753K | 2.5% | |
| TIAA-CREF Lifecycle Index Rtln-Inst Mutual Funds | — | — | — | $660K | 2.2% | |
| Fixed Acct Guaranteed Annuity Contract | — | — | — | $521K | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Funds | — | — | — | $517K | 1.7% | |
| Vanguard Mid-Cap Grw Idx Adm Mutual Funds | — | — | — | $390K | 1.3% | |
| TIAA Stable Value Pooled Separate Accounts | — | — | — | $343K | 1.1% | |
| Vanguard Ttl Intl Stk Idx Adm Mutual Funds | — | — | — | $335K | 1.1% | |
| Jennison Growth Portfolio Pooled Separate Accounts | — | — | — | $333K | 1.1% | |
| Vanguard Instl Target Retirement 2050 Fund Mutual Funds | — | — | — | $312K | 1.0% | |
| Vanguard Instl Target Retirement 2025 Fund Mutual Funds | — | — | — | $287K | 0.9% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $285K | 0.9% | |
| American Washington Mut Inv R6 Mutual Funds | — | — | — | $277K | 0.9% | |
| CREF Social Choice R1 Pooled Separate Accounts | — | — | — | $255K | 0.8% | |
| American New Perspective R6 Mutual Funds | — | — | — | $201K | 0.7% | |
| CREF Bond Market R1 Pooled Separate Accounts | — | — | — | $188K | 0.6% | |
| Vanguard Small-Cap Idx Adm Mutual Funds | — | — | — | $181K | 0.6% | |
| PGIM Total Return Bond Z Mutual Funds | — | — | — | $174K | 0.6% | |
| TIAA Access Lifecycle 2035 T4 Pooled Separate Accounts | — | — | — | $164K | 0.5% | |
| MFS Growth Fund Class R6 Mutual Funds | — | — | — | $147K | 0.5% | |
| Plan Loan Default Fund Guaranteed Annuity Contract | — | — | — | $140K | 0.5% | |
| TIAA Access-Van Wellington T4 Pooled Separate Accounts | — | — | — | $138K | 0.5% | |
| TIAA Access-Van SmCapVal lx T4 Pooled Separate Accounts | — | — | — | $136K | 0.4% | |
| Loomis Sayles Growth Port Pooled Separate Accounts | — | — | — | $129K | 0.4% | |
| CREF Inflation-Linked Bond R1 Pooled Separate Accounts | — | — | — | $121K | 0.4% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Funds | — | — | — | $106K | 0.3% | |
| BlackRock Ultra-Short Pooled Separate Accounts | — | — | — | $106K | 0.3% | |
| Met Agg Bond IDX Pooled Separate Accounts | — | — | — | $102K | 0.3% | |
| Vanguard Mid-Cap Idx Adm Mutual Funds | — | — | — | $81K | 0.3% | |
| TIAA Access Money Mkt T4 Pooled Separate Accounts | — | — | — | $78K | 0.3% | |
| Vanguard Instl Target Retirement 2035 Fund Mutual Funds | — | — | — | $76K | 0.2% | |
| CREF Money Market R1 Pooled Separate Accounts | — | — | — | $75K | 0.2% | |
| Victory Sycamore Estab Val R6 Mutual Funds | — | — | — | $74K | 0.2% | |
| Vanguard Instl Target Retirement 2040 Fund Mutual Funds | — | — | — | $69K | 0.2% | |
| Stock Index Pooled Separate Accounts | — | — | — | $61K | 0.2% | |
| Victory Sycamore Sm-Co Opp R6 Mutual Funds | — | — | — | $58K | 0.2% | |
| SSGA Growth ETF Pooled Separate Accounts | — | — | — | $56K | 0.2% | |
| ClearBridge VarAggGrw Portfolio Pooled Separate Accounts | — | — | — | $54K | 0.2% | |
| BH Small Cap Val Pooled Separate Accounts | — | — | — | $53K | 0.2% | |
| TIAA Access-Van Selected Val T4 Pooled Separate Accounts | — | — | — | $52K | 0.2% | |
| TIAA Access Lifecycle 2055 T4 Pooled Separate Accounts | — | — | — | $52K | 0.2% | |
| TIAA Access-DFA Emg Mkt Prt T4 Pooled Separate Accounts | — | — | — | $51K | 0.2% | |
| TIAA Access-AF Euro Pac Gr T4 Pooled Separate Accounts ** 819 * TIAA Access-AF Wash Mut Inv T4 Pooled Separate Accounts | — | — | — | $51K | 0.2% | |
| Fix Int Acct Pooled Separate Accounts | — | — | — | $50K | 0.2% | |
| American Europacific Growth R6 Mutual Funds | — | — | — | $49K | 0.2% | |
| Vanguard Instl Target Retirement 2030 Fund Mutual Funds | — | — | — | $47K | 0.2% | |
| TIAA Access Intl Equity Idx T4 Pooled Separate Accounts | — | — | — | $44K | 0.1% | |
| Clarion Global Real Estate Pooled Separate Accounts | — | — | — | $44K | 0.1% | |
| Fidelity VIP Equity Income Pooled Separate Accounts | — | — | — | $41K | 0.1% | |
| PIMCO Total Return Port Pooled Separate Accounts | — | — | — | $40K | 0.1% | |
| BH Asset All 60 Pooled Separate Accounts | — | — | — | $40K | 0.1% | |
| BlackRock Bond Inc-Cl A Pooled Separate Accounts | — | — | — | $35K | 0.1% | |
| T Rowe Large-Cap Growth Pooled Separate Accounts | — | — | — | $33K | 0.1% | |
| TIAA Access Real Est Secs T4 Pooled Separate Accounts | — | — | — | $32K | 0.1% | |
| TIAA Access High-Yield T4 Pooled Separate Accounts | — | — | — | $30K | <0.1% | |
| Vanguard Total Stock Market Index Fund A Mutual Funds | — | — | — | $27K | <0.1% | |
| TIAA Access-Van Explorer T4 Pooled Separate Accounts | — | — | — | $26K | <0.1% | |
| Fidelity ContraFund - SC2 Pooled Separate Accounts | — | — | — | $26K | <0.1% | |
| Met Russell 2000 Index Pooled Separate Accounts | — | — | — | $24K | <0.1% | |
| TIAA Access T-C Lg Cp VI Ix T4 Pooled Separate Accounts | — | — | — | $20K | <0.1% | |
| MetLife MSCI EAFE Index Pooled Separate Accounts | — | — | — | $19K | <0.1% | |
| Amer Funds Growth Fund Pooled Separate Accounts | — | — | — | $19K | <0.1% | |
| Notes receivable from participants Participant loans $- | — | — | — | $19K | <0.1% | |
| MFS Value Portfolio Pooled Separate Accounts | — | — | — | $18K | <0.1% | |
| BH Asset All 80 Pooled Separate Accounts | — | — | — | $16K | <0.1% | |
| TIAA Access Core Bond T4 Pooled Separate Accounts | — | — | — | $15K | <0.1% | |
| TIAA Access-Wam Core Pl Bd T4 Pooled Separate Accounts | — | — | — | $14K | <0.1% | |
| BlackRock High Yield Pooled Separate Accounts | — | — | — | $14K | <0.1% | |
| Lord Abbett Bond Debenture I Mutual Funds | — | — | — | $14K | <0.1% | |
| MetLife Mid Cap Stk Ind Pooled Separate Accounts | — | — | — | $12K | <0.1% | |
| Loomis Sayles Global Mkts Pooled Separate Accounts | — | — | — | $11K | <0.1% | |
| BH/W Lrg CP RRCH Pooled Separate Accounts | — | — | — | $11K | <0.1% | |
| PIMCO Total Return Pooled Separate Accounts | — | — | — | $8K | <0.1% | |
| West As Mgt U.S. Govt Por Pooled Separate Accounts | — | — | — | $8K | <0.1% | |
| TIAA-CREF Lifecycle Index 2010-Inst Mutual Funds ** 898 * TIAA-CREF Lifecycle Index 2015-Inst Mutual Funds | — | — | — | $8K | <0.1% | |
| Wstrn Asset Mgmt US Gov Pooled Separate Accounts | — | — | — | $8K | <0.1% | |
| Met Russell 2000 Index Pooled Separate Accounts | — | — | — | $7K | <0.1% | |
| TIAA Access Lifecycle 2015 T4 Pooled Separate Accounts ** 474 * TIAA Access Lifecycle 2020 T4 Pooled Separate Accounts ** 494 * TIAA Access Lifecycle 2025 T4 Pooled Separate Accounts | — | — | — | $7K | <0.1% | |
| BH Asset All 60 Pooled Separate Accounts | — | — | — | $7K | <0.1% | |
| TIAA Access-Van E Mk St Ix T4 Pooled Separate Accounts | — | — | — | $6K | <0.1% | |
| Templeton Foreign VIP Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| TIAA Access S&P 500 Index T4 Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| MFS Value Portfolio E Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| LVIP T. Rowe Price 2050 Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| TIAA Access T-C Bond Idx T4 Pooled Separate Accounts | — | — | — | $5K | <0.1% | |
| TIAA Trad Non Benefit Responsive Guaranteed Annuity Contract | — | — | — | $4K | <0.1% | |
| TIAA Access T-C Sml Cap Eq T4 Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| TIAA Access Large Cap Value T4 Pooled Separate Accounts | — | — | — | $4K | <0.1% | |
| Clarion Global Real Estate Pooled Separate Accounts ** 782 Wstrn Asst Mgt Strag Bd Pooled Separate Accounts ** 728 TRP Mid Cap Growth Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| MFS Research Int'l Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| Janus Henderson Triton I Mutual Funds | — | — | — | $3K | <0.1% | |
| American Funds Bond Fund Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| MetLife MSCI EAFE Index Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| TIAA Access Mid Cap Grow T4 Pooled Separate Accounts | — | — | — | $1K | <0.1% | |
| Met Aggregate Bond Index Pooled Separate Accounts | — | — | — | $1K | <0.1% | |
| TIAA Access T-C Mid Cap Val T4 Pooled Separate Accounts ** 911 * TIAA Access T-C Sm Cp Bl Ix T4 Pooled Separate Accounts | — | — | — | $1K | <0.1% | |
| Vanguard Prime Money Market Fund Money Market Fund | — | — | — | $1K | <0.1% |