Original filing (PDF)20250415113134NAL0006318098001

403(b) Thriftplan of Northside Center for Child Development, Inc.

Name: 403(b) Thriftplan of Northside Center for Child Development, Inc. — Form 5500 (2023)
Creator: 403(b) Thriftplan of Northside Center for Child Development, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) retirement plan · 403(b) Thriftplan of Northside Center for Child Development, Inc. held $14.0M in plan assets for 255 participants in 2023.

Signals · 4

Late participant contributionsParticipant loans in defaultNon-clean audit opinionNo recordkeeper disclosed

Active participants

255

Accounts w/ balance

326

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Sharon Fraser signed 403(b) Thriftplan of Northside Center for Child Development, Inc.'s 2023 Form 5500 as plan administrator.

Sharon Fraser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

403(b) Thriftplan of Northside Center for Child Development, Inc.'s EIN is 13-1656679.

EIN 13-1656679

Plan number 001

Plan year 2023

ACK ID 20250415113134NAL0006318098001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for 403(b) Thriftplan of Northside Center for Child Development, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

403(b) Thriftplan of Northside Center for Child Development, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 403(B) THRIFTPLAN OF NORTHSIDE CENTER FOR CHILD DEVELOPMENT, INC..

Finding similar companies…

How this plan invests

This plan

3 pooled trusts

Schedule D

82 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 483K (51% of contributions).
Participant loans in default (deemed distributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

403(B) THRIFTPLAN OF NORTHSIDE CENTER FOR CHILD DEVELOPMENT, INC.

EIN

all filings

Address

1475 PARK AVE · NEW YORK, NY · 100293810

Phone

(212) 426-3400

Industry

Health Care & Social Assistance

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

2025-04-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CSARRIER	$4K	—

Investments

82 direct securities · 3 pooled funds· $24.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$10.6M

49 holdings

Pooled Separate Account

$10.1M

3 holdings

Mutual Funds

$1.7M

22 holdings

Common Collective Trusts

$1.6M

4 holdings

Cash / Money Market

$61K

3 holdings

Guaranteed Income / GIC

$54K

1 holding

Pooled Separate Accounts

$34K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

MassMutual / MML$4.1M Fidelity$1.1M Invesco$339K Vanguard$272K T. Rowe Price$201K American Century$62K American Funds (Capital Group)$2K PIMCO$1K Eaton Vance / Calvert$1K

Related plans

Other plans using Mutual of America Investment Corp.

Illinois Institute of Technology

Illinois Institute of Technology Tax Deferred Annuity Plan

$598.0M · 1,035 participants

Employshare, Inc.

Employshare, Inc. 401(k) Profit Sharing Plan

$78.0M · 671 participants

Sea-MAR Community Health Centers

Employee Benefit Plan of Sea-MAR Community Health Centers

$73.3M · 2,704 participants

Baldor Specialty Foods, Inc.

Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan

$67.6M · 3,399 participants

Special Service for Groups, Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
SEPARATE ACCOUNT NUMBERS SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$8.8M	62.5%
Mass Mutual Fixed Account (Artistry)	Other securities	—	—	$3.1M	22.0%
Mutual of America Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$1.5M	10.6%
Mutual of America Mutual of America 2020 Retirement Fund	Other securities	—	—	$1.4M	10.1%
Mutual of America Mutual of America 2035 Retirement Fund	Other securities	—	—	$1.1M	7.9%
SEPARATE ACCOUNT NUMBER MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590950 / PN 001	Pooled Separate Account	—	—	$1.1M	7.5%
Guaranteed Annuity Contracts * Mutual of America Mutual of America Interest Accumulation	Other securities	—	—	$751K	5.4%
Mutual of America Fidelity® VIP Mid Cap Portfolio	Mutual Funds	—	—	$703K	5.0%
Mutual of America Mutual of America 2050 Retirement Fund	Other securities	—	—	$515K	3.7%
Mutual of America Mutual of America 2055 Retirement Fund	Other securities	—	—	$488K	3.5%
Mutual of America Mutual of America 2045 Retirement Fund	Other securities	—	—	$477K	3.4%
Mutual of America Mutual of America 2025 Retirement Fund	Other securities	—	—	$386K	2.7%
Mutual of America Mutual of America 2040 Retirement Fund	Other securities	—	—	$373K	2.7%
Mutual of America Mutual of America 2030 Retirement Fund	Other securities	—	—	$332K	2.4%
SEPARATE ACCOUNT NUMBER MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590350 / PN 001	Pooled Separate Account	—	—	$265K	1.9%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$263K	1.9%
Mutual of America Fidelity® VIP Equity-Income Portfolio	Mutual Funds	—	—	$247K	1.8%
Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$201K	1.4%
Mutual of America Mutual of America 2060 Retirement Fund	Other securities	—	—	$167K	1.2%
Mass Mutual MML Sustainable Equity	Other securities	—	—	$118K	0.8%
Mass Mutual MML Equity	Other securities	—	—	$104K	0.7%
Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio 420 * Mass Mutual Fidelity VIP Contrafund	Mutual Funds	—	—	$100K	0.7%
Mass Mutual MML Equity Index	Common Collective Trusts	—	—	$95K	0.7%
Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$91K	0.6%
Mutual of America Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$75K	0.5%
Mass Mutual Invesco Opp V.I. Discovery Mid Cap Growth	Mutual Funds	—	—	$70K	0.5%
Mass Mutual MML Equity	Other securities	—	—	$66K	0.5%
Mass Mutual MML Small Cap Equity	Other securities	—	—	$65K	0.5%
Mutual of America American Century Investments® VP Capital Appreciation Fund	Other securities	—	—	$62K	0.4%
Mass Mutual MML Growth Allocation	Other securities	—	—	$59K	0.4%
Mutual of America Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$58K	0.4%
Mass Mutual MML Blue Chip Growth	Other securities	—	—	$57K	0.4%
s * Mass Mutual Guaranteed Principal Account	Guaranteed Income / GIC	—	—	$54K	0.4%
Mass Mutual MML U.S. Government Money Market	Cash / Money Market	—	—	$54K	0.4%
Mass Mutual Invesco Opp V.I. Main Street	Mutual Funds	—	—	$52K	0.4%
Mass Mutual MML Blend	Other securities	—	—	$50K	0.4%
Mass Mutual Invesco Opp V.I. Global	Mutual Funds	—	—	$49K	0.3%
Mutual of America Vanguard VIF International Portfolio	Mutual Funds	—	—	$48K	0.3%
Mutual of America Mutual of America Core Bond Fund	Other securities	—	—	$47K	0.3%
Mass Mutual MML Blend	Other securities	—	—	$43K	0.3%
Mass Mutual MML Managed Bond	Other securities	—	—	$43K	0.3%
Mass Mutual Invesco Opp V.I. Global	Mutual Funds	—	—	$37K	0.3%
Mass Mutual Invesco Opp V.I. Global Strategic Income	Mutual Funds	—	—	$36K	0.3%
Mutual of America Invesco V.I. Main Street Fund®	Mutual Funds	—	—	$33K	0.2%
Mutual of America Mutual of America 2065 Retirement Fund	Other securities	—	—	$32K	0.2%
Mass Mutual MML Moderate Allocation	Other securities	—	—	$32K	0.2%
Mass Mutual Invesco Opp V.I. Discovery Mid Cap Grwth	Mutual Funds	—	—	$31K	0.2%
s * Mutual of America Mutual of America Aggressive Allocation Fund	Pooled Separate Accounts	—	—	$30K	0.2%
Mutual of America Mutual of America Mid Cap Value Fund	Other securities	—	—	$29K	0.2%
Mass Mutual MML Small Cap Growth	Other securities	—	—	$29K	0.2%

1–50 of 85

1 / 2