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Original filing (PDF)20260127104434NAL0002812579001
INTERNATIONAL PRESCHOOLS
Form 5500
FILING_RECEIVED
THE INTERNATIONAL PRESCHOOLS 403(B)DC PLAN
403(b) retirement plan
Signals · 2
Late filing · 2.4 mo31% in single holding
Active participants
17
Accounts w/ balance
92
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
90
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
- Top holding "TIAA Traditional Annuity Account * TIAA TIAA Traditional Non-Benefit-Responsive 6.00%–6.50%" is 31% of plan.
Helping the score
- Below-peer total fees (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERNATIONAL PRESCHOOLS.
Plan sponsor
Name
INTERNATIONAL PRESCHOOLS
EIN
13-1992640
Address
345 E 86TH STREET · NEW YORK, NY · 10028
Phone
(212) 371-8604
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
2026-01-27
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | RECORDKEEPER | $225 | — |
Investments
32 direct securities · 1 pooled fund· $5.2M(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
$5.0M
32 holdings
Pooled Separate Account
$204K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account * TIAA Traditional Non-Benefit-Responsive 6.00%–6.50% | — | — | — | $1.6M | 30.7% | |
| CREF Stock R1 | — | — | — | $1.2M | 23.8% | |
| CREF Global Equities R1 | — | — | — | $473K | 9.2% | |
| CREF Grow th R1 | — | — | — | $347K | 6.7% | |
| CREF Equity Index R1 | — | — | — | $317K | 6.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $204K | 4.0% | |
| CREF Social Choice R1 | — | — | — | $147K | 2.9% | |
| CREF Money Market R1 | — | — | — | $104K | 2.0% | |
| TIAA Access Nuv Core Pl Bd T4 188 * TIAA Access Nuv Equity Idx T4 3 * TIAA Access Nuv Intl Equity T4 | — | — | — | $90K | 1.7% | |
| Nuveen LfCycle Ix 2025 R6 | — | — | — | $77K | 1.5% | |
| Nuveen LfCycle Ix 2055 R6 | — | — | — | $72K | 1.4% | |
| Variable Annuity Accounts Alliance Bernstein AllianceBernstein Sm Cap Gr Z 198 American Funds American Grow th of America R6 941 Baird Aggregate Bond Inst 603 * CREF Core Bond R1 | — | — | — | $64K | 1.2% | |
| TIAA Access Nuv LifCyc 2015 T4 417 * TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $60K | 1.2% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $57K | 1.1% | |
| TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $50K | 1.0% | |
| TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $47K | 0.9% | |
| TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $45K | 0.9% | |
| TIAA Access Nuv Mid Cap Val T4 | — | — | — | $40K | 0.8% | |
| TIAA Access Nuv RlEstSecSel T4 | — | — | — | $28K | 0.5% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $28K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $28K | 0.5% | |
| Nuveen LfCycle Ix 2035 R6 | — | — | — | $27K | 0.5% | |
| Nuveen LfCycle Ix 2020 R6 | — | — | — | $8K | 0.1% | |
| Nuveen LfCycle Ix 2050 R6 | — | — | — | $6K | 0.1% | |
| TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $4K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $3K | <0.1% | |
| TIAA Traditional Annuity Account * TIAA Traditional Benefit Responsive 2 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv LifCyc 2055 T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Nuv LifCyc 2060 T4 | — | — | — | $2K | <0.1% | |
| MFS Intl Diversification Cl R6 242 Nuveen Internatl Eq Idx R6 | — | — | — | $1K | <0.1% | |
| Putnam Large Cap Value Fund R6 | — | — | — | $1K | <0.1% |