Back to filter
Original filing (PDF)20250731143106NAL0005400481001
PREP FOR PREP
Form 5500
FILING_RECEIVED
PREP FOR PREP 403 (B) DC PLAN
403(b) retirement plan
Active participants
82
Accounts w/ balance
208
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
71 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 PREP FOR PREP.
Plan sponsor
Name
PREP FOR PREP
EIN
13-2613383
Address
328 W 71ST STREET · NEW YORK, NY · 100233502
Phone
(212) 579-1390
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
MITCHELL AND TITUS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
39 direct securities · 1 pooled fund· $15.8M(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
$14.5M
37 holdings
Pooled Separate Accounts
$534K
1 holding
Pooled Separate Account
$534K
1 holding
Mutual Funds
$238K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| College Retirement Equities Fund variable annuities CREF Growth R1 | — | — | $608K | $2.2M | 14.7% | |
| College Retirement Equities Fund variable annuities CREF Stock R1 | — | — | $708K | $2.0M | 13.3% | |
| TIAA Traditional Non Benefit Responsive Insurance company annuity contract | — | — | — | $1.6M | 10.2% | |
| CREF Global Equities R1 Value of interest in registered investment companies | — | — | $501K | $1.3M | 8.5% | |
| TIAA Traditional Benefit Responsive Insurance company annuity contract | — | — | — | $1.2M | 7.9% | |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 | — | — | $309K | $987K | 6.5% | |
| CREF Social Choice R1 Value of interest in registered investment companies | — | — | $334K | $791K | 5.2% | |
| CREF Stock R4 Value of interest in registered investment companies | — | — | $567K | $589K | 3.9% | |
| * TIAA Real Estate Pooled separate account | Pooled Separate Accounts | — | — | $534K | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $397K | $534K | 3.5% | |
| Nuveen Lifecycle 2025 R6 Value of interest in registered investment companies | — | — | $552K | $524K | 3.4% | |
| Nuveen Lifecycle 2045 R6 Value of interest in registered investment companies | — | — | $448K | $502K | 3.3% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 | — | — | $365K | $415K | 2.7% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 | — | — | $285K | $315K | 2.1% | |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 | Mutual Funds | — | $193K | $238K | 1.6% | |
| College Retirement Equities Fund variable annuities Nuveen S&P 500 Index R6 | — | — | $178K | $208K | 1.4% | |
| College Retirement Equities Fund variable annuities American Funds New Economy R5 | — | — | $196K | $202K | 1.3% | |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm | — | — | $144K | $159K | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Intl Growth Adm | — | — | $166K | $158K | 1.0% | |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 | — | — | $133K | $149K | 1.0% | |
| College Retirement Equities Fund variable annuities Vanguard Value Index Adm | — | — | $118K | $126K | 0.8% | |
| American Funds New World R6 Value of interest in registered investment companies | — | — | $127K | $119K | 0.8% | |
| Vanguard Mid-Cap Idx Adm Value of interest in registered investment companies | — | — | $101K | $111K | 0.7% | |
| Money market fund * CREF Money Market R1 Money market fund | — | — | — | $106K | 0.7% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2050 T4 | — | — | $71K | $103K | 0.7% | |
| TIAA Traditional Non Benefit Responsive 2 Insurance company annuity contract | — | — | — | $103K | 0.7% | |
| CREF Inflation-Linked Bond R1 Value of interest in registered investment companies | — | — | $76K | $94K | 0.6% | |
| Lifecycle funds * TIAA Access Lifecycle 2025 T4 Value of interest in registered investment companies | — | — | $72K | $89K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2055 T4 | — | — | $62K | $89K | 0.6% | |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 | — | — | $34K | $47K | 0.3% | |
| TIAA Access Lifecycle 2060 T4 Value of interest in registered investment companies | — | — | $19K | $30K | 0.2% | |
| TIAA Access Lifecycle 2040 T4 Value of interest in registered investment companies | — | — | $16K | $29K | 0.2% | |
| Nuveen Core Impact Bond R6 Value of interest in registered investment companies | — | — | $26K | $26K | 0.2% | |
| Vanguard Infl Protect Sec Adm Value of interest in registered investment companies | — | — | $28K | $26K | 0.2% | |
| TIAA Stable Value Insurance company annuity contract | — | — | — | $18K | 0.1% | |
| TIAA Access Lifecycle 2035 T4 Value of interest in registered investment companies | — | — | $14K | $15K | <0.1% | |
| College Retirement Equities Fund variable annuities LOAN FUND | — | — | $12K | $12K | <0.1% | |
| dates through 2027 - | — | — | — | $12K | <0.1% | |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln | — | — | $10K | $10K | <0.1% | |
| Insurance Company General Annuity Contracts * Plan Loan Default Fund Insurance company annuity contract | — | — | $4K | $4K | <0.1% |
Related plans
Similar-size Educational Services plans
MT. PARAN CHRISTIAN SCHOOL, INC.
MOUNT PARAN CHRISTIAN SCHOOL 403(B) PLAN
$15.3M · 288 participants
MOUNT TAMALPAIS SCHOOL
MOUNT TAMALPAIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$15.2M · 56 participants
DIGITAL PROMISE
DIGITAL PROMISE 401(K) PLAN
$15.3M · 211 participants
THE GOW SCHOOL, INC.
THE GOW SCHOOL CONTRIBUTORY TAX SHELTERED ANNUITY PLAN
$15.3M · 61 participants
SPEECH & LANGUAGE DEVELOPMENT CENTER
SPEECH & LANGUAGE DEVELOPMENT CENTER 401(K) PROFIT SHARING PLAN
$15.2M · 192 participants
PROVIDENCE COUNTRY DAY SCHOOL
PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$15.3M · 146 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