Original filing (PDF)20250724090519NAL0004432481001

New York State Public Employees Federation,AFL-CIO

Name: New York State Public Employees Federation,AFL-CIO — Form 5500 Plan 001 (2024)
Creator: New York State Public Employees Federation,AFL-CIO
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

New York State Public Employees Federation, AFL-CIO-Union Plan

401(k) retirement plan · New York State Public Employees Federation,AFL-CIO's New York State Public Employees Federation, AFL-CIO-Union Plan held $11.7M in plan assets for 123 participants in 2024, with Fidelity as recordkeeper.

Active participants

123

Accounts w/ balance

129

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO.

Plan sponsor

Name

NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO

EIN

13-2808635all filings

Address

P.O. BOX 12414 · ALBANY, NY · 122122414

Phone

(800) 342-4306

Industry

Other Services (ex. Public Admin)

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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$850	—

Investments

34 direct securities· $11.5M(98% of reported assets)

Mutual Funds

$10.2M

28 holdings

Other securities

$1.2M

4 holdings

Common Collective Trusts

$143K

2 holdings

					% of plan
FID Growth Company K Mutual Fund	Mutual Funds	—	—	$1.2M	10.1%
FID Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$1.2M	9.9%
FID Contrafund K Mutual Fund	Mutual Funds	—	—	$968K	8.3%
TRP Mid Cap Growth Mutual Fund	Other securities	—	—	$722K	6.2%
FID OTC K Mutual Fund	Mutual Funds	—	—	$662K	5.7%
FID Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$614K	5.2%
FID Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$593K	5.1%
FID Blue Chip Gr K Mutual Fund	Mutual Funds	—	—	$506K	4.3%
FID Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$470K	4.0%
Calvert Balance A Mutual Fund 797 Dodge & Cox Stock I Mutual Fund	Mutual Funds	—	—	$378K	3.2%
FID Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$374K	3.2%
Participant MUTUAL FUNDS Directed Buffalo Intl Inv Mutual Fund	Other securities	—	—	$368K	3.1%
Fidelity Govt Income Mutual Fund	Mutual Funds	—	—	$359K	3.1%
FID Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$344K	2.9%
FID Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$337K	2.9%
FID Freedom 2015 K Mutual Fund	Mutual Funds	—	—	$309K	2.6%
FID Low Priced Stk K Mutual Fund	Mutual Funds	—	—	$294K	2.5%
Party-in- Identity of issuer, borrower, maturity date, rate of interest, collateral, Current Interest lessor, or similar party par of maturity value Cost Value MONEY MARKET FUND * Fidelity Government Money Market Money Market Fund Omitted -	Mutual Funds	—	—	$270K	2.3%
FID Sm Cap Discovery Mutual Fund	Mutual Funds	—	—	$267K	2.3%
FID Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$241K	2.1%
FID Puritan K Mutual Fund	Mutual Funds	—	—	$180K	1.5%
FID Real Estate Invs Mutual Fund	Mutual Funds	—	—	$160K	1.4%
FID Capital & Income Mutual Fund	Mutual Funds	—	—	$117K	1.0%
FID Small Cap Value Mutual Fund	Mutual Funds	—	—	$116K	1.0%
JPM Emrg Mkts EQ R6 Mutual Fund	Other securities	—	—	$108K	0.9%
FID Freedom 2010 K Mutual Fund	Mutual Funds	—	—	$103K	0.9%
FID 500 Index Mutual Fund	Common Collective Trusts	—	—	$83K	0.7%
FID Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$81K	0.7%
FID Total Mkt Idx Mutual Fund	Common Collective Trusts	—	—	$60K	0.5%
FID Freedom 2065 K Mutual Fund	Mutual Funds	—	—	$39K	0.3%
FID Freedom Inc K Mutual Fund	Mutual Funds	—	—	$35K	0.3%
FID Mid Cap Stock Mutual Fund	Mutual Funds	—	—	$22K	0.2%
FID Intl Index Mutual Fund	Mutual Funds	—	—	$15K	0.1%
TRP Div Growth Mutual Fund	Other securities	—	—	$1K	<0.1%