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Original filing (PDF)20250923150359NAL0006502497001
NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC.
Form 5500
FILING_RECEIVED
NEW YORK CITY CRIMINAL JUSTICE AGENCY PENSION PLAN
Defined-contribution retirement plan
Signals · 1
30% in single holding
Active participants
145
Accounts w/ balance
207
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fully Benefit-Responsive Investment Contracts * Empower Retirement, Inc. Sagic Diversified Bond N/R" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC..
Plan sponsor
Name
NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC.
EIN
13-2900682
Address
299 BROADWAY 4TH FL · NEW YORK, NY · 10007
Phone
(757) 636-7851
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $26K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
Investments
33 direct securities· $12.5M(100% of reported assets)
Uncategorized
$10.3M
32 holdings
Mutual Funds
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully Benefit-Responsive Investment Contracts * Empower Retirement, Inc. Sagic Diversified Bond N/R | — | — | — | $3.8M | 30.3% | |
| JPMorgan Chase & Co JPMorgan Large Cap Growth Fund N/R | Mutual Funds | — | — | $2.2M | 17.5% | |
| Vanguard 500 Index Fund N/R | — | — | — | $1.1M | 8.9% | |
| Vanguard Growth & Income Fund N/R | — | — | — | $638K | 5.1% | |
| Capital Group American Funds Balanced Fund N/R | — | — | — | $456K | 3.7% | |
| Capital Group American Funds 2040 Target Date N/R | — | — | — | $422K | 3.4% | |
| Retirement Fund Fidelity Investments Fidelity Advisor International Growth N/R | — | — | — | $364K | 2.9% | |
| Fund Capital Group American Funds 2020 Target Date N/R | — | — | — | $347K | 2.8% | |
| Retirement Fund Capital Group American Funds 2035 Target Date N/R | — | — | — | $307K | 2.5% | |
| Retirement Fund Capital Group American Funds New Perspective Fund N/R | — | — | — | $301K | 2.4% | |
| Capital Group American Funds 2045 Target Date N/R | — | — | — | $290K | 2.3% | |
| Retirement Fund Capital Group American Funds 2050 Target Date N/R | — | — | — | $257K | 2.1% | |
| Retirement Fund Capital Group American Funds 2030 Target Date N/R | — | — | — | $227K | 1.8% | |
| Retirement Fund Capital Group American Funds 2055 Target Date N/R | — | — | — | $221K | 1.8% | |
| Retirement Fund Capital Group American Funds 2060 Target Date N/R | — | — | — | $202K | 1.6% | |
| Retirement Fund JPMorgan Chase & Co JP Morgan Equity Income Fund N/R | — | — | — | $198K | 1.6% | |
| MFS Mid Cap Growth Fund N/R | — | — | — | $166K | 1.3% | |
| Capital Group American Funds US Government N/R | — | — | — | $165K | 1.3% | |
| Securities Fund Vanguard Small Cap Index Fund N/R | — | — | — | $145K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $124K | 1.0% | |
| Capital Group American Funds 2015 Target Date N/R | — | — | — | $115K | 0.9% | |
| Retirement Fund Capital Group American Funds 2025 Target Date N/R | — | — | — | $82K | 0.7% | |
| Retirement Fund JPMorgan Chase & Co JP Morgan Small Cap Growth Fund N/R | — | — | — | $62K | 0.5% | |
| Calvert US Large Cap Core Responsible N/R | — | — | — | $61K | 0.5% | |
| Index Fund Allspring Global Investments Allspring Special Mid Cap Value Fund N/R | — | — | — | $57K | 0.5% | |
| Vanguard Total Bond Market Index Fund N/R | — | — | — | $50K | 0.4% | |
| PGIM Total Return Bond Fund N/R | — | — | — | $33K | 0.3% | |
| BlackRock Advantage Small Cap Core N/R | — | — | — | $32K | 0.3% | |
| Fund Allspring Global Investments Allspring Special Small Cap Value Fund N/R | — | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity International Fund N/R | — | — | — | $26K | 0.2% | |
| Capital Group American Funds 2065 Target Date N/R | — | — | — | $9K | <0.1% | |
| Retirement Fund Columbia Threadneedle Columbia Overseas Value Fund N/R | — | — | — | $5K | <0.1% | |
| Investments US MFS International Growth Fund N/R | — | — | — | $4K | <0.1% |