How big is School for Adaptive and Integr's plan?

School for Adaptive and Integr's plan reported $1.4M in assets and 273 participants for 2022.

Original filing (PDF)20240412174755NAL0004714722001

School for Adaptive and Integr

Name: School for Adaptive and Integr — 401(k) Profit, Form 5500 (2022)
Creator: School for Adaptive and Integr
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Profit Sharing Plan for Employees of School for Adaptive and Integrative Learning (SAIL) at Ferncliff Manor, Inc.

Defined-contribution retirement plan · School for Adaptive and Integr's 401(k) Profit Sharing Plan for Employees of School for Adaptive and Integrative Learning (SAIL) at Ferncliff Manor, Inc. held $1.4M in plan assets for 273 participants in 2022.

Signals · 3

No auditor on file26% in single holdingNo recordkeeper disclosed

Active participants

273

Accounts w/ balance

250

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kristen Yurczak signed School for Adaptive and Integr's 2022 Form 5500 as plan administrator.

Kristen Yurczak — 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

School for Adaptive and Integr's EIN is 13-3007480.

EIN 13-3007480

Plan number 002

Plan year 2022

ACK ID 20240412174755NAL0004714722001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for School for Adaptive and Integr from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

School for Adaptive and Integr's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHOOL FOR ADAPTIVE AND INTEGR.

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How this plan invests

This plan

1 pooled trust

Schedule D

68 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

No independent qualified public accountant (IQPA) named.

Plan sponsor

Name

SCHOOL FOR ADAPTIVE AND INTEGR

EIN

all filings

Address

1154 SAW MILL RIVER RD · YONKERS, NY · 107103210

Phone

(914) 968-4854

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

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 CARRIER	$2K	—

Investments

68 direct securities · 1 pooled fund· $2.7M(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.

Pooled Separate Account

$1.3M

1 holding

Other securities

$456K

41 holdings

Mutual Funds

$406K

15 holdings

Stable Value

$357K

1 holding

Common Collective Trusts

$121K

8 holdings

Cash / Money Market

$8K

2 holdings

U.S. Treasuries

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.

Invesco$367K Fidelity$114K Vanguard$100K T. Rowe Price$55K American Century$40K PIMCO$12K American Funds (Capital Group)$10K Dodge & Cox$10K Goldman Sachs$6K

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					% of plan
SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$1.3M	93.7%
Collective Trust Fund Invesco Stable Value Trust - Class A1	Stable Value	—	—	$357K	24.8%
s * Mutual of America Equity Index Fund	Mutual Funds	—	—	$162K	11.3%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$80K	5.6%
Fidelity Advisor New Insights Z	Mutual Funds	—	—	$65K	4.5%
T. Rowe Price Blue Chip Growth Fund I Class	Other securities	—	—	$51K	3.5%
DWS Capital Growth Fund - Class R6	Other securities	—	—	$49K	3.4%
Mutual of America All America Fund	Other securities	—	—	$42K	2.9%
American Century Heritage Fund R6 Class	Other securities	—	—	$40K	2.8%
Vanguard Windsor II Fund Admiral Shares	Mutual Funds	—	—	$36K	2.5%
Vanguard International Growth Fund Admiral Shares	Mutual Funds	—	—	$34K	2.3%
Mutual of America Small Cap Value Fund	Other securities	—	—	$30K	2.1%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$29K	2.0%
Fidelity Advisor Mid Cap II Z	Mutual Funds	—	—	$25K	1.7%
Fidelity Advisor Equity Income Z	Mutual Funds	—	—	$24K	1.7%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$19K	1.3%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$19K	1.3%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$18K	1.2%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$17K	1.2%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$16K	1.1%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$15K	1.0%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$12K	0.8%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$12K	0.8%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$11K	0.8%
Mutual of America Retirement Income Fund	Other securities	—	—	$11K	0.7%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$10K	0.7%
Invesco Main Street Fund Class R6	Mutual Funds	—	—	$10K	0.7%
Dodge & Cox Stock Fund Class I	Mutual Funds	—	—	$10K	0.7%
Vanguard Treasury Money Market Fund Investor	Mutual Funds	—	—	$10K	0.7%
Mutual of America Bond Fund	Other securities	—	—	$10K	0.7%
Delaware Small Cap Value Fund Class R6	Other securities	—	—	$10K	0.7%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$9K	0.6%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$8K	0.5%
from 2023 to 2032)	Other securities	—	—	$7K	0.5%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$7K	0.5%
Vanguard Total Bond Market Index Fund Admiral	Common Collective Trusts	—	—	$7K	0.5%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$7K	0.5%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$6K	0.4%
Mutual of America Mid-Term Bond Fund	Other securities	—	—	$6K	0.4%
s (Continued) American Funds New World Fund Class R-6	Mutual Funds	—	—	$6K	0.4%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$5K	0.4%
Mutual of America Composite Fund	Other securities	—	—	$5K	0.3%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$5K	0.3%
T. Rowe Price Spectrum Conservative Allocation Fund I Class	Other securities	—	—	$4K	0.3%
Goldman Sachs Small Cap Equity Insights Fund Class R6	Other securities	—	—	$4K	0.3%
American Funds Washington Mutual Investors Fund R6	Mutual Funds	—	—	$4K	0.2%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$3K	0.2%
BlackRock Mid-Cap Growth Equity Portfolio Class K	Other securities	—	—	$3K	0.2%
Mutual of America International Fund	Other securities	—	—	$3K	0.2%
Calvert Balanced Fund Class R6	Other securities	—	—	$3K	0.2%

1–50 of 69

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403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

$62.8M · 2,487 participants