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Original filing (PDF)20250917061140NAL0000080451001
LOCAL INITIATIVES SUPPORT CORP.
Form 5500
FILING_RECEIVED
LOCAL INITIATIVES SUPPORT CORPORATION TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Active participants
551
Accounts w/ balance
806
Plan assets (EOY)
$80.7M
Net assets (EOY)
$80.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL INITIATIVES SUPPORT CORP..
Plan sponsor
Name
LOCAL INITIATIVES SUPPORT CORP.
EIN
13-3030229
Address
28 LIBERTY STREET · 34TH FLOOR · NEW YORK, NY · 10005
Phone
(212) 455-9800
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORDKEEPER | $353 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $72K | — |
Investments
32 direct securities · 1 pooled fund· $81.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$80.1M
30 holdings
Pooled Separate Account
$539K
1 holding
Mutual Funds
$377K
1 holding
Pooled Separate Accounts
$185K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth; K6 Fund | — | — | — | $10.9M | 13.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $7.7M | 9.6% | |
| Vanguard Institutional Index Fund Institutional Shares | — | — | — | $6.4M | 8.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.3M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.8M | 7.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $5.7M | 7.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $5.7M | 7.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $5.1M | 6.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $5.0M | 6.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.7M | 5.9% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $3.4M | 4.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.6M | 3.2% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | — | — | — | $2.5M | 3.1% | |
| American Funds American Funds EuroPacific Growth Fund; Class R-6 | — | — | — | $1.9M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.2M | 1.5% | |
| Vanguard Target Retirement Income | — | — | — | $1.0M | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $856K | 1.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $798K | 1.0% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $673K | 0.8% | |
| POOLED SEPARATE ACCOUNT 65 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $539K | 0.7% | |
| Guaranteed Interest Account * Equitable Financial Life Insurance Company Guaranteed Interest Account Fund | — | — | — | $517K | 0.6% | |
| Allspring Funds Allspring Special Mid Cap Value Fund; Class R6 | Mutual Funds | — | — | $377K | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $355K | 0.4% | |
| Participant Loans Interest rates ranging from 3.25% to 8.50% - | — | — | — | $308K | 0.4% | |
| s * Equitable Financial Life Insurance Company Multimanager Aggressive Equity Fund | Pooled Separate Accounts | — | — | $185K | 0.2% | |
| Equitable Financial Life Insurance Company Common Stock Index Fund | — | — | — | $170K | 0.2% | |
| Equitable Financial Life Insurance Company Moderate Allocation Fund | — | — | — | $153K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $153K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $90K | 0.1% | |
| Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $65K | <0.1% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund; Class R6 | — | — | — | $47K | <0.1% | |
| Equitable Financial Life Insurance Company Large-Cap Value Managed Vol Fund 769 * Equitable Financial Life Insurance Company International Equity Index Fund 845 * Equitable Financial Life Insurance Company Horizon Small-Cap Fund | — | — | — | $23K | <0.1% | |
| Equitable Financial Life Insurance Company Equity 500 Index Fund 72 * Equitable Financial Life Insurance Company Money Market Fund | — | — | — | $7K | <0.1% |