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Original filing (PDF)20251014094147NAL0001188499001
TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC.
Form 5500
FILING_RECEIVED
TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
178
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC..
Plan sponsor
Name
TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC.
EIN
13-3627527
Address
1560 BROADWAY · SUITE 1001 · NEW YORK, NY · 100361537
Phone
(212) 768-1560
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC.
EIN
13-3627527
City
NEW YORK, NY
Phone
(212) 768-1560
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GALLEROS ROBINSON CPAS, LLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
Investments
28 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Times Square Dist GIBC + | — | — | — | $1.9M | 15.3% | |
| Fidelity Investments FIDELITY 500 INDEX FUND + | — | — | — | $1.5M | 12.1% | |
| Insurance Companies (General Account) ** Principal Life Insurance Company Principal Guaranteed Option + | — | — | — | $1.3M | 10.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2025 INS PRE + | — | — | — | $1.0M | 8.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2060 INS PRE + | — | — | — | $889K | 7.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2035 INS PRE + | — | — | — | $654K | 5.4% | |
| Fidelity Investments FIDELITY FRDM IDX 2030 INS PRE + | — | — | — | $645K | 5.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2045 INS PRE + | — | — | — | $589K | 4.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2040 INS PRE + | — | — | — | $569K | 4.7% | |
| Fidelity Investments FIDELITY EXTENDED MKT IDX FD + | — | — | — | $465K | 3.8% | |
| Participant Loan Notes Interest rates ranging from 4.25% to 9.50% | — | — | — | $404K | 3.3% | |
| Fidelity Investments FIDELITY FRDM IDX INC INS PREM + | — | — | — | $320K | 2.6% | |
| Fidelity Investments FIDELITY TOTAL INT IDX FUND + | — | — | — | $288K | 2.4% | |
| PGIM Investments PGIM TOTAL RET BOND R6 FD + | — | — | — | $271K | 2.2% | |
| Legg Mason CLEARBRIDGE SM CP GR IS FUND + | — | — | — | $237K | 1.9% | |
| BlackRock ISHARES DEV RE INDEX K FD + | — | — | — | $221K | 1.8% | |
| Fidelity Investments FIDELITY FRDM IDX 2055 INS PRE + | — | — | — | $221K | 1.8% | |
| PIMCO Funds PIMCO INCOME INSTITUTIONAL FD + | — | — | — | $167K | 1.4% | |
| American Century Investments AVANTIS US SM CAP VAL INST FD + | — | — | — | $161K | 1.3% | |
| Fidelity Investments FIDELITY FRDM IDX 2050 INS PRE + | — | — | — | $86K | 0.7% | |
| Fidelity Investments FIDELITY US BOND INDEX FUND + | — | — | — | $85K | 0.7% | |
| (E) | — | — | — | $85K | 0.7% | |
| JP Morgan Funds JP MORGAN LARGE CAP GR R6 FD + | — | — | — | $81K | 0.7% | |
| MFS Investment Management MFS VALUE R6 FUND + | — | — | — | $81K | 0.7% | |
| Registered Investments Companies The American Funds AM FDS EUROPACIFIC GRTH R6 FD + | — | — | — | $42K | 0.3% | |
| BlackRock HY PORTFOLIO K FUND + | — | — | — | $22K | 0.2% | |
| (E) | — | — | $86K | $7K | <0.1% | |
| Fidelity Investments FIDELITY FRDM IDX 2065 INS PRE + | — | — | — | $7K | <0.1% |
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