Original filing (PDF)20251015111225NAL0004378545001

NEW YORK FILM ACADEMY, LTD.

Name: NEW YORK FILM ACADEMY, LTD. — NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING, Form 5500 (2024)
Creator: NEW YORK FILM ACADEMY, LTD.

Form 5500

FILING_RECEIVED

NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING

401(k) retirement plan

Signals · 2

Possibly inadequate fidelity bondCorrective distributions issued

Active participants

1,084

Accounts w/ balance

455

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade D

Below-average — multiple flags

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK FILM ACADEMY, LTD..

Plan sponsor

Name

NEW YORK FILM ACADEMY, LTD.

EIN

13-3723331

Address

17 BATTERY PL FL 5 · NEW YORK, NY · 10004

Phone

(818) 333-3558

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$91K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	33-0905143	—	SERVICE PROVIDER	$0	—

Investments

29 direct securities · 1 pooled fund· $29.2M(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.

Pooled Separate Account

$15.3M

1 holding

Other securities

$12.6M

19 holdings

Common Collective Trusts

$638K

5 holdings

Stable Value

$488K

1 holding

Bonds / Notes

$127K

2 holdings

Common Stock

$85K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$15.3M	96.5%
Vangrd Trgt Retire 2035 Fd Mutual fund	Other securities	—	—	$2.1M	13.0%
Vangrd Trgt Retire 2045 Fd Mutual fund	Other securities	—	—	$2.0M	12.5%
iShares S&P 500 Index Fund K Mutual fund	Other securities	—	—	$1.8M	11.1%
Vangrd Trgt Retire 2030 Fd Mutual fund	Other securities	—	—	$1.6M	10.0%
Vangrd Trgt Retire 2050 Fd Mutual fund	Other securities	—	—	$1.5M	9.5%
Vangrd Trgt Retire 2055 Fd Mutual fund	Other securities	—	—	$1.1M	6.9%
iShares US Agg Bond In Fd K Registered Investment Company	Other securities	—	—	$571K	3.6%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$488K	3.1%
Vangrd Trgt Retire 2025 Fd Mutual fund	Other securities	—	—	$392K	2.5%
iShares MSCI EAFE Intl Index Fund K Mutual fund	Other securities	—	—	$385K	2.4%
Large Cap Growth Fund III I1 Common Collective Trust	Common Collective Trusts	—	—	$329K	2.1%
Vanguard Small-Cap Index Fund Adm Mutual fund	Other securities	—	—	$225K	1.4%
Vangrd Trgt Retire 2020 Fd Mutual fund	Other securities	—	—	$214K	1.4%
Vanguard Mid-Cap Index Fund Adm Mutual fund	Other securities	—	—	$198K	1.3%
DFA Inflat-Prot Securities Port Inst Mutual fund	Other securities	—	—	$183K	1.2%
Vangrd Trgt Retire 2060 Fd Mutual fund	Other securities	—	—	$175K	1.1%
Large Cap Value Fund I1 Common Collective Trust	Common Collective Trusts	—	—	$132K	0.8%
Small Cap Growth Fund II I1 Common Collective Trust	Common Collective Trusts	—	—	$106K	0.7%
Voya Intermediate Bond Fund R6 Mutual fund	Other securities	—	—	$95K	0.6%
Vangrd Trgt Retire Inc Fd Mutual fund	Common Stock	—	—	$85K	0.5%
International Stock Fund I1 Common Collective Trust	Common Collective Trusts	—	—	$70K	0.4%
Fidelity Adv SmCp Value Fd Z Mutual fund	Other securities	—	—	$67K	0.4%
LOAN FUND Participant Loans - Rates 4.25% to 9.50%	Bonds / Notes	—	—	$63K	0.4%
Notes receivable from participants Bearing interest at 4.25% - 9.50%	Bonds / Notes	—	—	$63K	0.4%
American Funds Cap Wld Bd R6 Mutual fund	Other securities	—	—	$61K	0.4%
Vangrd Trgt Retire 2070 Fd Mutual fund	Other securities	—	—	$19K	0.1%
Vangrd Trgt Retire 2065 Fd Mutual fund	Other securities	—	—	$5K	<0.1%
International Equity Fund I1 Common Collective Trust	Common Collective Trusts	—	—	$2K	<0.1%
Voya Gov Money Mkt Fnd A (Hold Acct) Mutual fund	Cash / Money Market	—	—	$2K	<0.1%