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Original filing (PDF)20251010110542NAL0008004177001
THE NEW YORK STRUCTURAL BIOLOGY CENTER
Form 5500
FILING_RECEIVED
NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
74
Accounts w/ balance
139
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
1 pooled trust
Schedule D
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW YORK STRUCTURAL BIOLOGY CENTER.
Plan sponsor
Name
THE NEW YORK STRUCTURAL BIOLOGY CENTER
EIN
13-4043587
Address
89 CONVENT AVE · NEW YORK, NY · 10027
Phone
(212) 939-0660
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | STAMFORD, CT | THIRD PARTY ADMIN | $1K | — |
Investments
53 direct securities · 1 pooled fund· $17.7M(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.
Uncategorized
$17.6M
53 holdings
Pooled Separate Account
$178K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.4M | 13.5% | |
| Cref Growth R1 Mutual Fund | — | — | — | $1.5M | 8.2% | |
| NON-BENEFIT RESPONSIVE FIXED ANNUITY CONTRACTS * Tiaa Traditional Non Benefit Responsive Annuity Contracts | — | — | — | $1.5M | 8.2% | |
| FULLY-BENEFIT RESPONSIVE FIXED ANNUITY CONTRACTS * Tiaa Traditional Benefit Responsive Annuity Contracts | — | — | — | $1.1M | 6.0% | |
| Empower General Account Annuity Contracts | — | — | — | $960K | 5.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $808K | 4.6% | |
| Cref Stock R1 Mutual Fund | — | — | — | $757K | 4.3% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $618K | 3.5% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $585K | 3.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $583K | 3.3% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $532K | 3.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $517K | 2.9% | |
| Cref Equity Index R1 Mutual Fund | — | — | — | $496K | 2.8% | |
| Cref Money Market R1 Mutual Fund | — | — | — | $491K | 2.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $451K | 2.5% | |
| Ab Large Cap Growth Z Mutual Fund | — | — | — | $367K | 2.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $363K | 2.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $330K | 1.9% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $329K | 1.9% | |
| Cref Social Choice R1 Mutual Fund | — | — | — | $300K | 1.7% | |
| Cref Global Equities R1 Mutual Fund | — | — | — | $295K | 1.7% | |
| Blackrock Inflation Protected Bond Instl Mutual Fund | — | — | — | $290K | 1.6% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $281K | 1.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $228K | 1.3% | |
| Putnam Large Cap Value R6 Mutual Fund | — | — | — | $205K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $178K | 1.0% | |
| Cref Inflation-Linked Bond R1 Mutual Fund | — | — | — | $150K | 0.8% | |
| Vanguard Lifestrategy Growth Inv Mutual Fund | — | — | — | $137K | 0.8% | |
| Nuveen Real Estate Securities Select R6 Mutual Fund | — | — | — | $117K | 0.7% | |
| Tiaa Access Nuv Lrg Cap Gr T4 Mutual Fund | — | — | — | $107K | 0.6% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $105K | 0.6% | |
| Cref Core Bond R1 Mutual Fund | — | — | — | $88K | 0.5% | |
| Tiaa Access Nuv Lrg Cap Val T4 Mutual Fund | — | — | — | $86K | 0.5% | |
| Tiaa Access Nuv Intl Equity T4 Mutual Fund | — | — | — | $79K | 0.4% | |
| Vanguard Lifestrategy Moderate Growth Mutual Fund | — | — | — | $77K | 0.4% | |
| Tiaa Access Nuv Qt Sm Cp Eq T4 Mutual Fund | — | — | — | $64K | 0.4% | |
| Tiaa Access Nuv Lifcyc 2030 T4 Mutual Fund | — | — | — | $60K | 0.3% | |
| maturing at various dates through 2028 | — | — | — | $52K | 0.3% | |
| Tiaa Access Nuv Rlestsecsel T4 Mutual Fund | — | — | — | $48K | 0.3% | |
| Tiaa Access Nuv Core Equity T4 Mutual Fund | — | — | — | $44K | 0.2% | |
| Tiaa Access Nuv Mid Cap Grw T4 Mutual Fund | — | — | — | $32K | 0.2% | |
| Tiaa Access Nuv Lifcyc 2040 T4 Mutual Fund | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $25K | 0.1% | |
| Blackrock High Yield Instl Mutual Fund | — | — | — | $17K | <0.1% | |
| Tiaa Access Nuv Lifcyc 2055 T4 Mutual Fund | — | — | — | $16K | <0.1% | |
| Tiaa Access Nuv Lifcyc 2025 T4 Mutual Fund | — | — | — | $15K | <0.1% | |
| Tiaa Access Nuv Sm Cp Bl Ix T4 Mutual Fund | — | — | — | $10K | <0.1% | |
| Tiaa Access Nuv Mid Cap Val T4 Mutual Fund | — | — | — | $9K | <0.1% | |
| Tiaa Access Nuv Lifcyc 2035 T4 Mutual Fund | — | — | — | $9K | <0.1% | |
| Tiaa Access Nuv Equity Idx T4 Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $7K | <0.1% | |
| Tiaa Access Nuv Core Bond T4 Mutual Fund | — | — | — | $6K | <0.1% | |
| Tiaa Access Nuv Infl Lnk Bd T4 Mutual Fund | — | — | — | $2K | <0.1% | |
| Tiaa Access Nuv Core Pl Bd T4 Mutual Fund | — | — | — | $2K | <0.1% |