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Original filing (PDF)20250304115505NAL0006936897001
LITTLE RED SCHOOL HOUSE
Form 5500
FILING_RECEIVED
LREI RETIREMENT AND SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
393
Plan assets (EOY)
$57.4M
Net assets (EOY)
$57.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITTLE RED SCHOOL HOUSE.
Plan sponsor
Name
LITTLE RED SCHOOL HOUSE
EIN
13-5562268
Address
40 CHARLTON STREET · NEW YORK, NY · 10014
Phone
(212) 477-5316
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-04
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA OF AMERICA | 13-1624203 | NEW YORK, NY | NONE | $29K | — |
| ONEDIGITAL INVESMENT ADVISORS | 82-1434504 | OVERLAND PARK, KS | NONE | $26K | — |
| LREI | 13-5562268 | NEW YORK, NY | NONE | $11K | — |
| RESOURCES INVESMENT ADVISORS INC. | 43-1451524 | OVERLAND PARK, KS | NONE | $9K | — |
Investments
1 pooled fund· $1.2M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.2M | 2.2% |