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Original filing (PDF)20251014144229NAL0001562403001
NYSARC, INC.
Form 5500
FILING_RECEIVED
THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,148
Accounts w/ balance
11,498
Plan assets (EOY)
$452.3M
Net assets (EOY)
$452.3M
How this plan invests
This plan
1 pooled trust
Schedule D
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NYSARC, INC..
Plan sponsor
Name
NYSARC, INC.
EIN
13-5678837
Address
29 BRITISH AMERICAN BLVD · LATHAM, NY · 12110
Phone
(518) 439-8311
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | 51-0396365 | — | NONE | $649K | — |
| TIAA | 13-1624203 | — | NONE | $382 | — |
Investments
61 direct securities · 1 pooled fund· $428.9M(95% 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
$397.3M
59 holdings
Guaranteed Income / GIC
$30.0M
1 holding
Mutual Funds
$1.1M
1 holding
Pooled Separate Account
$471K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price RTMT 2030 FUND I | — | — | — | $55.5M | 12.3% | |
| T. Rowe Price RTMT 2035 FUND I | — | — | — | $54.0M | 11.9% | |
| T. Rowe Price RTMT 2025 FUND I | — | — | — | $48.8M | 10.8% | |
| T. Rowe Price RTMT 2040 FUND I | — | — | — | $33.3M | 7.4% | |
| T. Rowe Price RTMT 2045 FUND I | — | — | — | $33.1M | 7.3% | |
| s * Variable Annuity Life Insurance Fixed Interest Option | Guaranteed Income / GIC | — | — | $30.0M | 6.6% | |
| T. Rowe Price RTMT 2050 FUND I | — | — | — | $24.9M | 5.5% | |
| T. Rowe Price RTMT 2020 FUND I | — | — | — | $22.9M | 5.1% | |
| T. Rowe Price RTMT 2055 FUND I | — | — | — | $16.9M | 3.7% | |
| Fidelity 500 INDEX INSTL PREM | — | — | — | $16.0M | 3.5% | |
| T. Rowe Price RTMT 2060 FUND I | — | — | — | $15.2M | 3.4% | |
| T. Rowe Price RTMT 2015 FUND I | — | — | — | $10.0M | 2.2% | |
| Dodge & Cox INCOME X | — | — | — | $4.9M | 1.1% | |
| CREF Money Market R2 | — | — | — | $4.8M | 1.1% | |
| Metropolitan West TOT RET BD I ** 2 MFS GROWTH R6 | — | — | — | $4.6M | 1.0% | |
| Guaranteed Annuity Contract * TIAA Traditional Non-Benefit Responsive | — | — | — | $4.4M | 1.0% | |
| Fidelity EXT MKT IND INST PREM | — | — | — | $4.2M | 0.9% | |
| CREF Growth R2 | — | — | — | $4.2M | 0.9% | |
| Fidelity INTL IND INSTL PREM | — | — | — | $4.0M | 0.9% | |
| Variable Annuities * CREF Stock R2 | — | — | — | $3.9M | 0.9% | |
| Fidelity US BOND INDEX INSTL | — | — | — | $3.3M | 0.7% | |
| JP Morgan EQUITY INCOME R6 | — | — | — | $3.1M | 0.7% | |
| T. Rowe Price RTMT 2010 FUND I | — | — | — | $2.7M | 0.6% | |
| Allspring Funds SP MD CP VAL FUNDS R6 | — | — | — | $2.4M | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $2.3M | 0.5% | |
| CREF Equity Index R2 | — | — | — | $1.9M | 0.4% | |
| JP Morgan EMERG MKTS EQ R6 | — | — | — | $1.8M | 0.4% | |
| Invesco DIS MID CP GR F R6 | — | — | — | $1.7M | 0.4% | |
| Vanguard FED MONEY MARKET INV | — | — | — | $1.4M | 0.3% | |
| CREF Global Equities R2 | — | — | — | $1.3M | 0.3% | |
| Vanguard REAL ESTATE INDEX ADM | — | — | — | $1.2M | 0.3% | |
| Prudential HIGH-YIELD ZND SEL | — | — | — | $1.2M | 0.3% | |
| Alliance Bernstein SMALL CAP GROWTH Z | Mutual Funds | — | — | $1.1M | 0.2% | |
| American Century SM CAP VAL R6 | — | — | — | $870K | 0.2% | |
| T. Rowe Price RTMT 2005 FUND I | — | — | — | $866K | 0.2% | |
| Fidelity INFLATION PROT BD IDX | — | — | — | $786K | 0.2% | |
| Empower Life & Annuity Insurance Company of New York Guaranteed Interest Fund | — | — | — | $713K | 0.2% | |
| CREF Social Choice R2 | — | — | — | $681K | 0.2% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $555K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 003 | Pooled Separate Account | — | — | $471K | 0.1% | |
| CREF Core Bond R2 | — | — | — | $456K | 0.1% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $452K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $428K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 | — | — | — | $335K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $259K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $237K | <0.1% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $208K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 | — | — | — | $166K | <0.1% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $122K | <0.1% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $68K | <0.1% | |
| TIAA Access Core Equity T4 | — | — | — | $68K | <0.1% | |
| TIAA Access Lifecycle 2015 T4 | — | — | — | $57K | <0.1% | |
| TIAA Access Intl Equity T4 | — | — | — | $43K | <0.1% | |
| TIAA Access Sm-Cap Bl Idx T4 | — | — | — | $36K | <0.1% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $35K | <0.1% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $34K | <0.1% | |
| TIAA Access Core Bond Plus T4 | — | — | — | $29K | <0.1% | |
| TIAA Access Real Est Secs T4 | — | — | — | $28K | <0.1% | |
| TIAA Access Lifecycle 2010 T4 | — | — | — | $22K | <0.1% | |
| TIAA Access Quant Sml Cp Eq T4 | — | — | — | $12K | <0.1% | |
| TIAA Access Lfcyle Rtmt Inc T4 ** 67 * TIAA Access LgCp Res Eq T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Equity Index T4 | — | — | — | $2K | <0.1% |