How big is Threefold Educational Foundation & School's plan?

Threefold Educational Foundation & School's plan reported $13.7M in assets and 94 participants for 2023.

Original filing (PDF)20250415141704NAL0001546995001

Threefold Educational Foundation & School

Name: Threefold Educational Foundation & School — Form 5500 Plan 022 (2023)
Creator: Threefold Educational Foundation & School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Threefold Educational Foundation and School Defined Contribution Retirement Plan

403(b) retirement plan · Threefold Educational Foundation & School's Threefold Educational Foundation and School Defined Contribution Retirement Plan held $13.7M in plan assets for 94 participants in 2023.

Active participants

Accounts w/ balance

177

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

Plan identifiers

Threefold Educational Foundation & School's EIN is 13-6196291.

EIN 13-6196291

Plan number 022

Plan year 2023

ACK ID 20250415141704NAL0001546995001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Threefold Educational Foundation & School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Threefold Educational Foundation & School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL

EIN

all filings

Address

260 HUNGRY HOLLOW ROAD · CHESTNUT RIDGE, NY · 109776304

Phone

(845) 352-5020

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

022

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

33 direct securities · 1 pooled fund· $13.6M(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.

Mutual Funds

$12.2M

30 holdings

Common Collective Trusts

$885K

2 holdings

Pooled Separate Account

$381K

1 holding

Other securities

$135K

1 holding

					% of plan
TIAA Traditional Annuity Non-benefit responsive contract	Mutual Funds	—	—	$2.7M	19.6%
CREF Stock R1 Mutual fund	Mutual Funds	—	—	$2.0M	14.3%
CREF Global Equities R1 Mutual fund	Mutual Funds	—	—	$1.3M	9.3%
CREF Growth R1 Mutual fund	Mutual Funds	—	—	$1.1M	8.3%
CREF Equity Index R1 Mutual fund	Common Collective Trusts	—	—	$853K	6.2%
CREF Money Market R1 Mutual fund	Mutual Funds	—	—	$839K	6.1%
CREF Social Choice R1 Mutual fund	Mutual Funds	—	—	$566K	4.1%
TIAA Access Nuv LifCyc 2020 T4 Mutual fund	Mutual Funds	—	—	$490K	3.6%
TIAA Traditional Annuity Benefit responsive contract	Mutual Funds	—	—	$456K	3.3%
TIAA Access Nuv LifCyc 2015 T4 Mutual fund ** 396 * CREF Core Bond R1 Mutual fund	Mutual Funds	—	—	$424K	3.1%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$381K	2.8%
TIAA Access Nuv LifCyc 2030 T4 Mutual fund	Mutual Funds	—	—	$343K	2.5%
TIAA Access Nuv Intl Equity T4 Mutual fund	Mutual Funds	—	—	$280K	2.1%
TIAA Access Nuv LifCyc 2050 T4 Mutual fund	Mutual Funds	—	—	$242K	1.8%
TIAA Access Nuv LifCyc 2040 T4 Mutual fund	Mutual Funds	—	—	$225K	1.6%
TIAA Access Nuv LgCp Res Eq T4 Mutual fund	Mutual Funds	—	—	$188K	1.4%
TIAA Access Nuv Lrg Cap Val T4 Mutual fund	Mutual Funds	—	—	$157K	1.2%
TIAA Access Nuv RIEstSecSel T4 Mutual fund	Mutual Funds	—	—	$141K	1.0%
TAA Access Nuv Sm Cp Bl lx T4 Mutual fund	Other securities	—	—	$135K	1.0%
CREF Inflation-Linked Bond R1 Mutual fund	Mutual Funds	—	—	$135K	1.0%
TIAA Access Nuv LifCyc 2045 T4 Mutual fund	Mutual Funds	—	—	$121K	0.9%
TIAA Access Nuv Mid Cap Val T4 Mutual fund	Mutual Funds	—	—	$113K	0.8%
TIAA Access Nuv LifCyc 2035 T4 Mutual fund	Mutual Funds	—	—	$99K	0.7%
TIAA Access Nuv LifCyc 2025 T4 Mutual fund	Mutual Funds	—	—	$84K	0.6%
TIAA Access Nuv Qt Sm Cp Eq T4 Mutual fund	Mutual Funds	—	—	$82K	0.6%
TIAA Access Nuv Core Equity T4 Mutual fund	Mutual Funds	—	—	$51K	0.4%
TIAA Access Nuv Lrg Cap Gr T4 Mutual fund	Mutual Funds	—	—	$43K	0.3%
TIAA Access Nuv Equity Idx T4 Mutual fund	Common Collective Trusts	—	—	$32K	0.2%
TIAA Access Nuv LifCyc 2055 T4 Mutual fund	Mutual Funds	—	—	$26K	0.2%
TIAA Access Nuv Mid Cap Grw T4 Mutual fund	Mutual Funds	—	—	$26K	0.2%
TIAA Access Nuv Core Pl Bd T4 Mutual fund	Mutual Funds	—	—	$15K	0.1%
TIAA Access Nuv LifCyc 2060 T4 Mutual fund	Mutual Funds	—	—	$13K	<0.1%
TIAA Access Nuv LfCy Rt Inc T4 Mutual fund	Mutual Funds	—	—	$6K	<0.1%
TIAA Access Nuv LifCyc 2010 T4 Mutual fund	Mutual Funds	—	—	$4K	<0.1%