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Original filing (PDF)20250502131829NAL0002843219001
THE LEFFELL SCHOOL
Form 5500
FILING_RECEIVED
THE LEFFELL SCHOOL RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
396
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
1 pooled trust
Schedule D
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LEFFELL SCHOOL.
Plan sponsor
Name
THE LEFFELL SCHOOL
EIN
13-6209307
Address
555 W. HARTSDALE AVENUE · HARTSDALE, NY · 10530
Phone
(914) 948-8333
Industry
Educational 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
2025-05-02
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | — | $23K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | NEW YORK, NY | — | $16K | — |
| PKF O'CONNOR DAVIES, LLC | 27-1728945 | HARRISON, NY | — | $15K | — |
Investments
66 direct securities · 1 pooled fund· $47.7M(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
$46.8M
66 holdings
Pooled Separate Account
$878K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES * CREF Stock R1 | — | — | $8K | $6.8M | 15.7% | |
| INSURANCE COMPANY GENERAL CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity - Benefit Responsive | — | — | — | $4.7M | 11.0% | |
| TIAA - CREF TIAA Traditional Benefit Respo | — | — | — | $4.7M | 10.9% | |
| TIAA - CREF TIAA Traditional Non Benefit R | — | — | — | $3.7M | 8.7% | |
| CREF Growth R1 | — | — | $6K | $3.3M | 7.7% | |
| CREF Global Equities R1 | — | — | $7K | $2.3M | 5.3% | |
| Nuveen LifeCycle Ix 2025 R6 | — | — | $74K | $1.6M | 3.7% | |
| Nuveen LifeCycle Ix 2035 R6 | — | — | $57K | $1.5M | 3.5% | |
| Nuveen LifeCycle Ix 2040 R6 | — | — | $48K | $1.4M | 3.3% | |
| Nuveen LifeCycle Ix 2050 R6 | — | — | $40K | $1.3M | 3.0% | |
| CREF Equity Index R1 | — | — | $2K | $1.2M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $2K | $878K | 2.0% | |
| Nuveen LifeCycle Ix 2030 R6 | — | — | $34K | $816K | 1.9% | |
| Nuveen LifeCycle Ix 2020 R6 | — | — | $42K | $782K | 1.8% | |
| TIAA Access Nuveen LifeCycle 2040 T3 | — | — | $10K | $752K | 1.8% | |
| TIAA Access Nuveen LifeCycle 2045 T3 | — | — | $10K | $737K | 1.7% | |
| CREF Core Bond R1 | — | — | $5K | $720K | 1.7% | |
| Nuveen LifeCycle Ix 2045 R6 | — | — | $23K | $713K | 1.7% | |
| Nuveen LifeCycle Ix 2055 R6 | — | — | $26K | $662K | 1.5% | |
| TIAA Stable Value | — | — | — | $635K | 1.5% | |
| TIAA Access Nuveen LifeCycle 2025 T3 | — | — | $9K | $595K | 1.4% | |
| TIAA Access Nuveen LifeCycle 2020 T3 | — | — | $9K | $545K | 1.3% | |
| TIAA Access Nuveen LifeCycle 2035 T3 | — | — | $8K | $542K | 1.3% | |
| Vanguard 500 Idx Adm 962 | — | — | — | $522K | 1.2% | |
| CREF Social Choice R1 | — | — | $1K | $491K | 1.1% | |
| TIAA Access Nuveen LifeCycle 2050 T3 | — | — | $6K | $473K | 1.1% | |
| CREF Inflation-Linked Bond R1 | — | — | $5K | $415K | 1.0% | |
| TIAA Access Nuveen Intl Equity T3 | — | — | $10K | $411K | 1.0% | |
| Vanguard Intr-Trm Bnd Idx Adm | — | — | $40K | $404K | 0.9% | |
| Nuveen LifeCycle Ix 2060 R6 | — | — | $18K | $362K | 0.8% | |
| TIAA Access Nuveen Large Cap Val T3 | — | — | $4K | $313K | 0.7% | |
| Nuveen LifeCycle Ix 2015 R6 | — | — | $17K | $296K | 0.7% | |
| TIAA Access Nuveen LifeCycle 2030 T3 | — | — | $4K | $292K | 0.7% | |
| CREF Money Market R1 | — | — | $8K | $229K | 0.5% | |
| American Fd New Perspective R6 | — | — | $3K | $207K | 0.5% | |
| TIAA Access Nuveen Qt Small Cap Eq T3 | — | — | $2K | $189K | 0.4% | |
| Vanguard Small-Cap Idx Adm | — | — | $2K | $188K | 0.4% | |
| TIAA Access Nuveen Large Cap Growth T3 898 | — | — | — | $169K | 0.4% | |
| TIAA Access Nuveen Mid Cap Val T3 | — | — | $2K | $137K | 0.3% | |
| Nuveen Large Cap Growth Idx R6 | — | — | $2K | $130K | 0.3% | |
| TIAA Access Nuveen LargeCap Res Eq T3 | — | — | $1K | $128K | 0.3% | |
| TIAA Access Nuveen RlEstSecSel T3 | — | — | $2K | $125K | 0.3% | |
| Nationwide International Idx Inst | — | — | $13K | $114K | 0.3% | |
| Vanguard Emerging Markets Stk Idx Adm | — | — | $3K | $108K | 0.3% | |
| TIAA Access Nuveen Equity Idx T3 821 | — | — | — | $105K | 0.2% | |
| Vanguard Mid-Cap Growth Idx Adm 921 | — | — | — | $101K | 0.2% | |
| Vanguard High-Yield Corp Adm | — | — | $18K | $95K | 0.2% | |
| 9.50% with maturities through 2029 | — | — | — | $92K | 0.2% | |
| TIAA - CREF TIAA Access Nuv Sm Cp Bl Ix T3 | — | — | — | $82K | 0.2% | |
| TIAA - CREF Participant Loan Fund | — | — | — | $81K | 0.2% | |
| Vanguard Small-Cap Val Idx Adm 879 | — | — | — | $75K | 0.2% | |
| TIAA Access Nuveen LifeCycle 2015 T3 | — | — | $1K | $65K | 0.2% | |
| Nuveen Large Cap Val Idx R6 | — | — | $2K | $63K | 0.1% | |
| Vanguard Mid-Cap Value Idx Adm 750 | — | — | — | $63K | 0.1% | |
| BlackRock Infl Protected Bd K | — | — | $7K | $61K | 0.1% | |
| American EuroPac Growth R6 954 | — | — | — | $51K | 0.1% | |
| TIAA - CREF Plan Loan Default Fund | — | — | — | $50K | 0.1% | |
| Nuveen LfCycle Ix 2065 R6 | — | — | $3K | $47K | 0.1% | |
| Vanguard Real Estate Idx Adm 299 | — | — | — | $38K | <0.1% | |
| TIAA Access Nuveen Core Pl Bd T3 882 | — | — | — | $38K | <0.1% | |
| Nuveen LifeCycle Ix 2010 R6 | — | — | $2K | $36K | <0.1% | |
| TIAA Access Nuveen Core Equity T3 218 | — | — | — | $34K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm 203 | — | — | — | $20K | <0.1% | |
| Vanguard Mid-Cap Idx Adm 29 | — | — | — | $10K | <0.1% | |
| PGIM Global Total Return R6 | — | — | $2K | $10K | <0.1% | |
| Pioneer Strategic Income Cl K 809 | — | — | — | $8K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth T3 50 | — | — | — | $5K | <0.1% |
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