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Original filing (PDF)20250902141201NAL0008811059001
BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
NYSA-ILA SCHOLARSHIP FUND AND PLAN
Health & welfare plan
Signals · 2
~435 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,164
Accounts w/ balance
—
Plan assets (EOY)
$352K
Net assets (EOY)
$349K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 435 bps in Schedule C fees — 175% above peer band of 158 bps.
- 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 BOARD OF TRUSTEES.
Plan sponsor
Name
BOARD OF TRUSTEES
EIN
13-6796362
Address
10 EXCHANGE PLACE SUITE 1400 · JERSEY CITY, NJ · 07302
Phone
(201) 479-3605
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
510
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Welfare benefit codes
4K · Scholarship (Funded)
Audit & trust (Schedule H)
Auditor
DESENA & CO. CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERNATIONAL SCHOLARSHIP & TUITION | 62-1247492 | NASHVILLE, TN | EVALUATION | $9K | — |
| OFFICIAL OFFSET CORP | — | AMITYVILLE, NY | PRINTER | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.