Original filing (PDF)20241015165715NAL0029182865001

NEW YORK MILITARY ACADEMY

Name: NEW YORK MILITARY ACADEMY — NEW YORK MILITARY ACADEMY 403(B) TDA PLAN, Form 5500 (2023)
Creator: NEW YORK MILITARY ACADEMY

Form 5500-SF

FILING_RECEIVED

NEW YORK MILITARY ACADEMY 403(B) TDA PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK MILITARY ACADEMY.

Plan sponsor

Name

NEW YORK MILITARY ACADEMY

EIN

14-0921372

Address

78 ACADEMY AVENUE · CORNWALL-ON-HUDSON, NY · 12520

Phone

(914) 826-7668

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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