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Original filing (PDF)20251002083740NAL0000150915001
NEW YORK STATE NURSES ASSOCIATION
Form 5500
FILING_RECEIVED
NEW YORK STATE NURSES ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
183
Accounts w/ balance
161
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK STATE NURSES ASSOCIATION.
Plan sponsor
Name
NEW YORK STATE NURSES ASSOCIATION
EIN
14-0923749
Address
131 WEST 33RD STREET · 4TH FLOOR · NEW YORK, NY · 10001
Phone
(518) 782-9400
Industry
Other Services (ex. Public Admin)see 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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
Investments
27 direct securities· $17.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom Income Fund Class A | — | — | — | $2.6M | 15.3% | |
| Fidelity Advisor Freedom 2060 Fund Class A | — | — | — | $2.1M | 12.6% | |
| Fidelity Advisor Freedom 2055 Fund Class A | — | — | — | $2.0M | 11.5% | |
| Fidelity Advisor Freedom 2050 Fund Class A | — | — | — | $1.1M | 6.7% | |
| Fidelity Advisor Freedom 2045 Fund Class A | — | — | — | $1.1M | 6.4% | |
| Fidelity Advisor Freedom 2065 Fund Class A | — | — | — | $1.0M | 6.0% | |
| Fidelity 500 Index Fund | — | — | — | $717K | 4.2% | |
| Fidelity Advisor Freedom 2025 Fund Class A | — | — | — | $654K | 3.8% | |
| Fidelity Government Money Market Fund - Daily Money Class | — | — | — | $625K | 3.7% | |
| Fidelity Advisor Freedom 2040 Fund Class A | — | — | — | $594K | 3.5% | |
| Calvert US Large Cap Core Responsible Index Fund Class A | — | — | — | $561K | 3.3% | |
| JPMorgan Small Cap Equity Fund Class A | — | — | — | $549K | 3.2% | |
| Fidelity Advisor Freedom 2010 Fund Class A | — | — | — | $487K | 2.9% | |
| Victory RS Value Fund Class A | — | — | — | $479K | 2.8% | |
| Participant notes receivable with various maturities throughNovember 2029, rate of interest is 4.25% on all outstandingloans, collateralized by participant vested accounts. | — | — | — | $395K | 2.3% | |
| Fidelity Advisor Freedom 2015 Fund Class A | — | — | — | $383K | 2.2% | |
| Fidelity Advisor Freedom 2020 Fund Class A | — | — | — | $374K | 2.2% | |
| Fidelity Advisor Freedom 2035 Fund Class A | — | — | — | $212K | 1.2% | |
| PIMCO High Yields Fund Class A | — | — | — | $192K | 1.1% | |
| Parametric Emerging Markets Fund Investor Class | — | — | — | $177K | 1.0% | |
| Fidelity Advisor Short-Term Bond A | — | — | — | $172K | 1.0% | |
| Thornburg International Equity Fund Class R3 | — | — | — | $162K | 0.9% | |
| Calvert International Equity Fund Class A | — | — | — | $134K | 0.8% | |
| Fidelity Advisor Freedom 2030 Fund Class A | — | — | — | $102K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $73K | 0.4% | |
| Fidelity Advisor Real Estate Fund Class A | — | — | — | $26K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $15K | <0.1% |
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