Original filing (PDF)20240619101507NAL0004998496001

NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER

Name: NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER — THE ARC OF ORANGE COUNTY 403(B) DC PLAN, Form 5500 (2022)
Creator: NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER

Form 5500

FILING_RECEIVED

THE ARC OF ORANGE COUNTY 403(B) DC PLAN

403(b) retirement plan

Signals · 1

Late filing · 11.6 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 11.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER.

Plan sponsor

Name

NYSARC, INC., SULLIVAN-ORANGE COUNTIES CHAPTER

EIN

14-6028767

Address

162 EAST BROADWAY · MONTICELLO, NY · 12701

Phone

(845) 796-1350

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-16

Filed

2024-06-19

Pension benefit codes

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

RBT CPAS,LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA- TEACHER'S INSURANCE & ANNUITY	13-1624203	NEW YORK, NY	RECORDKEEPER & CUSTODIAN	$75	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOCUSED WEALTH MANAGEMENT	27-2575734	HIGHLAND, NY	NONE	$18K	—

Investments

1 pooled fund· $0

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.