Original filing (PDF)20250113165359NAL0010795587002

NOTRE DAME DE LOURDES

Name: NOTRE DAME DE LOURDES — NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY, Form 5500 (2023)
Creator: NOTRE DAME DE LOURDES

Form 5500

FILING_RECEIVED

NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY

Defined-contribution retirement plan

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

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOTRE DAME DE LOURDES.

Plan sponsor

Name

NOTRE DAME DE LOURDES

EIN

16-0791040all filings

Address

1400 MAPLE AVE · ELMIRA, NY · 149040000

Phone

(607) 734-2267

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $44K

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.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$44K	100.0%

1–1 of 1

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