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Original filing (PDF)20250227093408NAL0002140401001
NARDIN ACADEMY
Form 5500
FILING_RECEIVED
NARDIN ACADEMY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 21.4 mo99% in single holding
Active participants
149
Accounts w/ balance
105
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 21.4 months past the 10.5-month grace window.
- Top holding "[DFE: SEPARATE ACCOUNT II (no filing on disk)]" is 99% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NARDIN ACADEMY.
Plan sponsor
Name
NARDIN ACADEMY
EIN
16-0838979
Address
135 CLEVELAND AVENUE · BUFFALO, NY · 14222
Phone
(716) 881-6262
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-07-01
Tax period
2022-06-30
Filed
2025-02-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUMSDEN MCCORMICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER/BOOKKEEPER | $408 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $69 | — |
Investments
2 pooled funds· $4.5M(38% of reported assets)
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II TALCOTT RESOLUTION LIFE INSURANCE CO · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $4.5M | 37.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $66K | 0.6% |
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