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Original filing (PDF)20250415114354NAL0003284049001
LEAGUE FOR THE HANDICAPPED, INC.
Form 5500
FILING_RECEIVED
LEAGUE FOR THE HANDICAPPED, INC. SAFEHARBOR 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
154
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
19 collective trusts
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 (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 109% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEAGUE FOR THE HANDICAPPED, INC..
Plan sponsor
Name
LEAGUE FOR THE HANDICAPPED, INC.
EIN
16-0988866
Address
393 NORTH STREET · SPRINGVILLE, NY · 14141
Phone
(716) 592-9331
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
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)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
KP LYNCH CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $12K | — |
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPS PENSION SERVICES, INC. | 16-1062503 | — | THIRDPARTYADMIN | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS. CO. OF | — | GREENWOOD VILLAGE, CO | REORDKEEPER | $47K | — |
Investments
19 pooled funds· $6.4M(56% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2.1M | 18.5% |
| MASSMUTUAL SEL TRP RETIRE 2040 I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $704K | 6.1% |
| DODGE & COX STOCK DODGE & COX · EIN 90-0779283 / PN 000 | Pooled Separate Account | $553K | 4.8% |
| MASSMUTUAL SEL TRP RETIRE 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $543K | 4.7% |
| MASSMUTUAL EQUITY OPPORTS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $458K | 4.0% |
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $362K | 3.2% |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | $335K | 2.9% |
| MASSMUTUAL SEL TRP RETIRE 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $268K | 2.3% |
| MASSMUTUAL CORD BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $266K | 2.3% |
| INVESCO GLOBAL R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $226K | 2.0% |
| MASSMUTUAL SEL TRP RETIRE BAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $189K | 1.6% |
| AMERICAN FUNDS EUROPACIFIC GRWTH R6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $101K | 0.9% |
| JHANCOCK BOND R6 JOHN HANCOCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $92K | 0.8% |
| MASSMUTUAL SEL TRP RETIRE 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $61K | 0.5% |
| MASSMUTUAL SEL TRP RETIRE 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $38K | 0.3% |
| MORGAN STANLEY INST GROWTH IS MORGAN STANLEY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $25K | 0.2% |
| MASSMUTUAL SEL TRP RETIRE 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $24K | 0.2% |
| MASSMUTUAL SEL TRP RETIRE 2010 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $20K | 0.2% |
| MASSMUTUAL SEL TRP RETIRE 2055 I MASSMUTUAL SEL TRP RETIRE 2055 I · EIN 90-0779283 / PN 000 | Pooled Separate Account | $12K | 0.1% |