Original filing (PDF)20251014141955NAL0003140385001

CNY FAMILY CARE, LLP

Name: CNY FAMILY CARE, LLP — CNY FAMILY CARE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: CNY FAMILY CARE, LLP

Form 5500

FILING_RECEIVED

CNY FAMILY CARE, LLP 401(K) PLAN

401(k) retirement plan

Signals · 2

High average account balanceNo recordkeeper disclosed

Active participants

160

Accounts w/ balance

229

Plan assets (EOY)

$35.8M

Net assets (EOY)

$35.8M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CNY FAMILY CARE, LLP.

Plan sponsor

Name

CNY FAMILY CARE, LLP

EIN

16-1561865

Address

4939 BRITTONFIELD PARKWAY · EAST SYRACUSE, NY · 130570000

Phone

(315) 634-6718

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACTUARIAL PENSION ANALYSTS INC	—	FAYETTEVILLE, NY	THIRD PARTY ADMINISTRATO	—	—

Investments

31 direct securities · 1 pooled fund· $67.8M(100% 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.

Pooled Separate Account

$32.5M

1 holding

Other securities

$32.5M

29 holdings

Common Stock

$2.5M

1 holding

Bonds / Notes

$205K

1 holding

					% of plan
MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$32.5M	90.8%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Other securities	—	—	$3.8M	10.7%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Other securities	—	—	$3.7M	10.4%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Other securities	—	—	$3.7M	10.3%
Vangrd 500 Index Fund Adm Pooled Separate Account	Other securities	—	—	$3.5M	9.6%
American Funds Growth Fnd R6 Pooled Separate Account	Other securities	—	—	$2.9M	8.1%
American Funds Wash Mutual R6 Pooled Separate Account	Other securities	—	—	$2.6M	7.4%
Voya Fixed Account Insurance Co General Account	Common Stock	—	—	$2.5M	6.9%
AB Large Cap Grw Fnd Z Pooled Separate Account	Other securities	—	—	$1.9M	5.3%
American Funds Am Balanced R6 Pooled Separate Account	Other securities	—	—	$1.4M	3.8%
Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Other securities	—	—	$1.1M	3.1%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Account	Other securities	—	—	$1.0M	2.9%
Vangrd VIF - Sm Comp Grw Port Pooled Separate Account	Other securities	—	—	$1.0M	2.9%
American Funds Nw Prspctv R6 Pooled Separate Account	Other securities	—	—	$942K	2.6%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Other securities	—	—	$760K	2.1%
American Funds EuroPacific R6 Pooled Separate Account	Other securities	—	—	$642K	1.8%
PIMCO Real Return Fund Ins Pooled Separate Account	Other securities	—	—	$470K	1.3%
Voya Mid Cap Opport Port R6 Pooled Separate Account	Other securities	—	—	$424K	1.2%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account	Other securities	—	—	$421K	1.2%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Other securities	—	—	$415K	1.2%
MFS Mid Cap Value Fund R6 Pooled Separate Account	Other securities	—	—	$394K	1.1%
DFA Real Estate Secs Port Ins Pooled Separate Account	Other securities	—	—	$360K	1.0%
Voya Intermediate Bond Fund R6 Pooled Separate Account	Other securities	—	—	$346K	1.0%
Participant Loans 4.25% - 9.50%	Bonds / Notes	—	—	$205K	0.6%
American Funds New World R6 Pooled Separate Account	Other securities	—	—	$202K	0.6%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Other securities	—	—	$160K	0.4%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Account	Other securities	—	—	$120K	0.3%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Other securities	—	—	$114K	0.3%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Other securities	—	—	$44K	0.1%
VY Columbia SmCp Vl II P R6 Pooled Separate Account	Other securities	—	—	$21K	<0.1%
BlkRck High Yield Port K Pooled Separate Account	Other securities	—	—	$14K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account	Other securities	—	—	$3K	<0.1%