Original filing (PDF)20250414101425NAL0002944320001

AIDS COUNCIL OF NORTHEASTERN NEW YORK INC.

Name: AIDS COUNCIL OF NORTHEASTERN NEW YORK INC. — AIDS COUNCIL OF NORTHEASTERN NEW YORK, INC. TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: AIDS COUNCIL OF NORTHEASTERN NEW YORK INC.

Form 5500

FILING_RECEIVED

AIDS COUNCIL OF NORTHEASTERN NEW YORK, INC. TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsPossibly inadequate fidelity bond

Active participants

191

Accounts w/ balance

334

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIDS COUNCIL OF NORTHEASTERN NEW YORK INC..

Plan sponsor

Name

AIDS COUNCIL OF NORTHEASTERN NEW YORK INC.

EIN

22-2684595

Address

845 CENTRAL AVENUE · SUITE 202 · ALBANY, NY · 12206

Phone

(518) 434-4686

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

2025-04-14

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

BST & CO. CPAS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	NEW YORK, NY	—	$250	—

Investments

1 pooled fund· $120K(3% 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.