Original filing (PDF)20251015142450NAL0002564883001

Harlem Village Academy Charter School

Name: Harlem Village Academy Charter School — Harlem Villa, Form 5500 (2024)
Creator: Harlem Village Academy Charter School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harlem Village Academy Charter School 403(b) Plan

403(b) retirement plan · Harlem Village Academy Charter School's Harlem Village Academy Charter School 403(b) Plan held $16.0M in plan assets for 198 participants in 2024, with Principal as recordkeeper.

Active participants

198

Accounts w/ balance

353

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARLEM VILLAGE ACADEMY CHARTER SCHOOL.

Plan sponsor

Name

HARLEM VILLAGE ACADEMY CHARTER SCHOOL

EIN

22-3880680all filings

Address

35 WEST 124TH STREET · NEW YORK, NY · 100275634

Phone

(646) 812-9571

Industry

Educational Services

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$113K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROCKEFELLER CAPITAL MANAGEMENT	82-3226180	—	OTHER SERVICES	$0	—

Investments

29 direct securities· $16.0M(100% of reported assets)

Mutual Funds

$13.8M

16 holdings

Common Collective Trusts

$1.4M

1 holding

Other securities

$714K

11 holdings

Common Stocks

$34K

1 holding

					% of plan
S SHARES / UNITS American Funds Target Date Retirement 2050 R6 Fund	Mutual Funds	—	$182K	$3.8M	23.9%
American Funds Target Date Retirement 2055 R6 Fund	Mutual Funds	—	$127K	$3.4M	21.1%
American Funds Target Date Retirement 2040 R6 Fund	Mutual Funds	—	$96K	$2.0M	12.3%
Principal LargeCap S&P 500 Index R5 Fund	Common Collective Trusts	—	$49K	$1.4M	8.9%
American Funds Target Date Retirement 2045 R6 Fund	Mutual Funds	—	$54K	$1.1M	7.2%
American Funds Target Date Retirement 2030 R6 Fund	Mutual Funds	—	$61K	$1.1M	6.6%
American Funds Target Date Retirement 2060 R6 Fund	Mutual Funds	—	$56K	$1.0M	6.3%
American Funds Target Date Retirement 2035 R6 Fund	Mutual Funds	—	$24K	$448K	2.8%
American Funds Mortgage R6 Fund	Mutual Funds	—	$44K	$376K	2.4%
American Funds Target Date Retirement 2020 R6 Fund	Mutual Funds	—	$14K	$187K	1.2%
Goldman Sachs International Equity ESG R6 Fund	Other securities	—	$7K	$179K	1.1%
American Funds Target Date Retirement 2025 R6 Fund	Mutual Funds	—	$8K	$127K	0.8%
Principal SmallCap Growth I R5 Fund	Other securities	—	$9K	$119K	0.7%
American Funds Target Date Retirement 2010 R6 Fund	Mutual Funds	—	$9K	$102K	0.6%
American Funds Target Date Retirement 2065 R6 Fund	Mutual Funds	—	$6K	$101K	0.6%
Principal MidCap Value I R5 Fund	Other securities	—	$6K	$86K	0.5%
Principal MidCap S&P 400 Index R5 Fund	Other securities	—	$4K	$85K	0.5%
Eaton Vance Atlanta Capital SMID-Cap R6 Fund	Other securities	—	$2K	$69K	0.4%
Principal Real Estate Securities R5 Fund	Other securities	—	$2K	$47K	0.3%
PIMCO Low Duration Income Institutional Fund	Mutual Funds	—	$6K	$46K	0.3%
(E)	Other securities	—	—	$39K	0.2%
American Funds Target Date Retirement 2015 R6 Fund	Mutual Funds	—	$3K	$39K	0.2%
GROUP ANNUITY CONTRACT * Principal Fixed Income Guaranteed Option	Common Stocks	—	—	$34K	0.2%
American Funds New World R6 Fund 438	Mutual Funds	—	—	$34K	0.2%
Clearbridge Large Cap Growth IS Fund 371	Other securities	—	—	$28K	0.2%
Principal SmallCap S&P 600 Index R5 Fund 897	Other securities	—	—	$24K	0.2%
Columbia Dividend Income I3 Fund 669	Other securities	—	—	$23K	0.1%
PIMCO Real Return Institutional Fund	Mutual Funds	—	$2K	$21K	0.1%
Principal SmallCap Value II R5 Fund	Other securities	—	$1K	$15K	<0.1%