Back to filter
Original filing (PDF)20250828133306NAL0010508481001
NEW YORK CTR FOR INTERPERSONAL DEVELOPMENT
Form 5500-SF
FILING_RECEIVED
NEW YORK CENTER FOR INTERPERSONAL DEVELOPMENT 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
787
Accounts w/ balance
78
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK CTR FOR INTERPERSONAL DEVELOPMENT.
Plan sponsor
Name
NEW YORK CTR FOR INTERPERSONAL DEVELOPMENT
EIN
23-7085239
Address
130 STUYVESANT PLACE · 5TH FLOOR · STATEN ISLAND, NY · 10301
Phone
(718) 815-4557
Industry
Other Services (ex. Public Admin)see 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
2025-08-28
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
USTA TEXAS
USTA TEXAS 401(K) PLAN
$3.4M · 27 participants
NEW LIFE MINISTRIES
NEW LIFE MINISTRIES RETIREMENT SAVINGS PLAN
$3.4M · 31 participants
JACK MILLER CENTER
THE JACK MILLER CENTER 401(K) PROFIT SHARING PLAN
$3.4M · 17 participants
MASONIC CHARITY FOUNDATION
MASONIC CHARITY FOUNDATION DEFINED BENEFIT PLAN & TRUST
$3.4M · 3 participants
NATIONAL DISEASE RESEARCH INTERCHANGE
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATION OF NDRI
$3.4M · 42 participants
GREATER INDIANAPOLIS CHAMBER OF COMMERCE
GREATER INDIANAPOLIS CHAMBER OF COMMERCE THRIFT AND SAVINGS PLAN
$3.4M · 54 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B