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Original filing (PDF)20250411110155NAL0014062995001
TRANSITIONAL SERVICES FOR NEW YORK, INC
Form 5500
FILING_RECEIVED
TRANSITIONAL SERVICES FOR NEW YORK, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
—
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 TRANSITIONAL SERVICES FOR NEW YORK, INC.
Plan sponsor
Name
TRANSITIONAL SERVICES FOR NEW YORK, INC
EIN
23-7376074
Address
10-16 162ND STREET · WHITESTONE, NY · 11357
Phone
(718) 746-6647
Industry
Health Care & Social Assistancesee 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
2025-04-11
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | NEW YORK, NY | FINANCIAL ADVISOR | $55K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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