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Original filing (PDF)20250801081818NAL0006993185001
TRIBORO ADMINISTRATIVE SERVICES, LLC
Form 5500
FILING_RECEIVED
RENDR CARE PHYSICIANS 401(K) PLAN
401(k) retirement plan
Active participants
1,351
Accounts w/ balance
1,183
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIBORO ADMINISTRATIVE SERVICES, LLC.
Plan sponsor
Name
TRIBORO ADMINISTRATIVE SERVICES, LLC
EIN
32-0618921
Address
366 5TH AVENUE · 4 FL · NEW YORK, NY · 10001
Phone
(646) 630-8266
Industry
Admin Support & Waste Mgmtsee 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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE PENSION ADISORS | 81-4903086 | COMMACK, NY | TPA AND RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORK LLC | 95-3845382 | EL SEGUNDO, CA | INVESTMENT MANAGEMENT | $58K | — |
Investments
32 direct securities· $32.5M(90% of reported assets)
Uncategorized
$31.9M
31 holdings
Mutual Funds
$615K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.0M | 13.8% | |
| Vanguard Funds Target Retirement 2045 Fund Investor Shares | — | — | — | $3.5M | 9.6% | |
| Vanguard Funds Target Retirement 2050 Fund Investor Shares | — | — | — | $3.2M | 8.9% | |
| Vanguard Funds Target Retirement 2035 Fund Investor Shares | — | — | — | $2.8M | 7.8% | |
| Vanguard Funds Target Retirement 2030 Fund Investor Shares | — | — | — | $2.4M | 6.7% | |
| Vanguard Funds Target Retirement 2040 Fund Investor Shares | — | — | — | $2.4M | 6.6% | |
| Vanguard Funds Target Retirement 2055 Fund Investor Shares | — | — | — | $2.3M | 6.2% | |
| Vanguard Funds Target Retirement 2025 Fund Investor Shares | — | — | — | $2.0M | 5.6% | |
| Vanguard Funds Vanguard Target Retirement Income Fund | — | — | — | $1.7M | 4.8% | |
| JP Morgan Funds JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.5M | 4.2% | |
| Vanguard Funds Target Retirement 2060 Fund Investor Shares | — | — | — | $1.1M | 3.2% | |
| Cash Surrender Value of Life Insurance Policies * Metlife Life insurance policy | — | — | — | $1.1M | 3.1% | |
| Vanguard Funds Vanguard Information Technology Index Fund | — | — | — | $644K | 1.8% | |
| Vanguard Funds Vanguard cash reserves federal money market fund | Mutual Funds | — | — | $615K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $361K | 1.0% | |
| Vanguard Funds Target Retirement 2065 Fund Investor Shares | — | — | — | $343K | 1.0% | |
| American Funds American Funds American Mutual Fund Class R-6 | — | — | — | $334K | 0.9% | |
| Fidelity International Index | — | — | — | $153K | 0.4% | |
| Vanguard Funds Vanguard LifeStrategy Growth Fund Investor Shares | — | — | — | $145K | 0.4% | |
| Notes Receivable from Participants Interest rates ranging from 6.50% to 9.50% - | — | — | — | $134K | 0.4% | |
| Nuveen Small-cap Blend Index Fund R6 Class | — | — | — | $120K | 0.3% | |
| Fidelity Intern Trs BD index | — | — | — | $105K | 0.3% | |
| Vanguard Funds Vanguard Health Care Index Fund | — | — | — | $102K | 0.3% | |
| Vanguard Funds Vanguard Total Bond Market Index Fund Admiral Share | — | — | — | $100K | 0.3% | |
| Vanguard Funds Vanguard Small Cap Value Index Fund | — | — | — | $53K | 0.1% | |
| Vanguard Funds Vanguard LifeStrategy Moderate Growth Fund Investor Shares | — | — | — | $48K | 0.1% | |
| Pacer US Cash Cows 100 ETF | — | — | — | $33K | <0.1% | |
| Vanguard Funds Vanguard U.S. Momentum Factor ETF | — | — | — | $29K | <0.1% | |
| Vanguard Funds Vanguard LifeStrategy Income Fund Investor Shares | — | — | — | $29K | <0.1% | |
| Vanguard Funds Vanguard LifeStrategy Conservative Growth Fund Investor Shares | — | — | — | $28K | <0.1% | |
| Cash and Cash Equivalents * Mid Atlantic Mid Atlantic Master Cash Account | — | — | — | $19K | <0.1% | |
| American Funds American Funds New World Fund | — | — | — | $8K | <0.1% |