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Original filing (PDF)20251006104535NAL0003286945001
THE NATIONAL CENTER ON ADDICTION AND SUBSTANCE ABUSE
Form 5500
FILING_RECEIVED
PARTNERSHIP TO END ADDICTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
160
Accounts w/ balance
205
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NATIONAL CENTER ON ADDICTION AND SUBSTANCE ABUSE.
Plan sponsor
Name
THE NATIONAL CENTER ON ADDICTION AND SUBSTANCE ABUSE
EIN
52-1736502
Address
711 3RD AVE · SUITE 500 · NEW YORK, NY · 10017
Phone
(212) 841-5200
Industry
Educational Servicessee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $17K | — |
| INSERO & COMPANY CPAS, LLP | 47-5324570 | NEW YORK, NY | NONE | $13K | — |
Investments
46 direct securities · 1 pooled fund· $16.4M(100% 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.
Uncategorized
$16.1M
46 holdings
Pooled Separate Account
$309K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA | — | — | — | $2.9M | 17.4% | |
| CREF | — | — | — | $1.4M | 8.8% | |
| CREF | — | — | — | $1.4M | 8.6% | |
| CREF | — | — | — | $1.1M | 6.8% | |
| TIAA-CREF | — | — | — | $901K | 5.5% | |
| TIAA-CREF | — | — | — | $831K | 5.0% | |
| CREF | — | — | — | $796K | 4.8% | |
| TIAA-CREF | — | — | — | $768K | 4.7% | |
| CREF | — | — | — | $621K | 3.8% | |
| TIAA-CREF | — | — | — | $406K | 2.5% | |
| TIAA-CREF | — | — | — | $398K | 2.4% | |
| CREF | — | — | — | $384K | 2.3% | |
| TIAA-CREF | — | — | — | $320K | 1.9% | |
| Vanguard | — | — | — | $309K | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $309K | 1.9% | |
| TIAA-CREF | — | — | — | $299K | 1.8% | |
| TIAA-CREF | — | — | — | $256K | 1.6% | |
| TIAA Access | — | — | — | $251K | 1.5% | |
| TIAA Access | — | — | — | $231K | 1.4% | |
| TIAA Access | — | — | — | $220K | 1.3% | |
| JPMorgan | — | — | — | $220K | 1.3% | |
| CREF | — | — | — | $210K | 1.3% | |
| Vanguard | — | — | — | $179K | 1.1% | |
| American Funds | — | — | — | $168K | 1.0% | |
| TIAA-CREF | — | — | — | $159K | 1.0% | |
| Vanguard | — | — | — | $158K | 1.0% | |
| CREF | — | — | — | $141K | 0.9% | |
| TIAA Access | — | — | — | $137K | 0.8% | |
| Vanguard | — | — | — | $136K | 0.8% | |
| TIAA-CREF | — | — | — | $122K | 0.7% | |
| TIAA Access | — | — | — | $92K | 0.6% | |
| TIAA Access | — | — | — | $81K | 0.5% | |
| TIAA-CREF | — | — | — | $75K | 0.5% | |
| American Funds | — | — | — | $63K | 0.4% | |
| TIAA-CREF | — | — | — | $60K | 0.4% | |
| Vanguard | — | — | — | $47K | 0.3% | |
| TIAA-CREF | — | — | — | $43K | 0.3% | |
| TIAA-CREF | — | — | — | $41K | 0.2% | |
| TIAA-CREF | — | — | — | $28K | 0.2% | |
| TIAA Access | — | — | — | $26K | 0.2% | |
| TIAA Access | — | — | — | $22K | 0.1% | |
| TIAA-CREF | — | — | — | $17K | 0.1% | |
| TIAA Access | — | — | — | $15K | <0.1% | |
| TIAA-CREF | — | — | — | $12K | <0.1% | |
| TIAA Access | — | — | — | $5K | <0.1% | |
| TIAA Access | — | — | — | $2K | <0.1% | |
| TIAA Access | — | — | — | $409 | <0.1% |