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Original filing (PDF)20251006105419NAL0003297569001
THE NATIONAL CENTER ON ADDICTION AND SUBSTANCE ABUSE
Form 5500
FILING_RECEIVED
PARTNERSHIP TO END ADDICTION TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
161
Accounts w/ balance
110
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (20 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2L · 403(b)(1) annuity
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 | $16K | — |
| INSERO & COMPANY CPAS,LLP | 47-5324570 | NEW YORK, NY | NONE | $7K | — |
Investments
44 direct securities · 1 pooled fund· $11.2M(97% 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
$11.1M
44 holdings
Pooled Separate Account
$126K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA | — | — | — | $1.8M | 15.6% | |
| CREF | — | — | — | $1.1M | 9.6% | |
| CREF | — | — | — | $916K | 7.9% | |
| CREF | — | — | — | $740K | 6.4% | |
| TIAA-CREF | — | — | — | $698K | 6.0% | |
| TIAA-CREF | — | — | — | $604K | 5.2% | |
| TIAA-CREF | — | — | — | $557K | 4.8% | |
| TIAA-CREF | — | — | — | $542K | 4.7% | |
| Vanguard | — | — | — | $437K | 3.8% | |
| TIAA-CREF | — | — | — | $369K | 3.2% | |
| CREF | — | — | — | $362K | 3.1% | |
| TIAA-CREF | — | — | — | $324K | 2.8% | |
| Vanguard | — | — | — | $258K | 2.2% | |
| CREF | — | — | — | $234K | 2.0% | |
| Vanguard | — | — | — | $233K | 2.0% | |
| Vanguard | — | — | — | $221K | 1.9% | |
| JPMorgan | — | — | — | $214K | 1.8% | |
| TIAA-CREF | — | — | — | $133K | 1.1% | |
| TIAA-CREF | — | — | — | $132K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $126K | 1.1% | |
| CREF | — | — | — | $118K | 1.0% | |
| American Funds | — | — | — | $102K | 0.9% | |
| TIAA-CREF | — | — | — | $93K | 0.8% | |
| American Funds | — | — | — | $86K | 0.7% | |
| TIAA-CREF | — | — | — | $82K | 0.7% | |
| CREF | — | — | — | $80K | 0.7% | |
| Vanguard | — | — | — | $80K | 0.7% | |
| TIAA-CREF | — | — | — | $71K | 0.6% | |
| TIAA-CREF | — | — | — | $62K | 0.5% | |
| TIAA Access | — | — | — | $55K | 0.5% | |
| TIAA-CREF | — | — | — | $54K | 0.5% | |
| Participant Loans | — | — | — | $37K | 0.3% | |
| TIAA-CREF | — | — | — | $36K | 0.3% | |
| TIAA-CREF | — | — | — | $35K | 0.3% | |
| TIAA Access | — | — | — | $33K | 0.3% | |
| TIAA Access | — | — | — | $26K | 0.2% | |
| CREF | — | — | — | $26K | 0.2% | |
| TIAA Access | — | — | — | $26K | 0.2% | |
| TIAA Access | — | — | — | $22K | 0.2% | |
| TIAA Access | — | — | — | $20K | 0.2% | |
| TIAA Access | — | — | — | $19K | 0.2% | |
| TIAA Access | — | — | — | $15K | 0.1% | |
| TIAA-CREF | — | — | — | $11K | <0.1% | |
| TIAA | — | — | — | $4K | <0.1% | |
| TIAA Access | — | — | — | $3K | <0.1% |