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Original filing (PDF)20250718121411NAL0002867874002
LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL
Form 5500
FILING_RECEIVED
LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
414
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL.
Plan sponsor
Name
LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL
EIN
74-3162136
Address
730 BRYANT AVENUE · BRONX, NY · 10474
Phone
(718) 991-5500
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
2025-07-18
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INSURANCE AND ANNUIT | 13-1624203 | NEW YORK, NY | CUSTODIAN & RECORDKEEPER | $3K | — |
Investments
32 direct securities · 1 pooled fund· $14.8M(92% 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
$14.6M
32 holdings
Pooled Separate Account
$166K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Access Nuveen Lifecycle 2050 T4 " | — | — | — | $3.1M | 19.0% | |
| TIAA Access Nuveen Lifecycle 2045 T4 " | — | — | — | $2.2M | 13.4% | |
| TIAA Access Nuveen Lifecycle 2055 T4 " | — | — | — | $1.5M | 9.2% | |
| TIAA Access Nuveen Lifecycle 2025 T4 " | — | — | — | $1.1M | 7.1% | |
| TIAA Access Nuveen Lifecycle 2060 T4 " | — | — | — | $791K | 4.9% | |
| CREF Growth R1 " | — | — | — | $684K | 4.2% | |
| TIAA Access Nuveen Lifecycle 2040 T4 " | — | — | — | $669K | 4.1% | |
| CREF Money Market R1 " | — | — | — | $662K | 4.1% | |
| CREF Global Equities R1 " | — | — | — | $493K | 3.1% | |
| CREF Stock R1 Variable annuity contract | — | — | — | $459K | 2.8% | |
| CREF Equity Index R1 " | — | — | — | $415K | 2.6% | |
| TIAA Access Nuveen Lifecycle 2035 T4 " | — | — | — | $375K | 2.3% | |
| TIAA Traditional Non Benefit Responsive Insurance contract | — | — | — | $305K | 1.9% | |
| TIAA Access Nuveen International Equity T4 " | — | — | — | $304K | 1.9% | |
| TIAA Access Nuveen Lifecycle 2030 T4 " | — | — | — | $285K | 1.8% | |
| TIAA Access Nuveen Large-Cap Value T4 " | — | — | — | $209K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $166K | 1.0% | |
| TIAA Access Nuveen Mid-Cap Value T4 " | — | — | — | $154K | 1.0% | |
| TIAA Access Nuveen Lifecycle 2020 T4 " | — | — | — | $146K | 0.9% | |
| TIAA Access Nuveen Equity Index T4 " | — | — | — | $142K | 0.9% | |
| CREF Social Choice R1 " | — | — | — | $141K | 0.9% | |
| TIAA Access Nuveen Real Estate Securities T4 " | — | — | — | $106K | 0.7% | |
| TIAA Access Nuveen Quant Small Cap Equity T4 " | — | — | — | $80K | 0.5% | |
| TIAA Access Nuveen Small-Cap Blend Index T4 " | — | — | — | $71K | 0.4% | |
| CREF Core Bond R1 " | — | — | — | $62K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2015 T4 " | — | — | — | $52K | 0.3% | |
| TIAA Access Nuveen Core Equity T4 " | — | — | — | $39K | 0.2% | |
| CREF Inflation-Linked Bond R1 " | — | — | — | $36K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Growth T4 " | — | — | — | $35K | 0.2% | |
| TIAA Access Nuveen Large-Cap Growth T4 " | — | — | — | $34K | 0.2% | |
| TIAA Access Nuveen Large Cap Responsible Equity T4 " | — | — | — | $20K | 0.1% | |
| TIAA Access Nuveen Core Bond Plus T4 " | — | — | — | $9K | <0.1% | |
| TIAA Access Nuveen Lifecycle Rtmt Inc T4 " | — | — | — | $7K | <0.1% |