Back to filter
Original filing (PDF)20250903151447NAL0009485603001
RIVENDELL SCHOOL
Form 5500-SF
FILING_RECEIVED
RIVENDELL SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
37
Accounts w/ balance
40
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIVENDELL SCHOOL.
Plan sponsor
Name
RIVENDELL SCHOOL
EIN
11-3278917
Address
277 THIRD AVENUE · BROOKLYN, NY · 11215
Phone
(718) 499-5667
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
2025-09-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
THE WOLF SCHOOL
WOLF SCHOOL 403(B) RETIREMENT PLAN
$3.3M · 57 participants
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
MATHEMATICAL SCIENCES RESEARCH INSTITUTE 403(B) DC PLAN
$3.3M · 26 participants
OAKCREST SCHOOL
OAKCREST SCHOOL 403(B) PLAN
$3.3M · 84 participants
COUNTRYSIDE SCHOOL OF CHAMPAIGN-URBANA, INC.
COUNTRYSIDE SCHOOL 403(B) DC PLAN - PLAN #387536
$3.3M · 11 participants
JUPITER CHRISTIAN SCHOOL, INC.
JUPITER CHRISTIAN SCHOOL, INC. 401(K) RETIREMENT PLAN
$3.3M · 242 participants
HOOD THEOLOGICAL SEMINARY
HOOD THEOLOGICAL SEMINARY 403(B) DC PLAN
$3.3M · 19 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
