Original filing (PDF)20241115075259NAL0001424882001

Portledge School

Name: Portledge School — Portledge School TDA Plan, Form 5500 (2023)
Creator: Portledge School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Portledge School TDA Plan SRA/GSRA

403(b) retirement plan · Portledge School's Portledge School TDA Plan SRA/GSRA filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Portledge School's EIN is 11-6044973.

EIN 11-6044973

Plan number 002

Plan year 2023

ACK ID 20241115075259NAL0001424882001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Portledge School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Portledge School's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLEDGE SCHOOL.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PORTLEDGE SCHOOL

EIN

all filings

Address

355 DUCK POND ROAD · LOCUST VALLEY, NY · 11560

Phone

(516) 750-3221

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-11-15

Pension benefit codes

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.