Back to filter
Original filing (PDF)20260219152044NAL0008899584001
GEMAN RODRIGUEZ
Form 5500-SF
FILING_RECEIVED
HOFF BARTHELSON MUSIC SCHOOL
403(b) retirement plan
Signals · 1
Late filing · 15.1 mo
Active participants
31
Accounts w/ balance
31
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 15.1 months past the 10.5-month grace window.
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 GEMAN RODRIGUEZ.
Plan sponsor
Name
GEMAN RODRIGUEZ
DBA
HOFF BARTHELSON MUSIC SCHOOL
EIN
13-0861532
Address
25 SCHOOL LN · SCARSDALE, NY · 105835634
Phone
(914) 902-0704
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-02-19
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.