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Original filing (PDF)20251007103207NAL0007713040001
ST. BERNARDS SCHOOL
Form 5500
FILING_RECEIVED
ST. BERNARDS SCHOOL EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
240
Plan assets (EOY)
$68.1M
Net assets (EOY)
$68.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "CREF" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. BERNARDS SCHOOL.
Plan sponsor
Name
ST. BERNARDS SCHOOL
EIN
13-1255270
Address
4 EAST 98TH STREET · NEW YORK, NY · 100296502
Phone
(212) 289-2887
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
2025-10-07
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | NONE | $950 | — |
Investments
22 direct securities · 1 pooled fund· $68.1M(100% 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
$66.3M
22 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $19.5M | 28.6% | |
| TIAA | — | — | — | $15.2M | 22.3% | |
| CREF | — | — | — | $10.8M | 15.8% | |
| CREF | — | — | — | $7.4M | 10.9% | |
| CREF | — | — | — | $5.3M | 7.8% | |
| CREF | — | — | — | $2.0M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.9M | 2.7% | |
| TIAA | — | — | — | $1.1M | 1.6% | |
| CREF | — | — | — | $1.0M | 1.5% | |
| TIAA | — | — | — | $741K | 1.1% | |
| TIAA | — | — | — | $640K | 0.9% | |
| CREF | — | — | — | $561K | 0.8% | |
| TIAA | — | — | — | $453K | 0.7% | |
| TIAA | — | — | — | $338K | 0.5% | |
| CREF | — | — | — | $312K | 0.5% | |
| TIAA | — | — | — | $202K | 0.3% | |
| TIAA | — | — | — | $170K | 0.3% | |
| Notes receivable from participants | — | — | — | $154K | 0.2% | |
| TIAA | — | — | — | $149K | 0.2% | |
| TIAA | — | — | — | $143K | 0.2% | |
| TIAA | — | — | — | $63K | <0.1% | |
| TIAA | — | — | — | $38K | <0.1% | |
| TIAA | — | — | — | $6K | <0.1% |
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