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Original filing (PDF)20250328102400NAL0001587792001
THE BROWNING SCHOOL
Form 5500
FILING_RECEIVED
THE BROWNING SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
194
Accounts w/ balance
326
Plan assets (EOY)
$45.0M
Net assets (EOY)
$45.0M
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 (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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BROWNING SCHOOL.
Plan sponsor
Name
THE BROWNING SCHOOL
EIN
13-1623918
Address
52 EAST 62ND STREET · NEW YORK, NY · 10065
Phone
(212) 249-6879
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-28
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | CONSULTANT | $6K | — |
| NEW PINNACLE CONSULTING GROUP, LLC | 26-1233837 | — | CONSULTANT - PENSION | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $4K | — |
Investments
1 pooled fund· $1.1M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.1M | 2.4% |
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