Original filing (PDF)20250414103315NAL0003197410001

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK

Name: THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK — THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK

Form 5500

FILING_RECEIVED

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

271

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK.

Plan sponsor

Name

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK

EIN

13-1837409

Address

113 E 73RD STREET · NEW YORK, NY · 100213536

Phone

(212) 535-8787

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Audit & trust (Schedule H)

Auditor

EISNER AMPER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANPILOT	45-4168388	—	ADVISOR	$7K	—

Investments

1 pooled fund· $1.8M(3% 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.