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Original filing (PDF)20250604141053NAL0019350128001
WESTCHESTER DAY SCHOOL
Form 5500-SF
FILING_RECEIVED
WESTCHESTER DAY SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
39
Accounts w/ balance
114
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
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 WESTCHESTER DAY SCHOOL.
Plan sponsor
Name
WESTCHESTER DAY SCHOOL
EIN
13-2646183
Address
856 ORIENTA AVENUE · MAMARONECK, NY · 10543
Phone
(914) 698-8900
Industry
Educational Servicessee all
Plan administrator
Name
WESTCHESTER DAY SCHOOL
EIN
13-2646183
City
MAMARONECK, NY
Phone
(914) 698-8900
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-04
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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