Original filing (PDF)20250604141226NAL0010909457001

WESTCHESTER DAY SCHOOL

Name: WESTCHESTER DAY SCHOOL — WESTCHESTER DAY SCHOOL 403(B) TDA PLAN, Form 5500 (2023)
Creator: WESTCHESTER DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

WESTCHESTER DAY SCHOOL 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

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

002

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

2R · Participant-directed brokerage (SDBA)

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 providers

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