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Original filing (PDF)20251010163348NAL0008485201001
BOWERY RESIDENTS' COMMITTEE, INC.
Form 5500
FILING_RECEIVED
BRC 403(B) PLAN
401(k) retirement plan
Active participants
425
Accounts w/ balance
1,817
Plan assets (EOY)
$33.5M
Net assets (EOY)
$33.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWERY RESIDENTS' COMMITTEE, INC..
Plan sponsor
Name
BOWERY RESIDENTS' COMMITTEE, INC.
EIN
13-2736659
Address
131 WEST 25TH STREET · NEW YORK, NY · 10001
Phone
(212) 803-5724
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Investments
27 direct securities· $30.5M(91% of reported assets)
Uncategorized
$27.8M
26 holdings
Mutual Funds
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| General Account * Empower Life & Annuity Insurance Company of New York EI Fixed Account - Series VI | — | — | — | $3.8M | 11.4% | |
| American Funds AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $3.0M | 9.1% | |
| American Funds AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $2.8M | 8.5% | |
| Fidelity 500 INDEX | — | — | — | $2.8M | 8.5% | |
| AllianceBernstein AB LARGE CAP GROWTH I | Mutual Funds | — | — | $2.7M | 7.9% | |
| American Funds AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $2.4M | 7.3% | |
| American Funds AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | — | — | — | $1.6M | 4.9% | |
| American Funds AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $1.5M | 4.4% | |
| PUTNAM LARGE CAP VALUE R6 | — | — | — | $1.4M | 4.3% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $1.1M | 3.2% | |
| American Funds AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $1.0M | 3.1% | |
| Fidelity MID CAP INDEX | — | — | — | $1.0M | 3.1% | |
| American Funds AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | — | — | — | $973K | 2.9% | |
| American Funds AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $941K | 2.8% | |
| MFS MID CAP GROWTH R6 | — | — | — | $808K | 2.4% | |
| Principal SMALLCAP R-6 | — | — | — | $618K | 1.8% | |
| American Funds AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $502K | 1.5% | |
| American Funds AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | — | — | — | $466K | 1.4% | |
| Pioneer BOND K | — | — | — | $448K | 1.3% | |
| American Funds AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | — | — | — | $142K | 0.4% | |
| Principal GLOBAL REAL ESTATE SEC R6 | — | — | — | $94K | 0.3% | |
| American Century Investments AMERICAN CENTURY MID CAP VALUE R6 | — | — | — | $81K | 0.2% | |
| Fidelity SMALL CAP INDEX | — | — | — | $61K | 0.2% | |
| Fidelity INTERNATIONAL INDEX | — | — | — | $51K | 0.2% | |
| Fidelity US BOND INDEX | — | — | — | $6K | <0.1% | |
| PIMCO Funds PIMCO INT BOND (USD-HEDGED) INSTL 274 PIMCO Funds PIMCO REAL RETURN INSTL | — | — | — | $6K | <0.1% | |
| PIMCO Funds PIMCO INCOME INSTL | — | — | — | $2K | <0.1% |