Original filing (PDF)20250131045146NAL0002914960001

NORTHWEST BRONX COMMUNITY AND CLERGY COALITION

Name: NORTHWEST BRONX COMMUNITY AND CLERGY COALITION — SECTION 403(B) RETIREMENT PLAN FOR NORTHWEST BRONX COMMUNITY AND CLERGY COALITION, Form 5500 (2023)
Creator: NORTHWEST BRONX COMMUNITY AND CLERGY COALITION

Form 5500-SF

FILING_RECEIVED

SECTION 403(B) RETIREMENT PLAN FOR NORTHWEST BRONX COMMUNITY AND CLERGY COALITION

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 NORTHWEST BRONX COMMUNITY AND CLERGY COALITION.

Plan sponsor

Name

NORTHWEST BRONX COMMUNITY AND CLERGY COALITION

EIN

13-2806160

Address

103 EAST 196TH STREET · BRONX, NY · 10468

Phone

(718) 584-0515

Industry

Other Services (ex. Public Admin)see 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

2025-01-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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