Original filing (PDF)20250411145504NAL0026327489001

FRENCH AMERICAN SCHOOL OF NEW YORK

Name: FRENCH AMERICAN SCHOOL OF NEW YORK — FRENCH AMERICAN SCHOOL OF NEW YORK 403(B) DC PLAN, Form 5500 (2023)
Creator: FRENCH AMERICAN SCHOOL OF NEW YORK

Form 5500

FILING_RECEIVED

FRENCH AMERICAN SCHOOL OF NEW YORK 403(B) DC PLAN

403(b) retirement plan

Signals · 1

Non-clean audit opinion

Active participants

159

Accounts w/ balance

368

Plan assets (EOY)

$42.0M

Net assets (EOY)

$42.0M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FRENCH AMERICAN SCHOOL OF NEW YORK

EIN

13-3052502

Address

320 E. BOSTON POST ROAD · MAMARONECK, NY · 105433702

Phone

(914) 250-0505

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	—	$450	—

Investments

1 pooled fund· $1.1M(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.