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Original filing (PDF)20251015163625NAL0005437137001
BRONXWORKS, INC.
Form 5500
FILING_RECEIVED
BRONXWORKS 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,193
Accounts w/ balance
951
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRONXWORKS, INC..
Plan sponsor
Name
BRONXWORKS, INC.
EIN
13-3254484
Address
60 E TREMONT AVE · BRONX, NY · 104535842
Phone
(646) 393-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $46K | — |
Investments
20 direct securities· $27.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2035 Institutional Shares Mutual Fund | — | — | — | $3.9M | 13.7% | |
| Vanguard Institutional Target Retirement 2030 Institutional Shares Mutual Fund | — | — | — | $3.9M | 13.7% | |
| Vanguard Institutional Target Retirement 2045 Institutional Shares Mutual Fund | — | — | — | $2.9M | 10.4% | |
| Vanguard Institutional Target Retirement 2050 Institutional Shares Mutual Fund | — | — | — | $2.7M | 9.5% | |
| Vanguard Institutional Target Retirement 2025 Institutional Shares Mutual Fund | — | — | — | $2.4M | 8.4% | |
| Vanguard Institutional Target Retirement 2055 Institutional Shares Mutual Fund | — | — | — | $2.4M | 8.3% | |
| Vanguard Institutional Target Retirement 2040 Institutional Shares Mutual Fund | — | — | — | $2.3M | 8.2% | |
| ( a ) ( b ) ( c ) ( d ) ( e ) * Lincoln Financial Group Trust Company, Inc. Stable Value Account | — | — | — | $1.7M | 6.1% | |
| Vanguard Target Retirement 2060 Investor Shares Mutual Fund | — | — | — | $1.7M | 6.0% | |
| Vanguard Institutional Target Retirement 2020 Institutional Shares Mutual Fund | — | — | — | $1.1M | 3.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $947K | 3.4% | |
| T Rowe Price Blue Chip Growth I Class Mutual Fund | — | — | — | $671K | 2.4% | |
| American Funds Europacific Growth Class R6 Mutual Fund | — | — | — | $260K | 0.9% | |
| Vanguard Institutional Target Retirement 2065 Institutional Shares Mutual Fund | — | — | — | $248K | 0.9% | |
| Harbor Large Cap Value Retirement Class Mutual Fund | — | — | — | $223K | 0.8% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $214K | 0.8% | |
| Vanguard Institutional Target Retirement Income InvestorShares Mutual Fund | — | — | — | $156K | 0.6% | |
| Blackrock Total Return Class K Shares Mutual Fund | — | — | — | $145K | 0.5% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $120K | 0.4% | |
| Fidelity Global Ex Us Index Mutual Fund | — | — | — | $73K | 0.3% |
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