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Original filing (PDF)20251009114713NAL0011384176001
BIRCH WATHEN LENOX SCHOOL
Form 5500
FILING_RECEIVED
BIRCH WATHEN LENOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
113
Accounts w/ balance
367
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRCH WATHEN LENOX SCHOOL.
Plan sponsor
Name
BIRCH WATHEN LENOX SCHOOL
EIN
13-3603578
Address
210 EAST 77TH STREET · NEW YORK, NY · 10075
Phone
(212) 861-0404
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $241 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | ADVISOR | $18K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | ADVISOR | $10K | — |
Investments
35 direct securities · 1 pooled fund· $37.6M(99% 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.
Uncategorized
$36.0M
35 holdings
Pooled Separate Account
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF | — | — | $0 | $9.0M | 23.7% | |
| TIAA-CREF | — | — | $0 | $8.8M | 23.1% | |
| TIAA-CREF | — | — | $0 | $3.6M | 9.6% | |
| TIAA-CREF | — | — | $0 | $3.1M | 8.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $0 | $1.6M | 4.2% | |
| TIAA-CREF | — | — | $0 | $1.3M | 3.5% | |
| TIAA-CREF | — | — | $0 | $1.3M | 3.3% | |
| TIAA-CREF | — | — | $0 | $1.1M | 2.9% | |
| TIAA-CREF | — | — | $0 | $1.1M | 2.8% | |
| TIAA-CREF | — | — | $0 | $919K | 2.4% | |
| TIAA-CREF | — | — | $0 | $849K | 2.2% | |
| TIAA-CREF | — | — | $0 | $828K | 2.2% | |
| TIAA-CREF | — | — | $0 | $430K | 1.1% | |
| TIAA-CREF | — | — | $0 | $427K | 1.1% | |
| TIAA-CREF | — | — | $0 | $411K | 1.1% | |
| TIAA-CREF | — | — | $0 | $306K | 0.8% | |
| TIAA-CREF | — | — | $0 | $284K | 0.7% | |
| TIAA-CREF | — | — | $0 | $262K | 0.7% | |
| TIAA-CREF | — | — | $0 | $250K | 0.7% | |
| TIAA-CREF | — | — | $0 | $198K | 0.5% | |
| TIAA-CREF | — | — | $0 | $171K | 0.4% | |
| TIAA-CREF | — | — | $0 | $162K | 0.4% | |
| TIAA-CREF | — | — | $0 | $160K | 0.4% | |
| TIAA-CREF | — | — | $0 | $155K | 0.4% | |
| TIAA-CREF | — | — | $0 | $142K | 0.4% | |
| TIAA-CREF | — | — | $0 | $137K | 0.4% | |
| TIAA-CREF | — | — | $0 | $99K | 0.3% | |
| TIAA-CREF | — | — | $0 | $87K | 0.2% | |
| TIAA-CREF | — | — | $0 | $78K | 0.2% | |
| American Funds | — | — | $0 | $71K | 0.2% | |
| TIAA-CREF | — | — | $0 | $57K | 0.2% | |
| TIAA-CREF | — | — | $0 | $54K | 0.1% | |
| TIAA-CREF | — | — | $0 | $42K | 0.1% | |
| TIAA-CREF | — | — | $0 | $30K | <0.1% | |
| TIAA-CREF | — | — | $0 | $15K | <0.1% | |
| TIAA-CREF | — | — | $0 | $6K | <0.1% |
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