Original filing (PDF)20250404171344NAL0007080691001

THE GILLEN BREWER SCHOOL

Name: THE GILLEN BREWER SCHOOL — THE GILLEN BREWER SCHOOL RETIREMENT PLAN, Form 5500 (2023)
Creator: THE GILLEN BREWER SCHOOL

Form 5500

FILING_RECEIVED

THE GILLEN BREWER SCHOOL RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

144

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

/ 100

Grade A

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.

Compliance & integrity

100

Total plan cost

100

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GILLEN BREWER SCHOOL.

Plan sponsor

Name

THE GILLEN BREWER SCHOOL

EIN

13-3764868

Address

410 EAST 92ND STREET · NEW YORK, NY · 10128

Phone

(212) 831-3667

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

2025-04-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11K(0% 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.