Original filing (PDF)20250407144705NAL0032959490001

THE GENEVA SCHOOL OF MANHATTAN

Name: THE GENEVA SCHOOL OF MANHATTAN — THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN, Form 5500 (2023)
Creator: THE GENEVA SCHOOL OF MANHATTAN

Form 5500-SF

FILING_RECEIVED

THE GENEVA SCHOOL OF MANHATTAN 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GENEVA SCHOOL OF MANHATTAN.

Plan sponsor

Name

THE GENEVA SCHOOL OF MANHATTAN

EIN

13-3887484

Address

138 WEST 90TH STREET · NEW YORK, NY · 10024

Phone

(212) 754-9988

Industry

Educational Servicessee 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

2025-04-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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