Original filing (PDF)20251103110122NAL0015136530001

Bronx Parent Housing Network, Inc. DBA Housing Solutions of New York

Name: Bronx Parent Housing Network, Inc. DBA Housing Solutions of New York — Form 5500 Plan 002 (2024)
Creator: Bronx Parent Housing Network, Inc. DBA Housing Solutions of New York
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Housing Solutions of New York 403(b) Plan

403(b) retirement plan · Bronx Parent Housing Network, Inc. DBA Housing Solutions of New York's Housing Solutions of New York 403(b) Plan held $5.1M in plan assets for 439 participants in 2024, with Empower as recordkeeper.

Signals · 1

~128 bps in Sched C fees

Active participants

439

Accounts w/ balance

399

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRONX PARENT HOUSING NETWORK, INC. DBA HOUSING SOLUTIONS OF NEW YORK.

Plan sponsor

Name

BRONX PARENT HOUSING NETWORK, INC. DBA HOUSING SOLUTIONS OF NEW YORK

DBA

DBA HOUSING SOLUTIONS OF NEW YORK

EIN

13-4100758all filings

Address

488 E. 164TH ST. · MANAGEMENT SUITE · BRONX, NY · 10456

Phone

(347) 271-8257

Industry

Other Services (ex. Public Admin)

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

2025-11-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

COHNREZNICK LLP

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	RECORDKEEPER INV MANAGER	$10K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

27 direct securities· $5.6M(100% of reported assets)

Mutual Funds

$3.8M

20 holdings

Bonds / Notes

$975K

2 holdings

Common Collective Trusts

$685K

2 holdings

Other securities

$121K

3 holdings

					% of plan
PGIM Total Return Bond R6 Mutual Fund 904 * EI Fixed Acct Series Class II Fixed Intrest-Int 2.85%	Bonds / Notes	—	—	$503K	9.8%
Notes receivable from participants Due at various dates through 2029 Interest rate ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$472K	9.2%
Fidelity Freedom Index 2045 Instl Prem Mutual Fund	Mutual Funds	—	—	$444K	8.6%
Fidelity Freedom Indx 2045 Mutual Fund	Mutual Funds	—	—	$443K	8.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$436K	8.5%
Fidelity Freedom Index 2050 Instl Prem Mutual Fund	Mutual Funds	—	—	$426K	8.3%
Fidelity Freedom Index 2055 Instl Prem Mutual Fund	Mutual Funds	—	—	$395K	7.7%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$320K	6.2%
Fidelity Freedom Index 2060 Instl Prem Mutual Fund	Mutual Funds	—	—	$300K	5.8%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$266K	5.2%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$264K	5.2%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$264K	5.1%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$249K	4.8%
Fidelity Freedom Index 2040 Instl Prem Mutual Fund	Mutual Funds	—	—	$153K	3.0%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$146K	2.8%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$95K	1.9%
Fidelity Freedom Index 2020 Instl Prem Mutual Fund	Mutual Funds	—	—	$83K	1.6%
Fidelity Inflation Protected Bond Index Mutual Fund	Mutual Funds	—	—	$68K	1.3%
PGIM Global Total Return R6 Mutual Fund	Other securities	—	—	$59K	1.2%
Fidelity Freedom Index 2065 Instl Prem Mutual Fund	Mutual Funds	—	—	$46K	0.9%
PGIM US Real Estate R6 Mutual Fund	Other securities	—	—	$39K	0.8%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$22K	0.4%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$22K	0.4%
Janus Henderson Multi-Sector Income N Mutual Fund	Mutual Funds	—	—	$17K	0.3%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$13K	0.3%
Fidelity Freedom Index 2035 Instl Prem Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Putnam Large Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%