How big is Poughkeepsie Day School's plan?

Poughkeepsie Day School's plan reported $7.8M in assets and 10 participants for 2024.

Original filing (PDF)20260202120347NAL0000645651002

Poughkeepsie Day School

Name: Poughkeepsie Day School — Poughkeepsie Day School, Form 5500 (2024)
Creator: Poughkeepsie Day School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poughkeepsie Day School 403(b) Plan

403(b) retirement plan · Poughkeepsie Day School's Poughkeepsie Day School 403(b) Plan held $7.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan identifiers

Poughkeepsie Day School's EIN is 14-1364581.

EIN 14-1364581

Plan number 001

Plan year 2024

ACK ID 20260202120347NAL0000645651002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poughkeepsie Day School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poughkeepsie Day School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POUGHKEEPSIE DAY SCHOOL.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

POUGHKEEPSIE DAY SCHOOL

EIN

all filings

Address

260 BOARDMAN RD · POUGHKEEPSIE, NY · 126034265

Phone

(845) 462-7600

Industry

Educational Services

Plan administrator