Original filing (PDF)20251030145455NAL0004829842001

BERKSHIRE FARM CENTER 403(B) PLAN

Name: BERKSHIRE FARM CENTER 403(B) PLAN — 403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH, Form 5500 (2023)
Creator: BERKSHIRE FARM CENTER 403(B) PLAN

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN OF BERKSHIRE FARM CENTER & SERVICES FOR YOUTH

403(b) retirement plan

Signals · 1

Late filing · 5.5 mo

Active participants

306

Accounts w/ balance

678

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

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 (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKSHIRE FARM CENTER 403(B) PLAN.

Plan sponsor

Name

BERKSHIRE FARM CENTER 403(B) PLAN

EIN

14-1368125

Address

13640 STATE ROUTE 22 · CANAAN, NY · 120293504

Phone

(518) 781-4567

Industry

Health Care & Social Assistancesee 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

2025-10-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INSURANCE CO	13-1614399	NEW YORK, NY	RECORDKEEPER	$8K	—

Investments

1 pooled fund· $5.2M(73% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 022	Pooled Separate Account	$5.2M	72.6%

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