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Original filing (PDF)20250404093908NAL0018107296001
JAMES SMITH
Form 5500-SF
FILING_RECEIVED
DARROW SCHOOL 403B DC PLAN 0386442
403(b) retirement plan
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES SMITH.
Plan sponsor
Name
JAMES SMITH
DBA
DARROW SCHOOL
EIN
14-1412457
Address
110 DARROW RD · NEW LEBANON, NY · 121252608
Phone
(518) 704-2743
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-04
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.