Original filing (PDF)20250415162813NAL0003570449001

THE PARK SCHOOL OF BUFFALO

Name: THE PARK SCHOOL OF BUFFALO — PARK SCHOOL OF BUFFALO 403B DC PLAN, Form 5500 (2023)
Creator: THE PARK SCHOOL OF BUFFALO

Form 5500

FILING_RECEIVED

PARK SCHOOL OF BUFFALO 403B DC PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

150

Plan assets (EOY)

$10.5M

Net assets (EOY)

$10.5M

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

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

THE PARK SCHOOL OF BUFFALO

EIN

16-0755814

Address

4625 HARLEM ROAD · SNYDER, NY · 142263814

Phone

(716) 839-1242

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

EFPR GROUP CPAS PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $385K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.