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Original filing (PDF)20250414152648NAL0000870339002
MANLIUS PEBBLE HILL SCHOOL
Form 5500
FILING_RECEIVED
MANLIUS PEBBLE HILL SCHOOL 403(B) DC PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
78
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
2 collective trusts
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)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 MANLIUS PEBBLE HILL SCHOOL.
Plan sponsor
Name
MANLIUS PEBBLE HILL SCHOOL
EIN
16-0973557
Address
5300 JAMESVILLE ROAD · DEWITT, NY · 132142446
Phone
(315) 446-2452
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
2025-04-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 pooled funds· $457K(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $362K | 2.0% |
| MAP CONTRACT SEPARATE ACCOUNTS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | $95K | 0.5% |
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