Back to filter
Original filing (PDF)20251015080417NAL0004024145001
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
Form 5500
FILING_RECEIVED
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
~96 bps in Sched C fees
Active participants
198
Accounts w/ balance
110
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
80
Knocking points off
- 96 bps in Schedule C fees — 85% above peer band of 52 bps.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENIO MARIA DE HOSTOS CHARTER SCHOOL.
Plan sponsor
Name
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
EIN
16-1588384
Address
27 ZIMBRICH STREET · ROCHESTER, NY · 14621
Phone
(585) 544-6170
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO.LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $687 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | BUFFALO, NY | INVESTMENT ADVISOR | $9K | — |
| OSAIC WEALTH INC. | — | JERSEY CITY, NJ | ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS MARCIANO & ASSOCIATES, INC | 22-2725182 | ROCHESTER, NY | TPA | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.