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Original filing (PDF)20251014100024NAL0002565425001
BROOKLYN LAW SCHOOL
Form 5500
FILING_RECEIVED
BROOKLYN LAW SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
207
Accounts w/ balance
519
Plan assets (EOY)
$191.6M
Net assets (EOY)
$191.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKLYN LAW SCHOOL.
Plan sponsor
Name
BROOKLYN LAW SCHOOL
EIN
23-7227990
Address
250 JORALEMON STREET · BROOKLYN, NY · 112013700
Phone
(718) 780-0318
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $91K | — |
| TIAA | 13-1624203 | — | NONE | $60K | — |
| RSM US LLP | 42-0714325 | — | NONE | $25K | — |
Investments
29 direct securities · 1 pooled fund· $191.4M(100% 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.
Uncategorized
$185.8M
29 holdings
Pooled Separate Account
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $42.5M | 22.2% | |
| TIAA | — | — | — | $38.0M | 19.8% | |
| TIAA | — | — | — | $20.7M | 10.8% | |
| Vanguard | — | — | — | $19.3M | 10.1% | |
| CREF | — | — | — | $9.4M | 4.9% | |
| CREF | — | — | — | $7.7M | 4.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.6M | 2.9% | |
| Vanguard | — | — | — | $5.5M | 2.9% | |
| CREF | — | — | — | $5.2M | 2.7% | |
| CREF | — | — | — | $4.3M | 2.3% | |
| Columbia | — | — | — | $3.5M | 1.8% | |
| Vanguard | — | — | — | $3.4M | 1.8% | |
| Vanguard | — | — | — | $3.2M | 1.7% | |
| Vanguard | — | — | — | $2.8M | 1.5% | |
| CREF | — | — | — | $2.8M | 1.5% | |
| Vanguard | — | — | — | $2.6M | 1.3% | |
| CREF | — | — | — | $2.5M | 1.3% | |
| CREF | — | — | — | $2.5M | 1.3% | |
| MFS | — | — | — | $2.4M | 1.3% | |
| Vanguard | — | — | — | $2.1M | 1.1% | |
| Vanguard | — | — | — | $1.8M | 0.9% | |
| TIAA | — | — | — | $951K | 0.5% | |
| Vanguard | — | — | — | $794K | 0.4% | |
| MFS | — | — | — | $751K | 0.4% | |
| JPMorgan | — | — | — | $507K | 0.3% | |
| Participant Loans | — | — | $0 | $207K | 0.1% | |
| Principal | — | — | — | $165K | <0.1% | |
| TIAA | — | — | — | $142K | <0.1% | |
| PIMCO | — | — | — | $104K | <0.1% | |
| MassMutual | — | — | — | $44K | <0.1% |