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Original filing (PDF)20250606132503NAL0021295472001
BRONX CHARTER SCHOOL FOR BETTER LEARNING
Form 5500
FILING_RECEIVED
BRONX CHARTER SCHOOL FOR BETTER LEARNING
403(b) retirement plan
Signals · 3
Late filing · 0.7 mo~102 bps in Sched C feesNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
201
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
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 (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
97
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.7 months past the 10.5-month grace window.
- 102 bps in Schedule C fees — 96% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 BRONX CHARTER SCHOOL FOR BETTER LEARNING.
Plan sponsor
Name
BRONX CHARTER SCHOOL FOR BETTER LEARNING
EIN
26-0061118
Address
3740 BAYCHESTER AVENUE-ANNEX · BRONX, NY · 10466
Phone
(718) 655-6660
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-06-06
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MENGEL, METZGER, BARR & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN MEMBER SECURITIES CORP | 95-3706234 | — | NONE | $59K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $12K | — |
Investments
1 pooled fund· $10K(0% 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 |
|---|---|---|---|
| VALIC GFUA-398 INSTL VALIC · EIN 74-1625348 / PN 019 | Common Collective Trust | $10K | 0.1% |
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