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Original filing (PDF)20251015135339NAL0002401011001
BNAI BRITH YOUTH ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
BBYO 403(B) PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
184
Accounts w/ balance
230
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BNAI BRITH YOUTH ORGANIZATION, INC..
Plan sponsor
Name
BNAI BRITH YOUTH ORGANIZATION, INC.
EIN
31-1794932
Address
529 14TH ST NW, SUITE 705 · WASHINGTON, DC · 20045
Phone
(202) 857-6692
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG AND FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MV CAPITAL MANAGEMENT INC. | 52-1480475 | — | INVESTMENT ADVISORY | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $37K | — |
Investments
1 pooled fund· $31K(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $31K | 0.2% |
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