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Original filing (PDF)20250410145928NAL0011849315001
BRONX CHARTER SCHOOL FOR EXCELLENCE
Form 5500
FILING_RECEIVED
BRONX CHARTER SCHOOL FOR EXCELLENCE 403(B) DEFERRED COMPENSATION PLAN
403(b) retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
294
Accounts w/ balance
478
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 247% above peer band of 29 bps.
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 EXCELLENCE.
Plan sponsor
Name
BRONX CHARTER SCHOOL FOR EXCELLENCE
EIN
45-0507998
Address
1960 BENEDICT AVENUE · BRONX, NY · 10462
Phone
(718) 828-7301
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
2025-04-10
Pension benefit codes
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MENGEL METZGER BARR & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES INC | 13-3180178 | — | THIRD PARTY ADMINISTRATO | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADV | $31K | — |
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.
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