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Original filing (PDF)20231016110012NAL0025372387014
GOOD HOPE COUNTRY DAY SCHOOL, INC.
Form 5500
FILING_RECEIVED
GOOD HOPE COUNTRY DAY SCHOOL, INC. DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
54
Accounts w/ balance
127
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
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)
95
/ 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
100
Vendor stack
100
Participation health
100
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 GOOD HOPE COUNTRY DAY SCHOOL, INC..
Plan sponsor
Name
GOOD HOPE COUNTRY DAY SCHOOL, INC.
EIN
67-0253542
Address
6199 CONCORDIA · KINGSHILL, VI · 00850
Phone
(340) 778-1974
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
065
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BERT SMITH & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERT SMITH & CO. | 52-1094722 | WASHINGTON, DC | — | $15K | — |
| MARSHALL & STERLING WEALTH ADVISORS | 14-1759387 | POUGHKEEPSIE, NY | — | $6K | — |
| MARSHALL & STERLING WEALTH ADVISORS | 14-1759387 | POUGHKEEPSIE, NY | — | $6K | — |
| TIAA | 13-1624203 | NEW YORK, NY | — | $5K | — |
Investments
1 pooled fund· $213K(3% 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 |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $213K | 2.7% |