Original filing (PDF)20250415143535NAL0001476867001

THE IDEAL SCHOOL OF MANHATTAN

Name: THE IDEAL SCHOOL OF MANHATTAN — THE IDEAL SCHOOL OF MANHATTAN TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: THE IDEAL SCHOOL OF MANHATTAN

Form 5500

FILING_RECEIVED

THE IDEAL SCHOOL OF MANHATTAN TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

157

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE IDEAL SCHOOL OF MANHATTAN.

Plan sponsor

Name

THE IDEAL SCHOOL OF MANHATTAN

EIN

76-0800603

Address

5 HANOVER SQUARE · NEW YORK, NY · 10004

Phone

(212) 769-1699

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12K(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.