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Original filing (PDF)20250324195847NAL0013409713001
CONEY ISLAND PREPARATORY CHARTER SCHOOL
Form 5500
FILING_RECEIVED
CONEY ISLAND PREPARATORY CHARTER SCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
234
Accounts w/ balance
206
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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 CONEY ISLAND PREPARATORY CHARTER SCHOOL.
Plan sponsor
Name
CONEY ISLAND PREPARATORY CHARTER SCHOOL
EIN
94-3453217
Address
626 SHEEPSHEAD BAY RD. · SUITE 560 · BROOKLYN, NY · 11224
Phone
(718) 676-1063
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
2025-03-24
Pension benefit codes
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PORTFOLIOS FINANCIAL SERVI | 11-3018002 | HOLBROOK, NY | INVESTMENT ADVISOR | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAGII PENSION SERVICES | — | HAUPPAUGE, NY | CONTRACT ADMIN | $10K | — |
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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