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Sponsor portfolio

WESTCHESTER DAY SCHOOL

EIN 13-2646183-education management-Latest filing 2025
Plans
2
Retirement
2
$14.7M assets
Welfare
0
Participants
193
856 ORIENTA AVENUE - MAMARONECK, NY 10543914-698-8900westchesterday.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#002403b-$8.7M - 73 part#001403b-$6.0M - 120 part

Retirement portfolio analytics

2 plans aggregated / $14.7M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • 403(B) TDA PLAN (#002)59%
  • 403(B) DC PLAN (#001)41%
Total $14.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)120
  • 403(B) TDA PLAN (#002)73
Total 193Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WESTCHESTER DAY SCHOOL 403(B) TDA PLAN

403b

Assets$8.7M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WESTCHESTER DAY SCHOOL 403(B) DC PLAN

403b

Assets$6.0M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTCHESTER DAY SCHOOL 403(B) TDA PLAN403b$8.7M732025
001WESTCHESTER DAY SCHOOL 403(B) DC PLAN403b$6.0M1202025
Retirement plans
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