Original filing (PDF)20250711085938NAL0004573507001

MATTITUCK LAUREL LIBRARY

Name: MATTITUCK LAUREL LIBRARY — MATTITUCK LAUREL LIBRARY 403(B) DC PLAN, Form 5500 (2024)
Creator: MATTITUCK LAUREL LIBRARY

Form 5500-SF

FILING_RECEIVED

MATTITUCK LAUREL LIBRARY 403(B) DC PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$873K

Net assets (EOY)

$873K

Plan health score

/ 100

Grade A

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATTITUCK LAUREL LIBRARY.

Plan sponsor

Name

MATTITUCK LAUREL LIBRARY

EIN

11-1677136

Address

13900 MAIN RD · MATTITUCK, NY · 119523211

Phone

(631) 298-4134

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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