Original filing (PDF)20240130133138NAL0028453520001

BROOKHAVEN FREE LIBRARY

Name: BROOKHAVEN FREE LIBRARY — BROOKHAVEN FREE LIBRARY TIAA-CREF DEFINED CONTRIBUTION, Form 5500 (2022)
Creator: BROOKHAVEN FREE LIBRARY

Form 5500-SF

FILING_RECEIVED

BROOKHAVEN FREE LIBRARY TIAA-CREF DEFINED CONTRIBUTION

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

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 BROOKHAVEN FREE LIBRARY.

Plan sponsor

Name

BROOKHAVEN FREE LIBRARY

EIN

11-1700967

Address

273 BEAVER DAM RD · BROOKHAVEN, NY · 117199640

Phone

(631) 286-1923

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-01-30

Pension benefit codes

2L · 403(b)(1) annuity

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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