Original filing (PDF)20250313145755NAL0035033808001

SOCIETY OF ST. VINCENT DE PAUL

Name: SOCIETY OF ST. VINCENT DE PAUL — DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF SOCIETY OF ST. VINCENT DE PAUL, Form 5500 (2023)
Creator: SOCIETY OF ST. VINCENT DE PAUL

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF SOCIETY OF ST. VINCENT DE PAUL

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETY OF ST. VINCENT DE PAUL.

Plan sponsor

Name

SOCIETY OF ST. VINCENT DE PAUL

EIN

11-1884961

Address

249 BROADWAY · BETHPAGE, NY · 117143705

Phone

(516) 822-3132

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

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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