Original filing (PDF)20250618124327NAL0005785810001

BEDFORD ASSOCIATES

Name: BEDFORD ASSOCIATES — BEDFORD ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BEDFORD ASSOCIATES

Form 5500-SF

FILING_RECEIVED

BEDFORD ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 BEDFORD ASSOCIATES.

Plan sponsor

Name

BEDFORD ASSOCIATES

EIN

11-2496927

Address

20 OCEAN COURT · BROOKLYN, NY · 11223

Phone

(718) 339-8301

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Real Estate plans

LALEZARIAN DEVELOPERS INC

LALEZARIAN DEVELOPERS INC 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 31 participants

NEW YORK SPACES, INC.

NEW YORK SPACES, INC. 401(K) PS PLAN

$2.3M · 37 participants

LAUREL STREET RESIDENTIAL LLC

LAUREL STREET RESIDENTIAL 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 118 participants

JAY ODOM GROUP LLC

THE JAY ODOM GROUP LLC PENSION PLAN

$2.3M · 12 participants

ANCONA ESCROW INC

ANCONA ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST