Original filing (PDF)20251015145738NAL0009890946001

RETREAT INC.

Name: RETREAT INC. — 403(B) THRIFT PLAN OF RETREAT INC., Form 5500 (2024)
Creator: RETREAT INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF RETREAT INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 RETREAT INC..

Plan sponsor

Name

RETREAT INC.

EIN

11-2862256

Address

13 GOODFRIEND DR · EAST HAMPTON, NY · 119372584

Phone

(631) 329-4398

Industry

Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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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