Original filing (PDF)20250605091332NAL0011781969001

THE GOTTESMAN ORGANIZATION INC.

Name: THE GOTTESMAN ORGANIZATION INC. — THE GOTTESMAN ORGANIZATION PENSION PLAN, Form 5500 (2024)
Creator: THE GOTTESMAN ORGANIZATION INC.

Form 5500-SF

FILING_RECEIVED

THE GOTTESMAN ORGANIZATION PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GOTTESMAN ORGANIZATION INC..

Plan sponsor

Name

THE GOTTESMAN ORGANIZATION INC.

EIN

11-2949099

Address

732 SMITHTOWN BYPASS · SUITE 304 · SMITHTOWN, NY · 11787

Phone

(631) 862-9550

Industry

Constructionsee 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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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