Back to filter
Original filing (PDF)20250305082706NAL0004417939001
BROOKLYN COMMUNITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
BROOKLYN COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
42
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKLYN COMMUNITY FOUNDATION.
Plan sponsor
Name
BROOKLYN COMMUNITY FOUNDATION
EIN
11-3422729
Address
1000 DEAN ST · SUITE 307 · BROOKLYN, NY · 11238
Phone
(718) 480-7501
Industry
Other Services (ex. Public Admin)see 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
2025-03-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial 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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ECONOMIC INNOVATION GROUP INC
ECONOMIC INNOVATION GROUP 401(K) PLAN
$2.2M · 16 participants
BOARD OF TRUSTEES ST LOUIS PAINTERS VACATION PLAN AND TRUST
ST. LOUIS PAINTERS VACATION PLAN AND TRUST AGREEMENT
$2.2M · 2,298 participants
MILWAUKEE HABITAT FOR HUMANITY
MILWAUKEE HABITAT FOR HUMANITY 401(K) PLAN
$2.2M · 80 participants
THE GARY AND MARY WEST CHARITABLE TRUST
THE GARY AND MARY WEST CHARITABLE TRUST 403(B) PLAN
$2.2M · 5 participants
CENTRAL MINNESOTA LEGAL SERVICES
CENTRAL MINNESOTA LEGAL SERVICES 403(B) RETIREMENT PLAN
$2.2M · 41 participants
COLLEGE SPARK WASHINGTON
COLLEGE SPARK WASHINGTON 403B PLAN
$2.2M · 6 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B