Original filing (PDF)20251022135011NAL0002154800001

BARKAI FOUNDATION, INC.

Name: BARKAI FOUNDATION, INC. — BARKAI YESHIVAH 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: BARKAI FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

BARKAI YESHIVAH 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 BARKAI FOUNDATION, INC..

Plan sponsor

Name

BARKAI FOUNDATION, INC.

EIN

11-3487526

Address

5302 21ST AVE · BROOKLYN, NY · 112041747

Phone

(718) 998-7473

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

2025-10-22

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)

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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