Back to filter
Original filing (PDF)20250723120039NAL0005302912001
LEO, CLAIRE & ROBERT ADENBAUM CHARITABLE FOUNDATION
Form 5500-SF
FILING_RECEIVED
ADENBAUM FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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 LEO, CLAIRE & ROBERT ADENBAUM CHARITABLE FOUNDATION.
Plan sponsor
Name
LEO, CLAIRE & ROBERT ADENBAUM CHARITABLE FOUNDATION
EIN
11-6013398
Address
108 LAKESHORE DRIVE, # 1639 · NORTH PALM BEACH, FL · 33408
Phone
(561) 656-2003
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
NEW YORK STATE RESTAURANT ASSOCIATION, INC.
NEW YORK STATE RESTAURANT ASSOCIATION EMPLOYEES' PENSION PLAN
$3.2M · 3 participants
GREATER NEW ORLEANS, INC.
EMPLOYEES' RETIREMENT PLAN OF GREATER NEW ORLEANS, INC.
$3.2M · 23 participants
THE UNIVERSITY OF MONTANA FOUNDATION
THE UNIVERSITY OF MONTANA FOUNDATION TAX-DEFERRED ANNUITY PLAN
$3.2M · 46 participants
MARCELLUS SHALE COALITION
MARCELLUS SHALE COALITION 401K PLAN
$3.2M · 9 participants
THE STONISCH FOUNDATION
THE STONISCH FOUNDATION 401(K) PLAN
$3.2M · 3 participants
SOROPTIMIST INTERNATIONAL OF THE AMERICAS INC
SOROPTIMIST INTERNATIONAL OF THE AMERICAS RETIREMENT PLAN
$3.2M · 26 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants