Original filing (PDF)20251008151913NAL0009685552001

THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK

Name: THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK — RETIREMENT PLAN OF THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK, Form 5500 (2024)
Creator: THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK

Form 5500

FILING_RECEIVED

RETIREMENT PLAN OF THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

How this plan invests

This plan

98 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK.

Plan sponsor

Name

THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK

EIN

13-0453095

Address

42 WEST 44TH STREET · NEW YORK, NY · 100366690

Phone

(212) 382-6640

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

2025-10-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

EISNERAMPER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILMINGTON TRUST	51-0055023	WILMINGTON, DE	NONE	$34K	—

Investments

98 direct securities· $6.0M(99% of reported assets)

Other securities

$5.8M

76 holdings

Common Stock

$144K

21 holdings

Cash / Money Market

$11K

1 holding

					% of plan
MetWest	Other securities	—	$1.1M	$1.0M	16.9%
Vanguard	Other securities	—	$1.1M	$939K	15.5%
Wilmington Trust	Other securities	—	$491K	$491K	8.1%
Wilmington Trust	Other securities	—	$202K	$361K	6.0%
iShares	Other securities	—	$188K	$355K	5.9%
Federated	Other securities	—	$378K	$348K	5.8%
iShares	Other securities	—	$162K	$194K	3.2%
iShares	Other securities	—	$223K	$193K	3.2%
Columbia	Other securities	—	$174K	$185K	3.1%
T. Rowe Price	Other securities	—	$110K	$182K	3.0%
iShares	Other securities	—	$162K	$177K	2.9%
WCM	Other securities	—	$86K	$168K	2.8%
Harbor	Other securities	—	$116K	$163K	2.7%
iShares	Other securities	—	$59K	$109K	1.8%
Vanguard	Other securities	—	$101K	$99K	1.6%
Vanguard	Other securities	—	$100K	$97K	1.6%
Cullen	Other securities	—	$83K	$81K	1.3%
Ballie Gifford	Other securities	—	$74K	$79K	1.3%
FullerThaler	Other securities	—	$18K	$19K	0.3%
AMG River	Other securities	—	$15K	$18K	0.3%
U.S. Treasury	Other securities	—	$14K	$15K	0.2%
U.S. Treasury	Other securities	—	$14K	$14K	0.2%
U.S. Treasury	Other securities	—	$14K	$14K	0.2%
U.S. Treasury	Other securities	—	$15K	$14K	0.2%
U.S. Treasury	Other securities	—	$14K	$14K	0.2%
U.S. Treasury	Other securities	—	$14K	$14K	0.2%
U.S. Treasury	Other securities	—	$13K	$13K	0.2%
U.S. Treasury	Other securities	—	$13K	$13K	0.2%
Cash (non-interest bearing)	Cash / Money Market	—	$11K	$11K	0.2%
American Express	Other securities	—	$10K	$10K	0.2%
Bank Nova Scotia	Other securities	—	$10K	$10K	0.2%
Enterprise Products	Other securities	—	$10K	$10K	0.2%
Intel Corp	Common Stock	—	$10K	$10K	0.2%
Bk Montreal	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
Dominion Resources	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
Simon Property Group	Common Stock	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
Morgan Stanley	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$10K	$10K	0.2%
American Honda	Other securities	—	$9K	$10K	0.2%
Goldman Sachs	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$9K	$10K	0.2%
Wells Fargo	Other securities	—	$9K	$10K	0.2%
Bank of America	Other securities	—	$10K	$10K	0.2%
U.S. Treasury	Other securities	—	$9K	$10K	0.2%