Original filing (PDF)20250905115912NAL0017167857001

NEAR EAST FOUNDATION

Name: NEAR EAST FOUNDATION — NEAR EAST FOUNDATION 403(B) TDA PLAN, Form 5500 (2024)
Creator: NEAR EAST FOUNDATION

Form 5500-SF

FILING_RECEIVED

NEAR EAST FOUNDATION 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEAR EAST FOUNDATION.

Plan sponsor

Name

NEAR EAST FOUNDATION

EIN

13-1624114

Address

110 WEST FAYETTE STREET · SUITE 710 · SYRACUSE, NY · 13202

Phone

(315) 575-3504

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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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 providers

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