Original filing (PDF)20251013121637NAL0000590835001

Hebrew Home for the AGED at Riverdale

Name: Hebrew Home for the AGED at Riverdale — Hebrew Home, Form 5500 (2024)
Creator: Hebrew Home for the AGED at Riverdale
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hebrew Home for the AGED at Riverdale Retirement Income Plan

Defined-benefit pension plan · Hebrew Home for the AGED at Riverdale's Hebrew Home for the AGED at Riverdale Retirement Income Plan held $21.4M in plan assets for 38 participants in 2024, with Principal as recordkeeper.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21.4M

Net assets (EOY)

$21.4M

How this plan invests

This plan

1 pooled trust

Schedule D

17 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

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

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEBREW HOME FOR THE AGED AT RIVERDALE.

Plan sponsor

Name

HEBREW HOME FOR THE AGED AT RIVERDALE

EIN

13-1739971all filings

Address

5901 PALISADE AVENUE · RIVERDALE, NY · 10471

Phone

(718) 581-1000

Industry

Health Care & Social Assistance

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(866) 233-4015

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$10K	—
PRUDENTIAL RETIREMENT INSURANCE	06-1050034	—	CONTACT ADMINISTRATOR	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENT FINANCIAL PARTNERS

Investments

17 direct securities · 1 pooled fund· $21.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$16.4M

11 holdings

Other securities

$4.5M

5 holdings

Pooled Separate Accounts

$521K

1 holding

Pooled Separate Account

$521K

1 holding

					% of plan
Pimco Funds Pimco Inv Gd Credi Bd Instl Fd	Mutual Funds	—	$3.7M	$3.5M	16.3%
Pimco Funds Pimco Long Dur Ttl Ret Inst Fd	Mutual Funds	—	$3.6M	$3.0M	14.1%
Calamos Funds Calamos Mrkt Neutral Inc. A Fd	Mutual Funds	—	$2.4M	$2.7M	12.4%
MFS Investment Management MFS Intl Diversification R3 Fd	Mutual Funds	—	$2.0M	$1.9M	8.8%
MainStay Funds MainStay Winslow Large Cap Growth I Fd	Other securities	—	$1.5M	$1.7M	8.1%
Vanguard Group Vanguard Dividend Growth Inv Fund	Mutual Funds	—	$1.2M	$1.7M	7.9%
Deutsche DWS RREEF Real Assets A Fund	Other securities	—	$1.8M	$1.7M	7.9%
MFS Investment Management MFS Value R3 Fund	Mutual Funds	—	$1.8M	$1.7M	7.8%
Pimco Funds Pimco Income Institutional Fd	Mutual Funds	—	$938K	$884K	4.1%
* Principal Life Insurance Company Prin Liquid Assets Sep Acct	Pooled Separate Accounts	—	$517K	$521K	2.4%
PRIN MONEY MARKET SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$521K	2.4%
Carillon Family of Funds Carillon Scout Mid Cap R5 Fund	Other securities	—	$488K	$476K	2.2%
Osterweis Strategic Income Fd	Other securities	—	$340K	$333K	1.6%
Lord Abbett Lord Abbett Short Duration Inc R4 Fd	Mutual Funds	—	$347K	$333K	1.6%
Harding Loevner Harding Loevner LP Frontier Emerging Markets Fund	Other securities	—	$242K	$281K	1.3%
Oppenheimer Inv Dev Mark Y Fd	Mutual Funds	—	$252K	$276K	1.3%
Vanguard Group Vanguard Sm Cap Index Adm Fund	Mutual Funds	—	$138K	$235K	1.1%
Oppenheimer Inv Discov Y Fd	Mutual Funds	—	$187K	$229K	1.1%