Original filing (PDF)20250715214957NAL0005528498001

NEW WORLD FOUNDATION

Name: NEW WORLD FOUNDATION — NEW WORLD FOUNDATION MONEY PURCHASE PLAN, Form 5500 (2023)
Creator: NEW WORLD FOUNDATION

Form 5500-SF

FILING_RECEIVED

NEW WORLD FOUNDATION MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

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 NEW WORLD FOUNDATION.

Plan sponsor

Name

NEW WORLD FOUNDATION

EIN

13-1919791

Address

627 WEST END AVE · NEW YORK, NY · 10024

Phone

(212) 497-3478

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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