Original filing (PDF)20251016091003NAL0012358882001

BNAI ZION FOUNDATION

Name: BNAI ZION FOUNDATION — BNAI ZION 403(B) PLAN, Form 5500 (2024)
Creator: BNAI ZION FOUNDATION

Form 5500-SF

FILING_RECEIVED

BNAI ZION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BNAI ZION FOUNDATION.

Plan sponsor

Name

BNAI ZION FOUNDATION

EIN

13-2572288

Address

228 PARK AVE S · SUITE 95730 · NEW YORK, NY · 10003

Phone

(240) 535-0086

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

2025-10-16

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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