Original filing (PDF)20250520095230NAL0004581330001

ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

Name: ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC. — SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC., Form 5500 (2024)
Creator: ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

SECTION 403(B) RETIREMENT PLAN FOR ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC..

Plan sponsor

Name

ADOLPH AND ESTHER GOTTLIEB FOUNDATION, INC.

EIN

13-2853957

Address

380 WEST BROADWAY, 3RD FLOOR · NEW YORK, NY · 10012

Phone

(212) 226-0581

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

2025-05-20

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial 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

Related plans

Similar-size Other Services (ex. Public Admin) plans

CANTON BAPTIST TEMPLE

CANTON BAPTIST TEMPLE RETIREMENT PENSION PLAN

$1.8M · 75 participants

FIRST LITERACY, INC.

FIRST LITERACY 403(B) PLAN

$1.8M · 4 participants

GIRL SCOUTS OF CENTRAL ILLINOIS INC .

GIRL SCOUTS OF CENTRAL ILLINOIS 403B PLAN

$1.8M · 49 participants

COMMUNITY ACTION PROGRAM FOR C

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PROGRAM FOR CENTRAL ARKANSAS, INC.

$1.8M · 113 participants

INTERNATIONAL SOCIAL SERVICE

ISS-USA 403(B) PLAN