Original filing (PDF)20250725164111NAL0015336402001

MERTZ GILMORE FOUNDATION

Name: MERTZ GILMORE FOUNDATION — EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION, Form 5500 (2024)
Creator: MERTZ GILMORE FOUNDATION

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFITS PLAN OF MERTZ GILMORE FOUNDATION

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 MERTZ GILMORE FOUNDATION.

Plan sponsor

Name

MERTZ GILMORE FOUNDATION

EIN

13-2872722

Address

218 E 18TH ST · NEW YORK, NY · 100033605

Phone

(646) 723-2218

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

2025-07-25

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

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

—

Service providers (Schedule C)

Small plans don't disclose service providers

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