Original filing (PDF)20250731121748NAL0008475328001

MERTZ GILMORE FOUNDATION

Name: MERTZ GILMORE FOUNDATION — TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION, Form 5500 (2024)
Creator: MERTZ GILMORE FOUNDATION

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

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

(212) 475-1137

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-31

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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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DEBORDIEU COLONY COMMUNITY ASSOCIAT

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ANCHORUM ST. VINCENT