Original filing (PDF)20250711092736NAL0010142096001

ST. MARGARET'S HOUSE

Name: ST. MARGARET'S HOUSE — ST. MARGARET'S HOUSE HOUSING DEVELOPMENT FUND CORP 403B PLAN, Form 5500 (2024)
Creator: ST. MARGARET'S HOUSE

Form 5500-SF

FILING_RECEIVED

ST. MARGARET'S HOUSE HOUSING DEVELOPMENT FUND CORP 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 ST. MARGARET'S HOUSE.

Plan sponsor

Name

ST. MARGARET'S HOUSE

EIN

13-2947394

Address

49 FULTON ST · NEW YORK, NY · 10038

Phone

(212) 766-8122

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

2025-07-11

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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