Original filing (PDF)20250313091117NAL0032683840001

THE STATUE OF LIBERTY - ELLIS

Name: THE STATUE OF LIBERTY - ELLIS — DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC., Form 5500 (2024)
Creator: THE STATUE OF LIBERTY - ELLIS

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 THE STATUE OF LIBERTY - ELLIS.

Plan sponsor

Name

THE STATUE OF LIBERTY - ELLIS

EIN

13-3118415

Address

17 BATTERY PL # 324 · NEW YORK, NY · 100041207

Phone

(212) 561-4500

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

2025-03-13

Pension benefit codes

2G · Total participant-directed accounts

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

2E · Profit-sharing

2T · Default investment account (QDIA)

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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