Original filing (PDF)20250605143015NAL0008545571001

THE LIZ CLAIBORNE AND ART ORTENBERG FOUNDATION

Name: THE LIZ CLAIBORNE AND ART ORTENBERG FOUNDATION — LIZ CLAIBORNE ART ORTENBERG FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: THE LIZ CLAIBORNE AND ART ORTENBERG FOUNDATION

Form 5500-SF

FILING_RECEIVED

LIZ CLAIBORNE ART ORTENBERG FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 LIZ CLAIBORNE AND ART ORTENBERG FOUNDATION.

Plan sponsor

Name

THE LIZ CLAIBORNE AND ART ORTENBERG FOUNDATION

EIN

13-3200329

Address

1385 BROADWAY · 23RD FL. · NEW YORK, NY · 10018

Phone

(212) 697-1000

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

2025-06-05

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

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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