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UNION SQUARE PARTNERSHIP — UNION SQUARE PARTNERSHIP 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250602142812NAL0006631155001
UNION SQUARE PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
UNION SQUARE PARTNERSHIP 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.6 mo
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
88
/ 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
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNION SQUARE PARTNERSHIP
.
Find decision makers
Plan sponsor
Name
UNION SQUARE PARTNERSHIP
EIN
13-3202710
Address
4 IRVING PLACE, ROOM 1148-S · NEW YORK, NY · 10003
Phone
(212) 370-1111
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-06-02
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 0.6 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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