Original filing (PDF)20250926144737NAL0004061555001

HERBERT BERGHOF STUDIO, INC.

Name: HERBERT BERGHOF STUDIO, INC. — HB STUDIO 403(B) RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: HERBERT BERGHOF STUDIO, INC.

Form 5500-SF

FILING_RECEIVED

HB STUDIO 403(B) RETIREMENT PLAN & TRUST

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

Plan health score

/ 100

Grade B

Above-average plan

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 HERBERT BERGHOF STUDIO, INC..

Plan sponsor

Name

HERBERT BERGHOF STUDIO, INC.

EIN

13-3735185

Address

120 BANK STREET · NEW YORK, NY · 100142126

Phone

(212) 675-2370

Industry

Educational Servicessee 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

2025-09-26

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

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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