Original filing (PDF)20250625145720NAL0019066866001

H.J. KALIKOW & CO.

Name: H.J. KALIKOW & CO. — H.J. KALIKOW & CO. 401K PLAN, Form 5500 (2024)
Creator: H.J. KALIKOW & CO.

Form 5500-SF

FILING_RECEIVED

H.J. KALIKOW & CO. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.7M

Net assets (EOY)

$23.7M

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 H.J. KALIKOW & CO..

Plan sponsor

Name

H.J. KALIKOW & CO.

EIN

13-3803203

Address

101 PARK AVENUE · NEW YORK, NY · 101780002

Phone

(212) 808-7000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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