Original filing (PDF)20250115105711NAL0021619121001

HOLY NAME PROVINCE FRANCISCAN FRIARS

Name: HOLY NAME PROVINCE FRANCISCAN FRIARS — HOLY NAME PROVINCE LAY EMPLOYEES RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: HOLY NAME PROVINCE FRANCISCAN FRIARS

Form 5500-SF

FILING_RECEIVED

HOLY NAME PROVINCE LAY EMPLOYEES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 HOLY NAME PROVINCE FRANCISCAN FRIARS.

Plan sponsor

Name

HOLY NAME PROVINCE FRANCISCAN FRIARS

EIN

13-5300606

Address

129 W 31ST ST FL 2 · NEW YORK, NY · 100013403

Phone

(646) 473-0265

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

HARVEY VOLUNTEER FIRE COMPANY

HARVEY VOLUNTEER FIRE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

$5.4M · 36 participants

CONSUELO ZOBEL ALGER FOUNDATION

CONSUELO ZOBEL ALGER FOUNDATION 401(K) RETIREMENT PLAN

$5.4M · 8 participants

MIDWEST NEW MEXICO COMMUNITY ACTION PROGRAM

MIDWEST NEW MEXICO COMMUNITY ACTION PROGRAM 403(B) PLAN

$5.4M · 123 participants

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC.

SOUTHWEST BEHAVIORAL HEALTH MANAGEMENT INC. TAX SHELTERED ANNUITY PLAN

$5.4M · 24 participants