Original filing (PDF)20250604142649NAL0010915905001

FEDERATION OF PROTESTANT WELFA

Name: FEDERATION OF PROTESTANT WELFA — SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF FEDERATION OF PROTESTANT WELFARE AGENCIES, Form 5500 (2024)
Creator: FEDERATION OF PROTESTANT WELFA

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF FEDERATION OF PROTESTANT WELFARE AGENCIES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

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 FEDERATION OF PROTESTANT WELFA.

Plan sponsor

Name

FEDERATION OF PROTESTANT WELFA

EIN

13-5562220

Address

40 BROAD ST FL 5 · NEW YORK, NY · 100042315

Phone

(212) 777-4800

Industry

Health Care & Social Assistancesee 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

2025-06-04

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

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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