Original filing (PDF)20260129103303NAL0005419473001

MILBANK MEMORIAL FUND

Name: MILBANK MEMORIAL FUND — MILBANK MEMORIAL FUND RETIREMENT PLAN, Form 5500 (2024)
Creator: MILBANK MEMORIAL FUND

Form 5500-SF

FILING_RECEIVED

MILBANK MEMORIAL FUND RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILBANK MEMORIAL FUND.

Plan sponsor

Name

MILBANK MEMORIAL FUND

EIN

13-5562282

Address

1001 AVENUE OF THE AMERICAS STE 503 · NEW YORK, NY · 100185460

Phone

(212) 355-8400

Industry

Other Services (ex. Public Admin)see 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

2026-01-29

Pension benefit codes

2L · 403(b)(1) annuity

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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