Original filing (PDF)20250513104200NAL0011937347001

NEW YORK FOUNDATION, INC.

Name: NEW YORK FOUNDATION, INC. — NEW YORK FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: NEW YORK FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

NEW YORK FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

Top-tier plan health

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 NEW YORK FOUNDATION, INC..

Plan sponsor

Name

NEW YORK FOUNDATION, INC.

EIN

13-5626345

Address

150 W 30TH STREET · STE 1401 · NEW YORK, NY · 10001

Phone

(212) 594-8009

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

2025-05-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

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