Original filing (PDF)20240926144808NAL0001454016001

ZIONIST ORGANIZATION OF AMERICA

Name: ZIONIST ORGANIZATION OF AMERICA — ZIONIST ORGANIZATION OF AMEIRCA, Form 5500 (2023)
Creator: ZIONIST ORGANIZATION OF AMERICA

Form 5500-SF

FILING_RECEIVED

ZIONIST ORGANIZATION OF AMEIRCA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 ZIONIST ORGANIZATION OF AMERICA.

Plan sponsor

Name

ZIONIST ORGANIZATION OF AMERICA

EIN

13-5628475

Address

633 3RD AVE FL 31B · NEW YORK, NY · 100178165

Phone

(212) 481-1500

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-26

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

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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