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Original filing (PDF)20251013123916NAL0002831474001
DEVELOPMENT CORPORATION FOR ISRAEL
Form 5500
FILING_RECEIVED
DEVELOPMENT CORPORATION FOR ISRAEL 401K PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
232
Plan assets (EOY)
$62.9M
Net assets (EOY)
$62.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MASSMUTUAL STABLE VALUE CORE (extraction pending)]" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVELOPMENT CORPORATION FOR ISRAEL.
Plan sponsor
Name
DEVELOPMENT CORPORATION FOR ISRAEL
EIN
13-5639495
Address
641 LEXINGTON AVENUE · 9TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 644-2663
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNER AMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | — | NONE | $28K | — |
| RAYMOND JAMES ASSOCIATES INC. | 59-1237041 | — | NONE | $28K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
Investments
13 direct securities · 15 pooled funds· $37.4M(59% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$16.8M
14 holdings
Uncategorized
$12.9M
13 holdings
Pooled Separate Account
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL STABLE VALUE FUND MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 447 | Pooled Separate Account | — | — | $7.7M | 12.2% | |
| PUTNAM LARGE CAP VALUE TRUST PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $3.9M | 6.2% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $2.0M | 3.2% | |
| NUVEEN TIAA LC INDX 2045; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $2.0M | 3.2% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.8M | 2.9% | |
| NUVEEN TIAA LC INDX 2030; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.8M | 2.9% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.6M | 2.5% | |
| NUVEEN TIAA LC INDX 2035; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.4M | 2.1% | |
| NUVEEN TIAA LC INDX 2050; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.3M | 2.1% | |
| NUVEEN TIAA LC INDX 2025; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.2M | 1.9% | |
| NUVEEN TIAA LC INDX 2060; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.1M | 1.7% | |
| NUVEEN TIAA LC INDX 2055; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $1.0M | 1.6% | |
| NUVEEN TIAA LC INDX 2040; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $750K | 1.2% | |
| NUVEEN TIAA LC INDX 2020; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $750K | 1.2% | |
| [DFE: U.S. REIT FUND (extraction pending)] | — | — | — | $366K | 0.6% | |
| PGI CIT U.S. REAL ESTATE SECURITIES PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $366K | 0.6% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $358K | 0.6% | |
| NUVEEN TIAA LC INDX 2015; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $358K | 0.6% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $43K | <0.1% | |
| NUVEEN TIAA LC INDX RIF CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $43K | <0.1% | |
| [DFE: NUVEEN/SEI TRUST COMPANY INVESTMENT TRUST (extraction pending)] | — | — | — | $12K | <0.1% | |
| NUVEEN TIAA LC INDX 2065; CLASS J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $12K | <0.1% |