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Original filing (PDF)20250610152400NAL0014922145001
THE ACHELIS AND BODMAN FOUNDATION
Form 5500-SF
FILING_RECEIVED
DEFINED CONTRIBUTION PLAN FOR ACHELIS AND BODMAN FOUNDATION
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ACHELIS AND BODMAN FOUNDATION.
Plan sponsor
Name
THE ACHELIS AND BODMAN FOUNDATION
EIN
13-6022018
Address
420 LEXINGTON AVENUE, SUITE 2803 · NEW YORK, NY · 10170
Phone
(212) 644-0322
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
2025-06-10
Pension benefit codes
2C · Money purchase (other than target benefit)
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 providersRelated plans
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