Original filing (PDF)20250610161000NAL0011711683001

LOCAL 817 WELFARE FUND

Name: LOCAL 817 WELFARE FUND — LOCAL 817 WELFARE FUND 401(K) P/S PLAN, Form 5500 (2024)
Creator: LOCAL 817 WELFARE FUND

Form 5500-SF

FILING_RECEIVED

LOCAL 817 WELFARE FUND 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 LOCAL 817 WELFARE FUND.

Plan sponsor

Name

LOCAL 817 WELFARE FUND

EIN

13-6210566

Address

817 OLD CUTTERMILL RD · GREAT NECK, NY · 11021

Phone

(516) 365-3470

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Information / Tech / Media plans

CEDILLE CHICAGO, NFP

CEDILLE CHICAGO, NFP DEFERRED CONTRIBUTION RETIREMENT PLAN

$2.7M · 8 participants

JAMESTOWN PRODUCTIONS, INC.

JAMESTOWN PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 16 participants

SOUND LOUNGE, LLC

SOUND LOUNGE 401(K) PLAN

$2.6M · 26 participants

QU POS, INC.

QU 401(K) PLAN

$2.8M · 82 participants

SATCH TOURS, INC.

SATCH TOURS, INC. PROFIT SHARING PLAN

$2.5M · 5 participants