Original filing (PDF)20260227161259NAL0000254963001

NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY

Name: NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY — NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY DEFERRED TAX ANNUITY, Form 5500 (2024)
Creator: NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY

Form 5500-SF

FILING_RECEIVED

NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY DEFERRED TAX ANNUITY

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

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 NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY.

Plan sponsor

Name

NEW YORK METROPOLITAN REFERENCE AND RESEARCH LIBRARY AGENCY

EIN

13-6210582

Address

37 WILDFLOWER LN · WANTAGH, NY · 117931212

Phone

(646) 361-4801

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-27

Pension benefit codes

2L · 403(b)(1) annuity

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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