Original filing (PDF)20251015085456NAL0008725890001

AFTRA RETIREMENT FUND

Name: AFTRA RETIREMENT FUND — AFTRA RETIREMENT FUND UNION STAFF 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AFTRA RETIREMENT FUND

Form 5500-SF

FILING_RECEIVED

AFTRA RETIREMENT FUND UNION STAFF 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

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 AFTRA RETIREMENT FUND.

Plan sponsor

Name

AFTRA RETIREMENT FUND

EIN

13-6414972

Address

1411 BROADWAY STE 1850 · NEW YORK, NY · 100183496

Phone

(212) 499-4944

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRUSTEES OF SHEET METAL WORKER'S UNION LOCAL 29 DISABILITY TRUST

SHEET METAL WORKER'S UNION LOCAL 29 DISABILITY TRUST FUND

$979K · 183 participants

NUFORCE, LLC DBA NUCLEUS HEALTHCARE

NUCLEUS HEALTHCARE 401(K) PLAN

$956K · 19 participants

AGMA HEALTH FUND

AGMA HEALTH FUND 401(K) PLAN

$987K · 5 participants

TEXAS LEGAL PROTECTION PLAN, INC.

TLPP 401(K) PLAN

$948K · 13 participants

KANSAS ALL-INDUSTRY PLACEMENT FACILITY

INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN