· 2022–2024 · DOL EFAST2

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPU — ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250917063717NAL0000203425001

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPU

Form 5500-SF

FILING_RECEIVED

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPUS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

60

Accounts w/ balance

72

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPU.

Plan sponsor

Name

ROBERT AND DOROTHY LUDWIG JCC OF SCHENECTADY ON THE GOLUB FAMILY CAMPU

DBA

CAMPUS, INC.

EIN

14-1343041

Address

2565 BALLTOWN ROAD · SCHENECTADY, NY · 12309

Phone

(518) 377-8803

Industry

Other Services (ex. Public Admin)see 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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

SALEM AREA VISITING NURSE ASSOCIATION

403(B) THRIFT PLAN FOR SALEM AREA VISITING NURSE ASSOCIATION

$1.3M · 19 participants

FLORIDA HOUSING COALITION INC

FLORIDA HOUSING COALITION INC 403B

$1.3M · 22 participants

GREAT RIVER ECONOMIC DEVELOPMENT FOUNDATION

GREAT RIVER ECONOMIC DEVELOPMENT FOUNDATION 401(K) PLAN

$1.3M · 2 participants

RECEIVABLES MANAGEMENT ASSOCIA

RECEIVABLES MANAGEMENT ASSOCIA 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 10 participants

SOUTHEASTERN ELECTRIC EXCHANGE, INC.