Original filing (PDF)20240909102409NAL0002320707001

BOSCOBEL HOUSE AND GARDENS

Name: BOSCOBEL HOUSE AND GARDENS — THE RETIREMENT PLAN OF BOSCOBEL RESTORATION INC., Form 5500 (2023)
Creator: BOSCOBEL HOUSE AND GARDENS

Form 5500-SF

FILING_RECEIVED

THE RETIREMENT PLAN OF BOSCOBEL RESTORATION INC.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSCOBEL HOUSE AND GARDENS.

Plan sponsor

Name

BOSCOBEL HOUSE AND GARDENS

EIN

14-1458845

Address

1601 ROUTE 9D · GARRISON, NY · 10524

Phone

(845) 265-3638

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3475616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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