Original filing (PDF)20240523095143NAL0008870304001

STAMFORD HEALTHCARE SOCIETY, INC.

Name: STAMFORD HEALTHCARE SOCIETY, INC. — ROBINSON TERRACE MONEY PURCHASE PLAN, Form 5500 (2023)
Creator: STAMFORD HEALTHCARE SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

ROBINSON TERRACE MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAMFORD HEALTHCARE SOCIETY, INC..

Plan sponsor

Name

STAMFORD HEALTHCARE SOCIETY, INC.

EIN

15-0571290all filings

Address

94 MAIN ST · STAMFORD, NY · 121671139

Phone

(607) 652-7263

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-08-18

Filed

2024-05-23

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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