· 2022–2024 · DOL EFAST2

TALMUDICAL INSTITUTE OF UPSTATE — TALMUDICAL INSTITUTE OF UPSTATE NY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251207201323NAL0000997922001

TALMUDICAL INSTITUTE OF UPSTATE

Form 5500-SF

FILING_RECEIVED

TALMUDICAL INSTITUTE OF UPSTATE NY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.8 mo

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Above-average plan

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

75

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 10.8 months past the 10.5-month grace window.

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 TALMUDICAL INSTITUTE OF UPSTATE.

Plan sponsor

Name

TALMUDICAL INSTITUTE OF UPSTATE

EIN

16-1032869

Address

759 PARK AVE · ROCHESTER, NY · 14607

Phone

(585) 266-2920

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2025-12-07

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

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