Original filing (PDF)20250812182821NAL0008237457001

THE CARROLL AND MILTON PETRIE FOUNDATION

Name: THE CARROLL AND MILTON PETRIE FOUNDATION — PETRIE FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE CARROLL AND MILTON PETRIE FOUNDATION

Form 5500-SF

FILING_RECEIVED

PETRIE FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

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 THE CARROLL AND MILTON PETRIE FOUNDATION.

Plan sponsor

Name

THE CARROLL AND MILTON PETRIE FOUNDATION

EIN

20-1451752

Address

41 FLATBUSH AVENUE · BROOKLYN, NY · 11217

Phone

(646) 450-2208

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

2024-12-31

Filed

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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