Original filing (PDF)20250813110318NAL0004842131001

BETH MORRISON PROJECT 403(B) PLAN

Name: BETH MORRISON PROJECT 403(B) PLAN — BETH MORRISON PROJECTS 403(B) PLAN, Form 5500 (2024)
Creator: BETH MORRISON PROJECT 403(B) PLAN

Form 5500-SF

FILING_RECEIVED

BETH MORRISON PROJECTS 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan health score

/ 100

Grade B

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETH MORRISON PROJECT 403(B) PLAN.

Plan sponsor

Name

BETH MORRISON PROJECT 403(B) PLAN

EIN

20-8422447

Address

138 SOUTH OXFORD ST SUITE 1C · BROOKLYN, NY · 11217

Phone

(646) 682-7181

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-08-13

Pension benefit codes

2E · Profit-sharing

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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