· 2022–2024 · DOL EFAST2

SETTLEMENT HOUSING FUND, INC. — SETTLEMENT HOUSING FUND, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015173127NAL0005529921001

SETTLEMENT HOUSING FUND, INC.

Form 5500-SF

FILING_RECEIVED

SETTLEMENT HOUSING FUND, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

70

Accounts w/ balance

78

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

52

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SETTLEMENT HOUSING FUND, INC.

EIN

23-7078882

Address

247 W. 37TH STREET · NEW YORK, NY · 10018

Phone

(212) 265-6530

Industry

Real Estatesee 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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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