Original filing (PDF)20250225142255NAL0018169024001

THE ROYAL OAK FOUNDATION INC

Name: THE ROYAL OAK FOUNDATION INC — THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN, Form 5500 (2024)
Creator: THE ROYAL OAK FOUNDATION INC

Form 5500-SF

FILING_RECEIVED

THE ROYAL OAK FOUNDATION 403(B)7 EMPLOYER MATCH RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 ROYAL OAK FOUNDATION INC.

Plan sponsor

Name

THE ROYAL OAK FOUNDATION INC

EIN

23-7349380

Address

20 W 44TH ST STE 606 · NEW YORK, NY · 100366603

Phone

(212) 480-2889

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

2025-02-25

Pension benefit codes

2G · Total participant-directed accounts

2S · Automatic enrollment

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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