Original filing (PDF)20251006042507NAL0003227105001

PRESERVATION LEAGUE OF NEW YORK STATE

Name: PRESERVATION LEAGUE OF NEW YORK STATE — PRESERVATION LEAGUE OF NEW YORK STATE ANNUITIES RETIREMENT PLAN, Form 5500 (2024)
Creator: PRESERVATION LEAGUE OF NEW YORK STATE

Form 5500-SF

FILING_RECEIVED

PRESERVATION LEAGUE OF NEW YORK STATE ANNUITIES RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESERVATION LEAGUE OF NEW YORK STATE.

Plan sponsor

Name

PRESERVATION LEAGUE OF NEW YORK STATE

EIN