Original filing (PDF)20251015130527NAL0009727618001

LEON LEVY FOUNDATION

Name: LEON LEVY FOUNDATION — LEON LEVY FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: LEON LEVY FOUNDATION

Form 5500-SF

FILING_RECEIVED

LEON LEVY FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 LEON LEVY FOUNDATION.

Plan sponsor

Name

LEON LEVY FOUNDATION

DBA

MEREDITH ROSS

EIN

30-6085406

Address

ONE ROCKEFELLER PLAZA · 20TH FLOOR · NEW YORK, NY · 10020

Phone

(212) 455-6233

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

JUSTINE KOCH

EIN

30-6085406

City

NEW YORK, NY

Phone

(212) 455-6233

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

NEW JERSEY HEALTH FOUNDATION

FOUNDATION OF UMDNJ 403B PLAN

$3.9M · 15 participants

SCAN-HARBOR, INC.

SCAN-HARBOR, 401(K) PLAN

$3.9M · 52 participants

B LAB COMPANY

B LAB 403B RETIREMENT PLAN

$3.9M · 86 participants

AMERICAN ROENTGEN RAY SOCIETY

ARRS 401(K) PLAN

$3.9M · 38 participants

WALLACE GLOBAL FUND II

WALLACE GLOBAL FUND II 401(K) PLAN

$3.9M · 8 participants