Back to filter
Original filing (PDF)20250501091733NAL0004558384001
TRUAH
Form 5500-SF
FILING_RECEIVED
T'RUAH 403(B) PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
32
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUAH.
Plan sponsor
Name
TRUAH
EIN
45-0464545
Address
266 WEST 37TH STREET, SUITE 803 · NEW YORK, NY · 10018
Phone
(212) 845-5201
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
T'RUAH
EIN
45-0464545
City
NEW YORK, NY
Phone
(212) 845-5201
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
DISTRICT III AREA AGENCY ON AGING
DISTRICT III AREA AGENCY ON AGING RETIREMENT PLAN
$1.7M · 83 participants
STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES
SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF STAPLETON FOUNDATION FOR SUSTAINABLE URBAN COMMUNITIES
$1.7M · 16 participants
SUNSET PARK REDEVELOPMENT COMMITTEE INC.
SUNSET PARK REDEVELOPMENT COMMITTEE INC. 401(K) PLAN
$1.7M · 18 participants
MINSI TRAILS COUNCIL
403(B) THRIFT PLAN FOR EMPLOYEES OF MINSI TRAILS COUNCIL BOY SCOUTS OF AMERICA
$1.7M · 12 participants
ACCESS NORTH CENTER FOR INDEPENDENT LIVING OF NORTHEASTERN MINNESOTA
ACCESS NORTH CENTER FOR INDEPENDENT LIVING OF NORTHEASTERN MN 403B PLAN
$1.7M · 27 participants
ZOLA LEVITT MINISTRIES INC.
ZOLA LEVITT MINISTRIES INC. 401(K) PLAN
$1.7M · 5 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B