Original filing (PDF)20250923065626NAL0006468512002

WEINSTEIN CARNEGIE PHILANTHROPIC GROUP

Name: WEINSTEIN CARNEGIE PHILANTHROPIC GROUP — WEINSTEIN CARNEGIE PHILANTHROPIC GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WEINSTEIN CARNEGIE PHILANTHROPIC GROUP

Form 5500-SF

FILING_RECEIVED

WEINSTEIN CARNEGIE PHILANTHROPIC GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEINSTEIN CARNEGIE PHILANTHROPIC GROUP.

Plan sponsor

Name

WEINSTEIN CARNEGIE PHILANTHROPIC GROUP

EIN

47-2616650all filings

Address

207 FRONT ST. · NEW YORK, NY · 10038

Phone

(212) 473-8080

Industry

Other Services (ex. Public Admin)see all

Plan administrator