Original filing (PDF)20250601152752NAL0006101219001

ITTLESON FOUNDATION, INC

Name: ITTLESON FOUNDATION, INC — THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: ITTLESON FOUNDATION, INC

Form 5500-SF

FILING_RECEIVED

THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 ITTLESON FOUNDATION, INC.

Plan sponsor

Name

ITTLESON FOUNDATION, INC

EIN

51-0172757

Address

15 EAST 67TH STREET · NEW YORK, NY · 10021

Phone

(212) 794-2008

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

2025-06-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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