· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE ROSALINDE AND ARTHUR GILBERT FOUNDATION — THE ROSALINDE AND ARTHUR GILBERT FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610142848NAL0024749216001
THE ROSALINDE AND ARTHUR GILBERT FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE ROSALINDE AND ARTHUR GILBERT FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE ROSALINDE AND ARTHUR GILBERT FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE ROSALINDE AND ARTHUR GILBERT FOUNDATION
EIN
56-2305694
Address
1801 CENTURY PARK EAST · SUITE 2010 · LOS ANGELES, CA · 90067
Phone
(424) 421-7377
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
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NASSAU COUNTY REPUBLICAN COMMITTEE
NASSAU COUNTY REPUBLICAN COMMITTEE PENSION PLAN
$1.6M · 6 participants
HURSTBOURNE COUNTY CLUB INC.
HURSTBOURNE COUNTRY CLUB INC. 401(K) PLAN
$1.6M · 40 participants
LARK ENTERPRISES INC
403(B) THRIFT PLAN OF LARK ENTERPRISES, INC.
$1.6M · 45 participants
KINGSBRIDGE HEIGHTS COMMUNITY
403(B) THRIFT PLAN FOR EMPLOYEES OF KINGSBRIDGE HEIGHTS COMMUNITY CENTER, INC.
$1.6M · 24 participants
THE ARC OF THE SHOALS
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF THE SHOALS
$1.6M · 28 participants
DALLAS JEWISH COMMUNITY FOUNDATION
DALLAS JEWISH COMMUNITY FOUNDATION 403(B) SAVINGS PLAN
$1.6M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
