Original filing (PDF)20250715151412NAL0002256017001

DAVID LYNCH FOUNDATION

Name: DAVID LYNCH FOUNDATION — DAVID LYNCH FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: DAVID LYNCH FOUNDATION

Form 5500-SF

FILING_RECEIVED

DAVID LYNCH FOUNDATION 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 DAVID LYNCH FOUNDATION.

Plan sponsor

Name

DAVID LYNCH FOUNDATION

EIN

83-0436453

Address

685 THIRD AVENUE · 17TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 644-9880

Industry

Educational Servicessee 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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