Original filing (PDF)20250312160353NAL0019300913001

IMOGEN ROCHE FOUNDATION, INC.

Name: IMOGEN ROCHE FOUNDATION, INC. — IMOGEN ROCHE FOUNDATION, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: IMOGEN ROCHE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

IMOGEN ROCHE FOUNDATION, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IMOGEN ROCHE FOUNDATION, INC..

Plan sponsor

Name

IMOGEN ROCHE FOUNDATION, INC.

EIN

83-1897911

Address

25 BROADWAY · 12TH FLOOR · NEW YORK, NY · 10004

Phone

(917) 359-4516

Industry

Health Care & Social Assistancesee 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

2025-03-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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