Original filing (PDF)20250630150947NAL0027781906001

NEW ISRAEL FUND

Name: NEW ISRAEL FUND — NEW ISRAEL FUND 403B PLAN, Form 5500 (2024)
Creator: NEW ISRAEL FUND

Form 5500-SF

FILING_RECEIVED

NEW ISRAEL FUND 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 NEW ISRAEL FUND.

Plan sponsor

Name

NEW ISRAEL FUND

EIN

94-2607722

Address

235 MONTGOMERY ST STE 460 · SAN FRANCISCO, CA · 94104

Phone

(415) 543-5055

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

2025-06-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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