How big is Grantmakers for Effective Organizations' plan?

Grantmakers for Effective Organizations' plan reported $5.1M in assets and 24 participants for 2025.

Original filing (PDF)20260518163954NAL0000234209001

Grantmakers for Effective Organizations

Name: Grantmakers for Effective Organizations — Form 5500 Plan 001 (2025)
Creator: Grantmakers for Effective Organizations
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grantmakers for Effective Organizations Defined Contribution Retirement Plan

403(b) retirement plan · Grantmakers for Effective Organizations' Grantmakers for Effective Organizations Defined Contribution Retirement Plan held $5.1M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Kelly Wise signed Grantmakers for Effective Organizations' 2025 Form 5500 as plan administrator.

Kelly Wise — Plan Administrator — Form 5500 signer
MILA Yochum — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grantmakers for Effective Organizations' EIN is 01-0669150.

EIN 01-0669150

Plan number 001

Plan year 2025

ACK ID 20260518163954NAL0000234209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Grantmakers for Effective Organizations from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Grantmakers for Effective Organizations' plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

EIN

all filings

Address

1310 L STREET NW · SUITE 650 · WASHINGTON, DC · 20005

Phone

(202) 898-1840

Industry

Other Services (ex. Public Admin)

Plan administrator