Original filing (PDF)20251205153234NAL0007865490001

THE WHITEMARSH FOUNDATION 403B PLAN

Name: THE WHITEMARSH FOUNDATION 403B PLAN — Form 5500 (2024)
Creator: THE WHITEMARSH FOUNDATION 403B PLAN

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Signals · 1

Late filing · 36.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WHITEMARSH FOUNDATION 403B PLAN.

Plan sponsor

Name

THE WHITEMARSH FOUNDATION 403B PLAN

EIN

02-0545031

Address

PO BOX 538 · LAFAYETTE HILL, PA · 194440538

Phone

(610) 828-5351

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-12-05

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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