How big is Coast Guard Foundation, Inc.'s plan?

Coast Guard Foundation, Inc.'s plan reported $4.0M in assets and 21 participants for 2024.

Original filing (PDF)20250725133847NAL0017270882002

Coast Guard Foundation, Inc.

Name: Coast Guard Foundation, Inc. — Coast Guard, Form 5500 (2024)
Creator: Coast Guard Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coast Guard Foundation Defined Contribution Retirement Plan

401(k) retirement plan · Coast Guard Foundation, Inc.'s Coast Guard Foundation Defined Contribution Retirement Plan held $4.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Susan Ludwig signed Coast Guard Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Susan Ludwig — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Coast Guard Foundation, Inc.'s EIN is 04-2899862.

EIN 04-2899862

Plan number 003

Plan year 2024

ACK ID 20250725133847NAL0017270882002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coast Guard Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coast Guard Foundation, Inc.'s plan includes a 401(k) feature, a 403(b) annuity.

Decision-maker contacts

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

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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