How big is William Caspar Graustein Memorial Fund's plan?

William Caspar Graustein Memorial Fund's plan reported $3.6M in assets and 10 participants for 2025.

Original filing (PDF)20260507134646NAL0002915649001

William Caspar Graustein Memorial Fund

Name: William Caspar Graustein Memorial Fund — Form 5500 Plan 001 (2025)
Creator: William Caspar Graustein Memorial Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The William Caspar Graustein Memorial Fund Tax Deferred Annuity Plan

403(b) retirement plan · William Caspar Graustein Memorial Fund's The William Caspar Graustein Memorial Fund Tax Deferred Annuity Plan held $3.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Priscilla Faustini signed William Caspar Graustein Memorial Fund's 2025 Form 5500 as plan administrator.

Priscilla Faustini — 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

William Caspar Graustein Memorial Fund's EIN is 04-6037391.

EIN 04-6037391

Plan number 001

Plan year 2025

ACK ID 20260507134646NAL0002915649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Caspar Graustein Memorial Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Caspar Graustein Memorial Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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