Back to filter
Original filing (PDF)20250619071454NAL0002965553001
LIBRA FOUNDATION
Form 5500-SF
FILING_RECEIVED
LIBRA FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
7
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIBRA FOUNDATION.
Plan sponsor
Name
LIBRA FOUNDATION
EIN
04-6626994
Address
PO BOX 17516, · PORTLAND, ME · 041128516
Phone
(207) 879-6280
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
2025-06-19
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO
GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN
$8.5M · 529 participants
THE COMMUNITY FOUNDATION
403(B) THRIFT PLAN FOR EMPLOYEES OF THE COMMUNITY FOUNDATION
$8.5M · 55 participants
NINA MASON PULLIAM CHARITABLE TRUST
NINA MASON PULLIAM CHARITABLE TRUST RETIREMENT SAVINGS PLAN
$8.5M · 16 participants
METHODIST CHURCH HOME
METHODIST CHURCH HOME FOR THE AGED 403(B) PLAN
$8.5M · 170 participants
THE MACKINAC CENTER FOR PUBLIC POLICY
THE MACKINAC CENTER FOR PUBLIC POLICY 403(B) RETIREMENT PLAN
$8.5M · 48 participants
NATIONAL MERIT SCHOLARSHIP CORPORATION
NATIONAL MERIT SCHOLARSHIP CORPORATION 403(B) RETIREMENT PLAN
$8.5M · 27 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
