How big is Berkshire Taconic Community Foundation's plan?

Berkshire Taconic Community Foundation's plan reported $1.8M in assets and 19 participants for 2024.

Original filing (PDF)20250716105041NAL0004736576001

Berkshire Taconic Community Foundation

Name: Berkshire Taconic Community Foundation — Form 5500 Plan 001 (2024)
Creator: Berkshire Taconic Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkshire Taconic Community Foundation, Inc. 403(b) Plan

403(b) retirement plan · Berkshire Taconic Community Foundation's Berkshire Taconic Community Foundation, Inc. 403(b) Plan held $1.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Joseph Baker signed Berkshire Taconic Community Foundation's 2024 Form 5500 as plan administrator.

Joseph Baker — 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

Berkshire Taconic Community Foundation's EIN is 06-1254469.

EIN 06-1254469

Plan number 001

Plan year 2024

ACK ID 20250716105041NAL0004736576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkshire Taconic Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkshire Taconic Community Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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