How big is Community Foundation of Orange & Sullivan's plan?

Community Foundation of Orange & Sullivan's plan reported $361K in assets and 4 participants for 2024.

Original filing (PDF)20251015144056NAL0010126306001

Community Foundation of Orange & Sullivan

Name: Community Foundation of Orange & Sullivan — Form 5500 Plan 003 (2024)
Creator: Community Foundation of Orange & Sullivan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation of Orange County, Inc. 403(b) Thrift Plan

Defined-contribution retirement plan · Community Foundation of Orange & Sullivan's Community Foundation of Orange County, Inc. 403(b) Thrift Plan held $361K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

People on this filing

Elizabeth Rowley signed Community Foundation of Orange & Sullivan's 2024 Form 5500 as plan administrator.

Elizabeth Rowley — 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

Community Foundation of Orange & Sullivan's EIN is 06-1551843.

EIN 06-1551843

Plan number 003

Plan year 2024

ACK ID 20251015144056NAL0010126306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation of Orange & Sullivan's plan includes profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION OF ORANGE & SULLIVAN

EIN

all filings

Address

30 SCOTT'S CORNERS DRIVE, SUITE 203 · MONTGOMERY, NY · 12549

Phone

(845) 769-9393

Industry

Other Services (ex. Public Admin)

Plan administrator