Original filing (PDF)20250926075409NAL0003886451001

The Community FND for Greater New Haven

Name: The Community FND for Greater New Haven — Form 5500 Plan 003 (2024)
Creator: The Community FND for Greater New Haven
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Community Foundation for Greater New Haven 403(b) Plan

403(b) retirement plan · The Community FND for Greater New Haven's The Community Foundation for Greater New Haven 403(b) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Community FND for Greater New Haven's EIN is 06-6032106.

EIN 06-6032106

Plan number 003

Plan year 2024

ACK ID 20250926075409NAL0003886451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Community FND for Greater New Haven from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Community FND for Greater New Haven's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMMUNITY FND FOR GREATER NEW HAVEN.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

THE COMMUNITY FND FOR GREATER NEW HAVEN

EIN

all filings

Address

70 AUDUBON ST · NEW HAVEN, CT · 065101248

Phone

(203) 777-2386

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-28

Filed

2025-09-26

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

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 providers

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