How big is The Charles A. Dana Foundation, Incorporated's plan?

The Charles A. Dana Foundation, Incorporated's plan reported $11.3M in assets and 18 participants for 2024.

Original filing (PDF)20250915140412NAL0003133794001

The Charles A. Dana Foundation, Incorporated

Name: The Charles A. Dana Foundation, Incorporated — Form 5500 Plan 001 (2024)
Creator: The Charles A. Dana Foundation, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charles A. Dana Foundation, Incorporated Pension Plan

Defined-contribution retirement plan · The Charles A. Dana Foundation, Incorporated's The Charles A. Dana Foundation, Incorporated Pension Plan held $11.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Patricia Scopellito signed The Charles A. Dana Foundation, Incorporated's 2024 Form 5500 as plan administrator.

Patricia Scopellito — 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

The Charles A. Dana Foundation, Incorporated's EIN is 06-6036761.

EIN 06-6036761

Plan number 001

Plan year 2024

ACK ID 20250915140412NAL0003133794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Charles A. Dana Foundation, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Charles A. Dana Foundation, Incorporated's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CHARLES A. DANA FOUNDATION, INCORPORATED.

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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 (99th percentile).

Plan sponsor

Name

THE CHARLES A. DANA FOUNDATION, INCORPORATED

EIN

all filings

Address

1270 AVENUE OF THE AMERICAS 12TH FL · NEW YORK, NY · 10020

Phone

(212) 401-1649

Industry

Other Services (ex. Public Admin)

Plan administrator