Original filing (PDF)20250915140412NAL0003133794001

THE CHARLES A. DANA FOUNDATION, INCORPORATED

Name: THE CHARLES A. DANA FOUNDATION, INCORPORATED — THE CHARLES A. DANA FOUNDATION, INCORPORATED PENSION PLAN, Form 5500 (2024)
Creator: THE CHARLES A. DANA FOUNDATION, INCORPORATED

Form 5500-SF

FILING_RECEIVED

THE CHARLES A. DANA FOUNDATION, INCORPORATED PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHARLES A. DANA FOUNDATION, INCORPORATED.

Plan sponsor

Name

THE CHARLES A. DANA FOUNDATION, INCORPORATED

EIN

06-6036761

Address

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

Phone

(212) 401-1649

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

2025-09-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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