Original filing (PDF)20251017195722NAL0007461617001

ROBERT SCHALKENBACH FOUNDATION

Name: ROBERT SCHALKENBACH FOUNDATION — ROBERT SCHALKENBACH FOUNDATION PENSION PLAN, Form 5500 (2024)
Creator: ROBERT SCHALKENBACH FOUNDATION

Form 5500-SF

FILING_RECEIVED

ROBERT SCHALKENBACH FOUNDATION PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

ROBERT SCHALKENBACH FOUNDATION

EIN

13-1656331all filings

Address

407 NASSAU ST · SUITE 2 · PRINCETON, NJ · 08540

Phone

(973) 434-0005

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

2024-07-01

Tax period

2025-06-30

Filed

2025-10-17

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

GOWER CONVALESCENT CENTER, INC.

GOWER CONVALESCENT CENTER 401(K) PLAN

$932K · 65 participants

BOYS & GIRLS CLUBS OF THE CHATTAHOOCHEE VALLEY

BOYS & GIRLS CLUBS OF THE CHATTAHOOCHEE VALLEY PENSION PLAN

$933K · 25 participants

ALPHA DELTA KAPPA SORORITY INCORPORATED

ALPHA DELTA KAPPA SORORITY INCORPORATED RETIREMENT/401K PLAN

$931K · 9 participants

JEWISH FEDERATION OF NORTHERN NEW JERSEY

FLEXIBLE ANNUITY DC PLAN OF JEWISH FEDERATION OF NORTHERN NEW JERSEY

$933K · 11 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.