· 2022–2024 · DOL EFAST2

ROBERT SCHALKENBACH FOUNDATION — ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250905104803NAL0010300531001

ROBERT SCHALKENBACH FOUNDATION

Form 5500-SF

FILING_RECEIVED

ROBERT SCHALKENBACH FOUNDATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

7

Accounts w/ balance

6

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

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

65

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

ABERDEEN DEVELOPMENT CORPORATION

ABERDEEN DEVELOPMENT CORPORATION 401K PLAN

$282K · 3 participants

SETDA 401(K) PLAN

$282K · 4 participants

GRASSROOTS LEADERSHIP, INC.

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF GRASSROOTS LEADERSHIP, INC.

$282K · 14 participants

AMERICAN AUSTRALIAN ASSOCIATION, INC.

AMERICAN AUSTRALIAN ASSOCIATION, INC. 403(B) PLAN

$282K · 10 participants

REVOLUTION WORKSHOP

REVOLUTION WORKSHOP 403(B) PLAN

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