How big is Robert Schalkenbach Foundation's plan?

Robert Schalkenbach Foundation's plan reported $282K in assets and 7 participants for 2024.

Original filing (PDF)20250905104803NAL0010300531001

Robert Schalkenbach Foundation

Name: Robert Schalkenbach Foundation — Robert Schalkenbach, Form 5500 (2024)
Creator: Robert Schalkenbach Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Schalkenbach Foundation 401(k) Profit Sharing Plan

401(k) retirement plan · Robert Schalkenbach Foundation's Robert Schalkenbach Foundation 401(k) Profit Sharing Plan held $282K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

Plan identifiers

Robert Schalkenbach Foundation's EIN is 13-1656331.

EIN 13-1656331

Plan number 003

Plan year 2024

ACK ID 20250905104803NAL0010300531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Schalkenbach Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Schalkenbach Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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