Original filing (PDF)20250821122140NAL0004260737001

AMERICAN FOUNDATION FOR THE UNIV. OF THE WEST INDIES

Name: AMERICAN FOUNDATION FOR THE UNIV. OF THE WEST INDIES — AMERICAN FOUNDATION FOR UNIV. OF WEST INDIES 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN FOUNDATION FOR THE UNIV. OF THE WEST INDIES

Form 5500-SF

FILING_RECEIVED

AMERICAN FOUNDATION FOR UNIV. OF WEST INDIES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN FOUNDATION FOR THE UNIV. OF THE WEST INDIES.

Plan sponsor

Name

AMERICAN FOUNDATION FOR THE UNIV. OF THE WEST INDIES

EIN

13-1947453

Address

767 THIRD AVE. SUITE 301 · NEW YORK, NY · 10017

Phone

(212) 759-9345

Industry

Other Services (ex. Public Admin)see all

Plan administrator