How big is Mertz Gilmore Foundation's plan?

Mertz Gilmore Foundation's plan reported $2.3M in assets and 11 participants for 2024.

Original filing (PDF)20250725164111NAL0015336402001

Mertz Gilmore Foundation

Name: Mertz Gilmore Foundation — Employee Benefits Plan of, Form 5500 (2024)
Creator: Mertz Gilmore Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee Benefits Plan of Mertz Gilmore Foundation

Defined-contribution retirement plan · Mertz Gilmore Foundation's Employee Benefits Plan of Mertz Gilmore Foundation held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Marion Cappiello signed Mertz Gilmore Foundation's 2024 Form 5500 as plan administrator.

Marion Cappiello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mertz Gilmore Foundation's EIN is 13-2872722.

EIN 13-2872722

Plan number 001

Plan year 2024

ACK ID 20250725164111NAL0015336402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mertz Gilmore Foundation's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERTZ GILMORE 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