How big is Margulf Foundation's plan?

Margulf Foundation's plan reported $1.0M in assets and 7 participants for 2025.

Original filing (PDF)20260325122124NAL0004202561001

Margulf Foundation

Name: Margulf Foundation — Margulf Foundation 403(b) Plan, Form 5500 (2025)
Creator: Margulf Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margulf Foundation 403(b) Plan

403(b) retirement plan · Margulf Foundation's Margulf Foundation 403(b) Plan held $1.0M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Sonya Marques-Correia signed Margulf Foundation's 2025 Form 5500 as plan administrator.

Sonya Marques-Correia — 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

Margulf Foundation's EIN is 13-2927245.

EIN 13-2927245

Plan number 002

Plan year 2025

ACK ID 20260325122124NAL0004202561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Margulf Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Margulf Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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