Original filing (PDF)20250924135115NAL0010693490001

EUGENE V AND CLARE E THAW CHARITABLE TRUST

Name: EUGENE V AND CLARE E THAW CHARITABLE TRUST — EUGENE V AND CLARE E THAW CHARITABLE TRUST DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: EUGENE V AND CLARE E THAW CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

EUGENE V AND CLARE E THAW CHARITABLE TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENE V AND CLARE E THAW CHARITABLE TRUST.

Plan sponsor

Name

EUGENE V AND CLARE E THAW CHARITABLE TRUST

EIN

13-3081491

Address

PO BOX 2422 · SANTA FE, NM · 875042422

Phone

(505) 920-2770

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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

BAY AREA VIDEO COALITION

BAY AREA VIDEO COALITION 403(B) TDA PLAN

$1.4M · 7 participants

ZAKAT FOUNDATION OF AMERICA

ZAKAT FOUNDATION OF AMERICA 401(K) PLAN

$1.4M · 44 participants

CAPITAL AREA UNITED WAY

403(B) THRIFT PLAN FOR EMPLOYEES OF CAPITAL AREA UNITED WAY

$1.4M · 26 participants

GIRL SCOUTS OF KENTUCKIANA, INC.

GIRL SCOUTS OF KENTUCKIANA, INC. 401(K) PLAN

$1.4M · 46 participants

DENVER METRO ASSOCIATION OF REALTORS

DENVER METRO ASSOCIATION OF REALTORS 401(K) PLAN