Original filing (PDF)20251006124332NAL0006455712001

RITA ALLEN FOUNDATION, INC.

Name: RITA ALLEN FOUNDATION, INC. — RITA ALLEN FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: RITA ALLEN FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

RITA ALLEN FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 RITA ALLEN FOUNDATION, INC..

Plan sponsor

Name

RITA ALLEN FOUNDATION, INC.

EIN

13-6116429

Address

PO BOX 116 · PRINCETON, NJ · 08542

Phone

(609) 683-8010

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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