WILLIAM R. KENAN, JR. CHARITABLE TRUST 403(B) PLAN
403(b) retirement plan
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$220K
Net assets (EOY)
$220K
Plan health score
87
/ 100
Grade A
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
55
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILLIAM R. KENAN, JR. CHARITABLE TRUST.
