Original filing (PDF)20250728135530NAL0002142609001

THE COMMUNITY FOUNDATION FOR THE GREATER CAPTIAL REGION

Name: THE COMMUNITY FOUNDATION FOR THE GREATER CAPTIAL REGION — THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION D.C. PLAN, Form 5500 (2024)
Creator: THE COMMUNITY FOUNDATION FOR THE GREATER CAPTIAL REGION

Form 5500-SF

FILING_RECEIVED

THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION D.C. PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 THE COMMUNITY FOUNDATION FOR THE GREATER CAPTIAL REGION.

Plan sponsor

Name

THE COMMUNITY FOUNDATION FOR THE GREATER CAPTIAL REGION

EIN

14-1505623

Address

2 TOWER PLACE · ALBANY, NY · 12203

Phone

(518) 446-9638

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

2025-07-28

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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

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

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