Original filing (PDF)20250429083954NAL0000295905001

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION

Name: THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION — THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION

Form 5500-SF

FILING_RECEIVED

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION DEFINED CONTRIBUTION 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 THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION.

Plan sponsor

Name

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION

EIN

16-6094785

Address

641 DELAWARE AVENUE · BUFFALO, NY · 142021001

Phone

(716) 884-0095

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

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

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