How big is Theodore Roosevelt Inaugural SITE Foundation's plan?

Theodore Roosevelt Inaugural SITE Foundation's plan reported $1.2M in assets and 4 participants for 2023.

Original filing (PDF)20250429083954NAL0000295905001

Theodore Roosevelt Inaugural SITE Foundation

Name: Theodore Roosevelt Inaugural SITE Foundation — Form 5500 Plan 001 (2023)
Creator: Theodore Roosevelt Inaugural SITE Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theodore Roosevelt Inaugural SITE Foundation Defined Contribution Plan

403(b) retirement plan · Theodore Roosevelt Inaugural SITE Foundation's Theodore Roosevelt Inaugural SITE Foundation Defined Contribution Plan held $1.2M in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Theodore Roosevelt Inaugural SITE Foundation's EIN is 16-6094785.

EIN 16-6094785

Plan number 001

Plan year 2023

ACK ID 20250429083954NAL0000295905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Theodore Roosevelt Inaugural SITE Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Theodore Roosevelt Inaugural SITE Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THEODORE ROOSEVELT INAUGURAL SITE FOUNDATION

EIN

all filings

Address

641 DELAWARE AVENUE · BUFFALO, NY · 142021001

Phone

(716) 884-0095

Industry

Arts, Entertainment, Recreation

Plan administrator