How big is Rowland Reading Foundation's plan?

Rowland Reading Foundation's plan reported $533K in assets and 2 participants for 2024.

Original filing (PDF)20250919145050NAL0003210995001

Rowland Reading Foundation

Name: Rowland Reading Foundation — Rowland Reading, Form 5500 (2024)
Creator: Rowland Reading Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rowland Reading Foundation 401(k) Plan

401(k) retirement plan · Rowland Reading Foundation's Rowland Reading Foundation 401(k) Plan held $533K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

People on this filing

Catharine Waller signed Rowland Reading Foundation's 2024 Form 5500 as plan administrator.

Catharine Waller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rowland Reading Foundation's EIN is 20-0514798.

EIN 20-0514798

Plan number 001

Plan year 2024

ACK ID 20250919145050NAL0003210995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rowland Reading Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rowland Reading Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROWLAND READING 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 (99th percentile).

Plan sponsor

Name

ROWLAND READING FOUNDATION

EIN

all filings

Address

6120 UNIVERSITY AVENUE · MIDDLETON, WI · 53562

Phone

(608) 441-5555

Industry

Information / Tech / Media

Plan administrator