Original filing (PDF)20250716104554NAL0003071889001

THE TAFT FOUNDATION

Name: THE TAFT FOUNDATION — THE TAFT FOUNDATION 401K PLAN, Form 5500 (2024)
Creator: THE TAFT FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE TAFT FOUNDATION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$722K

Net assets (EOY)

$722K

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 average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE TAFT FOUNDATION

EIN

20-1232852

Address

530 FIFTH AVENUE · 9TH FLOOR SUITE 805 · NEW YORK, NY · 10036

Phone

(347) 871-4131

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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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PARTNERSHIP FOR POLICY INTEGRITY 403(B) RETIREMENT PLAN

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