How big is William Josef Foundation's plan?

William Josef Foundation's plan reported $17K in assets and 1 participants for 2024.

Original filing (PDF)20251010113346NAL0008067633001

William Josef Foundation

Name: William Josef Foundation — WJF 401(k) Plan, Form 5500 (2024)
Creator: William Josef Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WJF 401(k) Plan

401(k) retirement plan · William Josef Foundation's WJF 401(k) Plan held $17K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Richard Tatum signed William Josef Foundation's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

William Josef Foundation's EIN is 20-8075941.

EIN 20-8075941

Plan number 001

Plan year 2024

ACK ID 20251010113346NAL0008067633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Josef Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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