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Original filing (PDF)20250717144511NAL0000248099002

1772 FOUNDATION, INC.

Form 5500-SF
FILING_RECEIVED
1772 FOUNDATION INC 403(B)PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 1772 FOUNDATION, INC..
Plan sponsor
Name
1772 FOUNDATION, INC.
EIN
22-2578377
Address
60 WASHINGTON ST, STE 100 · MORRISTOWN, NJ · 07960
Phone
(973) 539-1800
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
1772 FOUNDATION, INC.
EIN
22-2578377
City
MORRISTOWN, NJ
Phone
(973) 539-1800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
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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