Back to filter
Original filing (PDF)20240731080807NAL0014123379001
THE RHODE ISLAND FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE RHODE ISLAND FOUNDATION
401(k) retirement plan
Active participants
66
Accounts w/ balance
87
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
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 THE RHODE ISLAND FOUNDATION.
Plan sponsor
Name
THE RHODE ISLAND FOUNDATION
EIN
22-2604963
Address
1 UNION STA · PROVIDENCE, RI · 029031758
Phone
(401) 274-4564
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
LUIS PALAU EVANGELISTIC ASSOCIATION
LUIS PALAU EVANGELISTIC ASSOCIATION 401(K) PROFIT SHARING PLAN
$17.2M · 63 participants
TEXAS DIABETES & ENDOCRINOLOGY PA
TDE 401(K) PLAN
$17.2M · 109 participants
JACK KENT COOKE FOUNDATION
JACK KENT COOKE FOUNDATION 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN
$17.2M · 67 participants
CROPLIFE AMERICA
CROPLIFE AMERICA 401K PLAN PLUS
$17.1M · 35 participants
NATIONAL ASSOCIATION OF STATE WO
NATIONAL ASSOCIATION OF STATE WORKFORCE AGENCIES RETIREMENT TR
$17.2M · 121 participants
SISKIYOU COMMUNITY HEALTH CENTER
SISKIYOU COMMUNITY HEALTH CENTER, INC. 403(B) PLAN
$17.1M · 238 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B