How big is The Rhode Island Foundation's plan?

The Rhode Island Foundation's plan reported $17.2M in assets and 66 participants for 2023.

Original filing (PDF)20240731080807NAL0014123379001

The Rhode Island Foundation

Name: The Rhode Island Foundation — Form 5500 (2023)
Creator: The Rhode Island Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · The Rhode Island Foundation held $17.2M in plan assets for 66 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Jennifer REID signed The Rhode Island Foundation's 2023 Form 5500 as plan administrator.

Jennifer REID — 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

The Rhode Island Foundation's EIN is 22-2604963.

EIN 22-2604963

Plan number 001

Plan year 2023

ACK ID 20240731080807NAL0014123379001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Rhode Island Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Rhode Island Foundation's plan includes a 401(k) feature.

Decision-maker contacts

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

Plan sponsor

Name

THE RHODE ISLAND FOUNDATION

EIN

all filings

Address

1 UNION STA · PROVIDENCE, RI · 029031758

Phone

(401) 274-4564

Industry

Other Services (ex. Public Admin)

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 providers

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