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THE RHODE ISLAND FOUNDATION — 403(B) THRIFT PLAN OF THE RHODE ISLAND FOUNDATION, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250707105142NAL0001922243001
THE RHODE ISLAND FOUNDATION
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN OF THE RHODE ISLAND FOUNDATION
401(k) retirement plan
Active participants
67
Accounts w/ balance
89
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE RHODE ISLAND FOUNDATION
.
Find decision makers
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
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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