How big is Vermont Community Foundation, Inc.'s plan?

Vermont Community Foundation, Inc.'s plan reported $5.3M in assets and 42 participants for 2024.

Original filing (PDF)20250602081102NAL0027303074001

Vermont Community Foundation, Inc.

Name: Vermont Community Foundation, Inc. — Vermont Communi, Form 5500 (2024)
Creator: Vermont Community Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vermont Community Foundation, Inc. 403(b) Plan

403(b) retirement plan · Vermont Community Foundation, Inc.'s Vermont Community Foundation, Inc. 403(b) Plan held $5.3M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Vermont Community Foundation, Inc.'s EIN is 22-2712160.

EIN 22-2712160

Plan number 001

Plan year 2024

ACK ID 20250602081102NAL0027303074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vermont Community Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vermont Community Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

VERMONT COMMUNITY FOUNDATION, INC.

EIN

all filings

Address

3 COURT STREET · MIDDLEBURY, VT · 05753

Phone

(802) 388-3355

Industry

Other Services (ex. Public Admin)

Plan administrator