How big is The Uncommon Individual Foundation's plan?

The Uncommon Individual Foundation's plan reported $528K in assets and 2 participants for 2024.

Original filing (PDF)20251113091741NAL0000989235001

The Uncommon Individual Foundation

Name: The Uncommon Individual Foundation — The Uncommon, Form 5500 (2024)
Creator: The Uncommon Individual Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Uncommon Individual Foundation 401(k)

401(k) retirement plan · The Uncommon Individual Foundation's The Uncommon Individual Foundation 401(k) held $528K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

People on this filing

Kathleen Baeszler Crenny signed The Uncommon Individual Foundation's 2024 Form 5500 as plan administrator.

Kathleen Baeszler Crenny — 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 Uncommon Individual Foundation's EIN is 22-2741682.

EIN 22-2741682

Plan number 001

Plan year 2024

ACK ID 20251113091741NAL0000989235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Uncommon Individual Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Uncommon Individual Foundation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (100th percentile).

Plan sponsor

Name

THE UNCOMMON INDIVIDUAL FOUNDATION

EIN

all filings

Address

610 OLD LANCASTER ROAD · 2ND FLOOR · BRYN MAWR, PA · 19010

Phone

(610) 308-0400

Industry

Other Services (ex. Public Admin)

Plan administrator