Original filing (PDF)20250922101527NAL0004575345001

MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY

Name: MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY — MAKE-A-WISH 403(B) PLAN, Form 5500 (2024)
Creator: MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY

Form 5500-SF

FILING_RECEIVED

MAKE-A-WISH 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY.

Plan sponsor

Name

MAKE-A-WISH FOUNDATION OF PHILA DELAWARE & SUSQUEHANNA VALLEY

EIN

22-2755963

Address

THREE BALA PLAZA WEST, SUITE 700 · 251 ST. ASAPHS ROAD · BALA CYNWYD, PA · 19004

Phone

(215) 987-3123

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

2025-09-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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