How big is Berks County Community Foundation's plan?

Berks County Community Foundation's plan reported $2.2M in assets and 12 participants for 2024.

Original filing (PDF)20260116123747NAL0018354161001

Berks County Community Foundation

Name: Berks County Community Foundation — Section 403(b), Form 5500 (2024)
Creator: Berks County Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Section 403(b) Retirement Plan for Berks County Community Foundation

403(b) retirement plan · Berks County Community Foundation's Section 403(b) Retirement Plan for Berks County Community Foundation held $2.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Frances Aitken signed Berks County Community Foundation's 2024 Form 5500 as plan administrator.

Frances Aitken — 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

Berks County Community Foundation's EIN is 23-2769892.

EIN 23-2769892

Plan number 001

Plan year 2024

ACK ID 20260116123747NAL0018354161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Berks County Community Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKS COUNTY COMMUNITY 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