How big is Charles P. & Margaret E. POLK Foundation's plan?

Charles P. & Margaret E. POLK Foundation's plan reported $1.7M in assets and 51 participants for 2024.

Original filing (PDF)20250611105611NAL0027069696001

Charles P. & Margaret E. POLK Foundation

Name: Charles P. & Margaret E. POLK Foundation — Form 5500 Plan 002 (2024)
Creator: Charles P. & Margaret E. POLK Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles P. and Margaret E. POLK Foundation 401(k) Plan

401(k) retirement plan · Charles P. & Margaret E. POLK Foundation's Charles P. and Margaret E. POLK Foundation 401(k) Plan held $1.7M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Tammy Julian signed Charles P. & Margaret E. POLK Foundation's 2024 Form 5500 as plan administrator.

Tammy Julian — 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

Charles P. & Margaret E. POLK Foundation's EIN is 23-6296772.

EIN 23-6296772

Plan number 002

Plan year 2024

ACK ID 20250611105611NAL0027069696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles P. & Margaret E. POLK Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles P. & Margaret E. POLK Foundation's plan includes a 401(k) feature, profit-sharing, 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 CHARLES P. & MARGARET E. POLK FOUNDATION.

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Plan health score

Above-average plan

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