Original filing (PDF)20250611105611NAL0027069696001

CHARLES P. & MARGARET E. POLK FOUNDATION

Name: CHARLES P. & MARGARET E. POLK FOUNDATION — CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES P. & MARGARET E. POLK FOUNDATION

Form 5500-SF

FILING_RECEIVED

CHARLES P. AND MARGARET E. POLK FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CHARLES P. & MARGARET E. POLK FOUNDATION.

Plan sponsor

Name

CHARLES P. & MARGARET E. POLK FOUNDATION

EIN

23-6296772

Address

301 NORTH STREET · MILLERSBURG, PA · 17061

Phone

(717) 692-2613

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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