How big is The Community Foundation's plan?

The Community Foundation's plan reported $8.5M in assets and 55 participants for 2024.

Original filing (PDF)20250715085945NAL0002958048001

The Community Foundation

Name: The Community Foundation — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: The Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of the Community Foundation

401(k) retirement plan · The Community Foundation's 403(b) Thrift Plan for Employees of the Community Foundation held $8.5M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Cassandra D. Emery signed The Community Foundation's 2024 Form 5500 as plan administrator.

Cassandra D. Emery — 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 Community Foundation's EIN is 23-7009135.

EIN 23-7009135

Plan number 002

Plan year 2024

ACK ID 20250715085945NAL0002958048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Community Foundation's plan includes a 401(k) feature, 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 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

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 (86th percentile).

Plan sponsor

Name

THE COMMUNITY FOUNDATION

EIN

all filings

Address

3409 MOORE ST · RICHMOND, VA · 23230

Phone

(804) 330-7400

Industry

Other Services (ex. Public Admin)

Plan administrator