How big is The Community Foundation's plan?

The Community Foundation's plan reported $130K in assets and 20 participants for 2024.

Original filing (PDF)20250715091157NAL0001187555001

The Community Foundation

Name: The Community Foundation — 401(a) Profit-Sharing, Form 5500 (2024)
Creator: The Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(a) Profit-Sharing Plan for Employees of the Community Foundation

401(k) retirement plan · The Community Foundation's 401(a) Profit-Sharing Plan for Employees of the Community Foundation held $130K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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 003

Plan year 2024

ACK ID 20250715091157NAL0001187555001

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 profit-sharing, 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.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

THE COMMUNITY FOUNDATION

EIN

all filings

Address

3409 MOORE ST · RICHMOND, VA · 232304443

Phone

(804) 330-7400

Industry

Other Services (ex. Public Admin)

Plan administrator