How big is Civitan Foundation Inc.'s plan?

Civitan Foundation Inc.'s plan reported $679K in assets and 253 participants for 2024.

Original filing (PDF)20250702121101NAL0007301523004

Civitan Foundation Inc.

Name: Civitan Foundation Inc. — Civitan Foundation, Inc., Form 5500 (2024)
Creator: Civitan Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Civitan Foundation, Inc. 401(k) Plan

401(k) retirement plan · Civitan Foundation Inc.'s Civitan Foundation, Inc. 401(k) Plan held $679K in plan assets for 253 participants in 2024.

Signals · 1

No auditor on file

Active participants

253

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

People on this filing

DAWN Trapp signed Civitan Foundation Inc.'s 2024 Form 5500 as plan administrator.

DAWN Trapp — 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

Civitan Foundation Inc.'s EIN is 23-7036797.

EIN 23-7036797

Plan number 001

Plan year 2024

ACK ID 20250702121101NAL0007301523004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Civitan Foundation Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 CIVITAN FOUNDATION INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score