Original filing (PDF)20250408130346NAL0011143939001

THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC.

Name: THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC. — THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC. TAX-DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC.

Form 5500-SF

FILING_RECEIVED

THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC. TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC..

Plan sponsor

Name

THE COMMON FUND FOR NON-PROFIT ORGANIZATIONS, INC.

EIN

23-7037968

Address

15 OLD DANBURY ROAD · WILTON, CT · 06897

Phone

(203) 563-5000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-08

Pension benefit codes

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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