Original filing (PDF)20250630114831NAL0016313680001

BRYAN AREA FOUNDATION

Name: BRYAN AREA FOUNDATION — BRYAN AREA FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: BRYAN AREA FOUNDATION

Form 5500-SF

FILING_RECEIVED

BRYAN AREA FOUNDATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRYAN AREA FOUNDATION.

Plan sponsor

Name

BRYAN AREA FOUNDATION

EIN

23-7041310

Address

124 S. LYNN STREET · BRYAN, OH · 43506

Phone

(419) 633-1156

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

FLYWHEEL SOCIAL ENTERPRISE HUB

403(B) PLAN FOR FLYWHEEL SOCIAL ENTERPRISE HUB

$76K · 2 participants

NEW HAVEN WORKS, INC

NEW HAVEN WORKS INC - 401K

$76K · 14 participants

RISE GATHERINGS

RISE GATHERINGS 401(K) PLAN

$76K · 3 participants

KANSAS STATE HISTORICAL SOCIETY, INC.

KSHS, INC. RETIREMENT PLAN

$76K · 3 participants

MCELHATTAN FOUNDATION

MCELHATTAN FOUNDATION 403(B) PLAN

$76K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.