THE HERITAGE FOUNDATION OF FRA — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE HERITAGE FOUNDATION OF FRANKLIN & WILLIAMSON COUNTY, TENNESSEE, Form 5500 (2024)
403(B) THRIFT PLAN FOR EMPLOYEES OF THE HERITAGE FOUNDATION OF FRANKLIN & WILLIAMSON COUNTY, TENNESSEE
401(k) retirement plan
Signals · 1
Late filing · 2.5 mo
Active participants
9
Accounts w/ balance
16
Plan assets (EOY)
$223K
Net assets (EOY)
$223K
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
90
Total plan cost
n/a
Plan health
74
Vendor & structure
100
Knocking points off
Filed 2.5 months past the 10.5-month grace window.
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 (93rd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HERITAGE FOUNDATION OF FRA.
