Original filing (PDF)20250514132357NAL0043098594001

NAVAL WAR COLLEGE FOUNDATION

Name: NAVAL WAR COLLEGE FOUNDATION — NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN, Form 5500 (2024)
Creator: NAVAL WAR COLLEGE FOUNDATION

Form 5500-SF

FILING_RECEIVED

NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

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 NAVAL WAR COLLEGE FOUNDATION.

Plan sponsor

Name

NAVAL WAR COLLEGE FOUNDATION

EIN

23-7063084

Address

686 CUSHING ROAD · NEWPORT, RI · 028411213

Phone

(401) 848-8300

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

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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