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NAVAL WAR COLLEGE FOUNDATION — NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514132357NAL0043098594001
NAVAL WAR COLLEGE FOUNDATION
Form 5500-SF
FILING_RECEIVED
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN
403(b) retirement plan
Active participants
13
Accounts w/ balance
22
Plan assets (EOY)
$986K
Net assets (EOY)
$986K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NAVAL WAR COLLEGE FOUNDATION
.
Find decision makers
Plan sponsor
Name
NAVAL WAR COLLEGE FOUNDATION
EIN
23-7063084
Address
686 CUSHING ROAD · NEWPORT, RI · 028411213
Phone
(401) 848-8300
Industry
Educational Services
see 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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