Original filing (PDF)20250711151221NAL0004314483001

UNIVERSITY OF LOUISVILLE FOUNDATION, INC.

Name: UNIVERSITY OF LOUISVILLE FOUNDATION, INC. — UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: UNIVERSITY OF LOUISVILLE FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF LOUISVILLE FOUNDATION, INC..

Plan sponsor

Name

UNIVERSITY OF LOUISVILLE FOUNDATION, INC.

EIN