Original filing (PDF)20250130153927NAL0000644115001

BLOOMSBURG UNIVERSITY FOUNDATION, INC.

Name: BLOOMSBURG UNIVERSITY FOUNDATION, INC. — BLOOMSBURG UNIVERSITY FOUNDATION, INC. 403(B) PLAN, Form 5500 (2023)
Creator: BLOOMSBURG UNIVERSITY FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

BLOOMSBURG UNIVERSITY FOUNDATION, INC. 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 BLOOMSBURG UNIVERSITY FOUNDATION, INC..

Plan sponsor

Name

BLOOMSBURG UNIVERSITY FOUNDATION, INC.

EIN

23-7088491

Address

50 EAST MAIN STREET, 4TH FLOOR · BLOOMSBURG, PA · 17815

Phone

(570) 389-4663

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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