Original filing (PDF)20250417080701NAL0001719570001

TOLEDO COMMUNITY FOUNDATION, INC

Name: TOLEDO COMMUNITY FOUNDATION, INC — 403(B) THRIFT PLAN FOR EMPLOYEES OF TOLEDO COMMUNITY FOUNDATION, INC., Form 5500 (2024)
Creator: TOLEDO COMMUNITY FOUNDATION, INC

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF TOLEDO COMMUNITY FOUNDATION, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 TOLEDO COMMUNITY FOUNDATION, INC.

Plan sponsor

Name

TOLEDO COMMUNITY FOUNDATION, INC

EIN

23-7284004

Address

300 MADISON AVE STE 1300 · TOLEDO, OH · 436041583

Phone

(419) 241-5049

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CHICKALOON VILLAGE TRADITIONAL COUNCIL

CHICKALOON VILLAGE TRIBAL COUNCIL 401K PLAN

$3.8M · 70 participants

THE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE

AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE 401(K) PLAN

$3.8M · 19 participants

JCC OF CENTRAL NJ

JCC OF CENTRAL NJ 401(K) PLAN

$3.8M · 118 participants

COMMUNITYGIVING

403(B) THRIFT PLAN OF COMMUNITYGIVING

$3.8M · 34 participants

SECURITY INDUSTRY ASSOCIATION

SECURITY INDUSTRY ASSOCIATION 401(K) PROFIT SHARING PLAN