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COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY, INC. — COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY SECTION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250730110328NAL0007973202001
COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY, INC.
Form 5500-SF
FILING_RECEIVED
COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY SECTION 403(B) PLAN
403(b) retirement plan
Active participants
12
Accounts w/ balance
26
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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
COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY, INC.
.
Find decision makers
Plan sponsor
Name
COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY, INC.
EIN
23-7365930
Address
PO BOX 837 · SOUTH BEND, IN · 466240837
Phone
(574) 232-0041
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
2024-07-01
Tax period
2025-06-30
Filed
2025-07-30
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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