How big is The Hartwood Foundation, Inc.'s plan?

The Hartwood Foundation, Inc.'s plan reported $2.3M in assets and 195 participants for 2024.

Original filing (PDF)20251218140648NAL0011946738001

The Hartwood Foundation, Inc.

Name: The Hartwood Foundation, Inc. — Hartwood Foundation, Form 5500 (2024)
Creator: The Hartwood Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartwood Foundation Retirement and Employee Savings Plan

403(b) retirement plan · The Hartwood Foundation, Inc.'s Hartwood Foundation Retirement and Employee Savings Plan held $2.3M in plan assets for 195 participants in 2024.

Signals · 1

No auditor on file

Active participants

195

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Sean McGinnis signed The Hartwood Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Sean McGinnis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Hartwood Foundation, Inc.'s EIN is 23-7367530.

EIN 23-7367530

Plan number 001

Plan year 2024

ACK ID 20251218140648NAL0011946738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Hartwood Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Hartwood Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HARTWOOD FOUNDATION, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score