How big is Winthrop University Foundation's plan?

Winthrop University Foundation's plan reported $678K in assets and 5 participants for 2025.

Original filing (PDF)20260301193700NAL0000383603001

Winthrop University Foundation

Name: Winthrop University Foundation — Winthrop University, Form 5500 (2025)
Creator: Winthrop University Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winthrop University Foundation 401(k) Safe Harbor Plan

401(k) retirement plan · Winthrop University Foundation's Winthrop University Foundation 401(k) Safe Harbor Plan held $678K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

Plan identifiers

Winthrop University Foundation's EIN is 23-7378001.

EIN 23-7378001

Plan number 001

Plan year 2025

ACK ID 20260301193700NAL0000383603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Winthrop University Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Winthrop University Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WINTHROP UNIVERSITY FOUNDATION

EIN

all filings

Address

302 TILLMAN HALL · ROCK HILL, SC · 29733

Phone

(803) 323-2229

Industry

Educational Services

Plan administrator