How big is South Bend Heritage Foundation's plan?

South Bend Heritage Foundation's plan reported $233K in assets and 32 participants for 2024.

Original filing (PDF)20250529133959NAL0013597040001

South Bend Heritage Foundation

Name: South Bend Heritage Foundation — South Bend Heritage, Form 5500 (2024)
Creator: South Bend Heritage Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Bend Heritage Foundation 403(b) Plan

403(b) retirement plan · South Bend Heritage Foundation's South Bend Heritage Foundation 403(b) Plan held $233K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

SARA Stayback signed South Bend Heritage Foundation's 2024 Form 5500 as plan administrator.

SARA Stayback — 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

South Bend Heritage Foundation's EIN is 23-7394320.

EIN 23-7394320

Plan number 001

Plan year 2024

ACK ID 20250529133959NAL0013597040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Bend Heritage Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Bend Heritage Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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