How big is The Charles L. SHOR Foundation's plan?

The Charles L. SHOR Foundation's plan reported $82K in assets and 5 participants for 2023.

Original filing (PDF)20241118092344NAL0000762563001

The Charles L. SHOR Foundation

Name: The Charles L. SHOR Foundation — The Charles L. SHOR, Form 5500 (2023)
Creator: The Charles L. SHOR Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charles L. SHOR Foundation 401(k) Plan

401(k) retirement plan · The Charles L. SHOR Foundation's The Charles L. SHOR Foundation 401(k) Plan held $82K in plan assets for 5 participants in 2023.

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

People on this filing

Jillian Proud signed The Charles L. SHOR Foundation's 2023 Form 5500 as plan administrator.

Jillian Proud — 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 Charles L. SHOR Foundation's EIN is 30-0124473.

EIN 30-0124473

Plan number 001

Plan year 2023

ACK ID 20241118092344NAL0000762563001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Charles L. SHOR Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Charles L. SHOR Foundation's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 CHARLES L. SHOR 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

Knocking points off