How big is New Albany Foundation's plan?

New Albany Foundation's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250916074437NAL0004538050001

New Albany Foundation

Name: New Albany Foundation — New Albany Foundation 401(k), Form 5500 (2024)
Creator: New Albany Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Albany Foundation 401(k) Plan

401(k) retirement plan · New Albany Foundation's New Albany Foundation 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Craig Mohre signed New Albany Foundation's 2024 Form 5500 as plan administrator.

Craig Mohre — 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

New Albany Foundation's EIN is 31-1409264.

EIN 31-1409264

Plan number 001

Plan year 2024

ACK ID 20250916074437NAL0004538050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Albany Foundation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW ALBANY 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