Original filing (PDF)20251107131126NAL0000327091001

THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC.

Name: THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC. — RETIREMENT PROGRAM OF THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC., Form 5500 (2024)
Creator: THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PROGRAM OF THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC..

Plan sponsor

Name

THE OHIO FOUNDATION OF INDEPENDENT COLLEGES, INC.

EIN

31-4441082

Address

60 COLLEGEVIEW RD · SUITE 107 · WESTERVILLE, OH · 43081

Phone

(614) 469-1950

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-11-07

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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