Original filing (PDF)20250722111255NAL0001276979001

THE DAYTON FOUNDATION

Name: THE DAYTON FOUNDATION — THE DAYTON FOUNDATION TAX SHELTERED 403(B) PLAN, Form 5500 (2024)
Creator: THE DAYTON FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE DAYTON FOUNDATION TAX SHELTERED 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 DAYTON FOUNDATION.

Plan sponsor

Name

THE DAYTON FOUNDATION

EIN

31-6027287

Address

1401 S. MAIN STREET · SUITE 100 · DAYTON, OH · 45409

Phone

(937) 225-9962

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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