How big is Congregations Organized for PR's plan?

Congregations Organized for PR's plan reported $167K in assets and 13 participants for 2024.

Original filing (PDF)20250430215613NAL0001572131001

Congregations Organized for PR

Name: Congregations Organized for PR — Congregations, Form 5500 (2024)
Creator: Congregations Organized for PR
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Congregations Organized for PR 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Congregations Organized for PR's Congregations Organized for PR 401(k) Profit Sharing Plan & Trust held $167K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

KAMI Winfrey signed Congregations Organized for PR's 2024 Form 5500 as plan administrator.

KAMI Winfrey — 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

Congregations Organized for PR's EIN is 33-0938212.

EIN 33-0938212

Plan number 001

Plan year 2024

ACK ID 20250430215613NAL0001572131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Congregations Organized for PR from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Congregations Organized for PR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CONGREGATIONS ORGANIZED FOR PR.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CONGREGATIONS ORGANIZED FOR PR

EIN

all filings

Address

1505 W HIGHLAND AVE · SAN BERNARDINO, CA · 924111235

Phone

(909) 717-3952

Industry

Other Services (ex. Public Admin)

Plan administrator