Original filing (PDF)20250711095853NAL0004152835001

THE NORD FAMILY FOUNDATION

Name: THE NORD FAMILY FOUNDATION — THE NORD FAMILY FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE NORD FAMILY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE NORD FAMILY FOUNDATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NORD FAMILY FOUNDATION.

Plan sponsor

Name

THE NORD FAMILY FOUNDATION

EIN

34-1595929

Address

747 MILAN AVENUE · AMHERST, OH · 44001

Phone

(440) 984-3939

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

2025-07-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

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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